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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
B
451
Barrick Mining
B
$68.5B
$10M 0.03%
516,842
-388,300
-43% -$6.8M
J icon
452
Jacobs Solutions
J
$17.2B
$9.96M 0.03%
83,184
– –
D icon
453
Dominion Energy
D
$59.1B
$9.88M 0.03%
176,247
+7,367
+4% +$405K
EXPE icon
454
Expedia Group
EXPE
$37.7B
$9.75M 0.03%
57,992
+24,804
+75% +$4.52M
ROST icon
455
Ross Stores
ROST
$81.7B
$9.74M 0.03%
76,227
+10,581
+16% +$1.48M
NI icon
456
NiSource
NI
$20B
$9.73M 0.03%
242,828
-9,370
-4% -$361K
LVS icon
457
Las Vegas Sands
LVS
$29.4B
$9.67M 0.03%
250,232
+19,018
+8% +$840K
APTV icon
458
Aptiv
APTV
$10.3B
$9.64M 0.03%
162,032
+76,961
+90% +$4.88M
NTR icon
459
Nutrien
NTR
$31.6B
$9.62M 0.03%
193,962
+21,452
+12% +$1.1M
DTE icon
460
DTE Energy
DTE
$28.5B
$9.61M 0.03%
69,483
+1,310
+2% +$167K
MNST icon
461
Monster Beverage
MNST
$89.6B
$9.6M 0.03%
327,924
+15,782
+5% +$411K
WEC icon
462
WEC Energy
WEC
$34.6B
$9.55M 0.03%
87,642
– –
BEKE icon
463
KE Holdings
BEKE
$19.5B
$9.37M 0.03%
466,430
-4,606
-1% -$91.3K
DGX icon
464
Quest Diagnostics
DGX
$26.2B
$9.32M 0.03%
55,055
-2,627
-5% -$432K
GLPI icon
465
Gaming and Leisure Properties
GLPI
$12.5B
$9.3M 0.03%
182,614
+1,198
+0.7% +$58.9K
NTRS icon
466
Northern Trust
NTRS
$34.4B
$9.26M 0.03%
93,881
+3,019
+3% +$320K
LPLA icon
467
LPL Financial
LPLA
$29.3B
$9.21M 0.03%
28,153
+415
+1% +$145K
NET icon
468
Cloudflare
NET
$111B
$9.17M 0.03%
81,379
-2,310
-3% -$306K
MKC icon
469
McCormick & Company Non-Voting
MKC
$14.3B
$9.17M 0.03%
111,401
+4,596
+4% +$360K
CLH icon
470
Clean Harbors
CLH
$16.4B
$9.13M 0.03%
46,346
-31,815
-41% -$6.96M
BAX icon
471
Baxter International
BAX
$14.4B
$9.12M 0.03%
266,562
+11,447
+4% +$374K
AU icon
472
AngloGold Ashanti
AU
$49.2B
$9.06M 0.03%
244,143
+11,514
+5% +$354K
HAL icon
473
Halliburton
HAL
$28B
$8.95M 0.03%
352,798
+21,171
+6% +$557K
STE icon
474
Steris
STE
$23.3B
$8.95M 0.03%
39,488
+371
+0.9% +$81.6K
TEL icon
475
TE Connectivity
TEL
$62B
$8.92M 0.03%
63,153
+4,135
+7% +$612K
17 18
19
20 21

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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.