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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 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRTX icon
26
Vertex Pharmaceuticals
VRTX
$126B
$187M 0.54%
384,710
+35,233
+10% +$16.4M
LIN icon
27
Linde
LIN
$226B
$184M 0.53%
394,241
-19,200
-5% -$8.64M
ADBE icon
28
Adobe
ADBE
$105B
$180M 0.52%
469,871
+211,531
+82% +$90.7M
HD icon
29
Home Depot
HD
$355B
$171M 0.49%
466,590
-9,877
-2% -$3.85M
GILD icon
30
Gilead Sciences
GILD
$165B
$170M 0.49%
1,519,333
+107,654
+8% +$11.1M
AMGN icon
31
Amgen
AMGN
$222B
$167M 0.48%
535,118
+50,613
+10% +$14.9M
BAC icon
32
Bank of America
BAC
$442B
$165M 0.47%
3,961,778
+21,657
+0.5% +$965K
SPGI icon
33
S&P Global
SPGI
$120B
$155M 0.44%
304,121
-44,100
-13% -$22.5M
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.13T
$154M 0.44%
288,416
+10,581
+4% +$5.14M
BNY
35
Bank of New York Mellon
BNY
$107B
$145M 0.42%
1,730,946
-52,574
-3% -$4.42M
IBM icon
36
IBM
IBM
$224B
$142M 0.41%
569,592
+23,709
+4% +$5.8M
ECL icon
37
Ecolab
ECL
$79.9B
$141M 0.4%
556,178
+100,754
+22% +$25.4M
T icon
38
AT&T
T
$163B
$139M 0.4%
4,919,224
+242,931
+5% +$6.11M
CME icon
39
CME Group
CME
$94.8B
$139M 0.4%
522,576
-6,424
-1% -$1.58M
KO icon
40
Coca-Cola
KO
$375B
$138M 0.4%
1,926,916
+36,258
+2% +$2.42M
BSX icon
41
Boston Scientific
BSX
$71.5B
$133M 0.38%
1,319,998
+27,572
+2% +$2.78M
DIS icon
42
Walt Disney
DIS
$181B
$133M 0.38%
1,347,759
+888,022
+193% +$95.4M
QCOM icon
43
Qualcomm
QCOM
$176B
$130M 0.37%
849,241
+26,212
+3% +$4.27M
ABBV icon
44
AbbVie
ABBV
$435B
$129M 0.37%
614,462
+45,964
+8% +$8.94M
MCD icon
45
McDonald's
MCD
$195B
$128M 0.37%
409,608
-28,291
-6% -$8.46M
ETN icon
46
Eaton
ETN
$174B
$126M 0.36%
464,326
+58,009
+14% +$18.1M
XLF icon
47
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$119M 0.34%
2,412,186
– –
TMUS icon
48
T-Mobile US
TMUS
$190B
$119M 0.34%
444,904
-33,219
-7% -$8.19M
NFLX icon
49
Netflix
NFLX
$309B
$116M 0.33%
1,249,000
+96,590
+8% +$9.19M
TMO icon
50
Thermo Fisher Scientific
TMO
$220B
$113M 0.32%
226,478
+4,731
+2% +$2.56M
1
2
3 4 5

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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.