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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
F icon
476
Ford
F
$55.7B
$8.86M 0.03%
883,254
+8,495
+1% +$83K
TRGP icon
477
Targa Resources
TRGP
$56.9B
$8.83M 0.03%
44,032
+287
+0.7% +$57K
IMO icon
478
Imperial Oil
IMO
$62.7B
$8.73M 0.03%
120,872
-2,416
-2% -$166K
AIZ icon
479
Assurant
AIZ
$13.9B
$8.6M 0.02%
41,002
+455
+1% +$94.9K
RGA icon
480
Reinsurance Group of America
RGA
$16B
$8.56M 0.02%
43,467
-3,198
-7% -$663K
VST icon
481
Vistra
VST
$48.6B
$8.49M 0.02%
72,299
+634
+0.9% +$94.7K
TTD icon
482
Trade Desk
TTD
$6.37B
$8.49M 0.02%
155,063
+9,840
+7% +$890K
EG icon
483
Everest Group
EG
$14B
$8.28M 0.02%
22,797
-543
-2% -$192K
SOLV icon
484
Solventum
SOLV
$14.3B
$8.1M 0.02%
106,473
-5,284
-5% -$394K
ADM icon
485
Archer Daniels Midland
ADM
$38.8B
$7.99M 0.02%
166,349
-2,902
-2% -$140K
WPC icon
486
W.P. Carey
WPC
$15.9B
$7.9M 0.02%
125,138
+423
+0.3% +$25K
CCK icon
487
Crown Holdings
CCK
$13.1B
$7.9M 0.02%
88,450
+23,762
+37% +$2.07M
TEVA icon
488
Teva Pharmaceuticals
TEVA
$42.5B
$7.88M 0.02%
512,449
+36,843
+8% +$658K
SYY icon
489
Sysco
SYY
$40.3B
$7.88M 0.02%
104,955
-2,105
-2% -$154K
AMCR icon
490
Amcor
AMCR
$21.9B
$7.8M 0.02%
160,892
– –
ACM icon
491
Aecom
ACM
$8.62B
$7.79M 0.02%
84,051
+7,028
+9% +$713K
LYB icon
492
LyondellBasell Industries
LYB
$20.7B
$7.77M 0.02%
110,302
-2,214
-2% -$167K
TSN icon
493
Tyson Foods
TSN
$19.9B
$7.73M 0.02%
121,213
+1
+0% +$59
TRU icon
494
TransUnion
TRU
$15.4B
$7.69M 0.02%
92,716
– –
LII icon
495
Lennox International
LII
$14.9B
$7.65M 0.02%
13,643
-3,756
-22% -$2.27M
GLW icon
496
Corning
GLW
$137B
$7.63M 0.02%
166,717
+4,572
+3% +$226K
ELS icon
497
Equity Lifestyle Properties
ELS
$12.4B
$7.63M 0.02%
114,352
+1,345
+1% +$89.8K
TSM icon
498
TSMC
TSM
$2.19T
$7.54M 0.02%
45,443
-4,610
-9% -$896K
CHTR icon
499
Charter Communications
CHTR
$18.8B
$7.51M 0.02%
20,381
+908
+5% +$325K
QFIN icon
500
Qfin Holdings
QFIN
$1.56B
$7.51M 0.02%
167,152
-956
-0.6% -$39.6K
18 19
20
21 22

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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.