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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
-2.54%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
AUM
$34.8B
AUM Growth
-$269M
Cap. Flow
+$1.37B
Cap. Flow %
3.92%
Top 10 Hldgs %
31.64%
Holding
2,717
New
60
Increased
1,190
Reduced
635
Closed
91

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$140M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$116M
3
DIS icon
Walt Disney
DIS
+$95.4M
4
ADBE icon
Adobe
ADBE
+$90.7M
5
AMZN icon
Amazon
AMZN
+$85.4M

Top Sells

Rank Stock Value
1
HUBB icon
Hubbell
HUBB
+$71M
2
MU icon
Micron Technology
MU
+$38.4M
3
ALC icon
Alcon
ALC
+$37.4M
4
URI icon
United Rentals
URI
+$32.1M
5
CDNS icon
Cadence Design Systems
CDNS
+$31.6M

Sector Composition

Rank Sector Weight
1 Technology 27.85%
2 Financials 18.08%
3 Healthcare 12.65%
4 Consumer Discretionary 9.52%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPT icon
426
Camden Property Trust
CPT
$11B
$11.3M 0.03%
92,720
-1,112
-1% -$131K
CCEP icon
427
Coca-Cola Europacific Partners
CCEP
$46.9B
$11.3M 0.03%
130,171
+16,446
+14% +$1.34M
STT icon
428
State Street
STT
$51.3B
$11.3M 0.03%
125,963
-177,344
-58% -$16.9M
DOW icon
429
Dow Inc
DOW
$22.1B
$11.2M 0.03%
321,986
+77,371
+32% +$2.97M
CPRT icon
430
Copart
CPRT
$27.4B
$11.1M 0.03%
196,444
-10,414
-5% -$586K
CYBR
431
DELISTED
CyberArk
CYBR
$11.1M 0.03%
32,776
-838
-2% -$301K
GIL icon
432
Gildan
GIL
$10.6B
$11M 0.03%
248,740
+2,814
+1% +$140K
PSX icon
433
Phillips 66
PSX
$86B
$11M 0.03%
88,922
+837
+1% +$103K
BSY icon
434
Bentley Systems
BSY
$10.7B
$10.9M 0.03%
276,953
-53,428
-16% -$2.39M
IP icon
435
International Paper
IP
$21.9B
$10.7M 0.03%
200,944
+34,183
+20% +$1.87M
GPN icon
436
Global Payments
GPN
$22.8B
$10.7M 0.03%
109,264
+3,944
+4% +$413K
K
437
DELISTED
Kellanova
K
$10.6M 0.03%
128,622
+3,473
+3% +$285K
PODD icon
438
Insulet
PODD
$9.91B
$10.6M 0.03%
40,382
+3,650
+10% +$988K
HBAN icon
439
Huntington Bancshares
HBAN
$35.6B
$10.5M 0.03%
702,797
– –
SW
440
Smurfit Westrock
SW
$25B
$10.5M 0.03%
232,829
+2,465
+1% +$125K
KVUE icon
441
Kenvue
KVUE
$36.5B
$10.4M 0.03%
433,465
+63,657
+17% +$1.41M
FANG icon
442
Diamondback Energy
FANG
$55.7B
$10.4M 0.03%
64,784
+28,187
+77% +$4.55M
DVA icon
443
DaVita
DVA
$11.7B
$10.3M 0.03%
67,524
-45,176
-40% -$7.1M
CCL icon
444
Carnival Corporation Ltd
CCL
$38B
$10.3M 0.03%
528,015
+29,035
+6% +$691K
CBOE icon
445
Cboe Global Markets
CBOE
$29.8B
$10.3M 0.03%
45,407
+1,893
+4% +$393K
QSR icon
446
Restaurant Brands International
QSR
$25.4B
$10.2M 0.03%
152,349
+6,856
+5% +$442K
KEY icon
447
KeyCorp
KEY
$24.3B
$10.1M 0.03%
632,823
-25,510
-4% -$433K
HSY icon
448
Hershey
HSY
$36.7B
$10.1M 0.03%
58,962
+2,616
+5% +$428K
EXE
449
Expand Energy Corp
EXE
$22.6B
$10.1M 0.03%
90,459
+31,214
+53% +$3.25M
CCI icon
450
Crown Castle
CCI
$31.3B
$10M 0.03%
96,280
+3,918
+4% +$366K
16 17
18
19 20

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Zurich Cantonal Bank's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Cantonal Bank held 2,717 positions worth $34.8B, down 0.77% from $35.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Cantonal Bank deployed $1.37B of net new capital in Q1 2025, opening 60 new positions and adding to 1,190 existing holdings. Its largest new stake was Sandisk: 28,616 shares worth $1.36M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Hubbell, an estimated $71M trimmed.

  • Zurich Cantonal Bank's largest Q1 2025 buy was Sandisk: 28,616 shares worth $1.36M.
  • Zurich Cantonal Bank added most to UBS Group in Q1 2025, an estimated $140M increase.
  • Zurich Cantonal Bank's biggest Q1 2025 reduction was Hubbell, cutting an estimated $71M.
  • Zurich Cantonal Bank fully exited Zebra Technologies in Q1 2025, selling an estimated $4.55M.
  • Zurich Cantonal Bank's ten largest holdings make up 32% of its $34.8B portfolio in Q1 2025.
  • Zurich Cantonal Bank opened 60 new positions and closed 91 in Q1 2025.
  • Zurich Cantonal Bank's portfolio value fell 0.77% quarter-over-quarter to $34.8B.

Based on Zurich Cantonal Bank's 13F filing for Q1 2025, filed 7 May 2025.