We are live on ! Find out more
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
FDS icon
501
Factset
FDS
$10.1B
$7.48M 0.02%
16,450
+112
+0.7% +$51K
CUBE icon
502
CubeSmart
CUBE
$9.22B
$7.46M 0.02%
174,561
+5,680
+3% +$237K
SSNC icon
503
SS&C Technologies
SSNC
$18.7B
$7.36M 0.02%
88,077
-29,689
-25% -$2.46M
DPZ icon
504
Domino's
DPZ
$11.7B
$7.32M 0.02%
15,925
+523
+3% +$237K
MTD icon
505
Mettler-Toledo International
MTD
$28.8B
$7.18M 0.02%
6,077
-1
-0% -$1.28K
SMCI icon
506
Super Micro Computer
SMCI
$20.7B
$7.16M 0.02%
209,186
+9,662
+5% +$367K
MOH icon
507
Molina Healthcare
MOH
$10.3B
$7.12M 0.02%
21,623
+1,118
+5% +$338K
BE icon
508
Bloom Energy
BE
$63.3B
$7.12M 0.02%
362,068
-33,381
-8% -$797K
DDOG icon
509
Datadog
DDOG
$90.7B
$7.1M 0.02%
71,541
-30,259
-30% -$3.82M
OHI icon
510
Omega Healthcare
OHI
$13.9B
$7.05M 0.02%
185,103
+9,628
+5% +$358K
TOST icon
511
Toast
TOST
$20.7B
$7.05M 0.02%
212,406
+42,977
+25% +$1.61M
TW icon
512
Tradeweb Markets
TW
$21.9B
$7.04M 0.02%
47,394
-2,627
-5% -$349K
WMS icon
513
Advanced Drainage Systems
WMS
$10.8B
$6.98M 0.02%
64,284
-38,233
-37% -$4.46M
CAG icon
514
Conagra Brands
CAG
$7.08B
$6.93M 0.02%
259,697
+16,546
+7% +$427K
AEE icon
515
Ameren
AEE
$29.6B
$6.92M 0.02%
68,875
+3,756
+6% +$362K
GRAB icon
516
Grab
GRAB
$15.3B
$6.89M 0.02%
1,521,089
+244,586
+19% +$1.14M
TECK icon
517
Teck Resources
TECK
$32.8B
$6.79M 0.02%
186,512
+2,445
+1% +$101K
ROKU icon
518
Roku
ROKU
$22.5B
$6.76M 0.02%
96,019
+69,967
+269% +$5.6M
CMS icon
519
CMS Energy
CMS
$21.6B
$6.75M 0.02%
89,851
+11,719
+15% +$818K
WSO icon
520
Watsco Inc
WSO
$13.5B
$6.75M 0.02%
13,270
+119
+0.9% +$58.7K
ODFL icon
521
Old Dominion Freight Line
ODFL
$44B
$6.73M 0.02%
40,668
-866
-2% -$157K
CSL icon
522
Carlisle Companies
CSL
$15.6B
$6.69M 0.02%
19,643
+1,014
+5% +$363K
WTRG icon
523
Essential Utilities
WTRG
$11.2B
$6.67M 0.02%
168,631
+2,689
+2% +$98.8K
BALL icon
524
Ball Corp
BALL
$16.7B
$6.58M 0.02%
126,459
+34,767
+38% +$1.82M
PPL
525
PPL Corp
PPL
$26.4B
$6.52M 0.02%
180,656
-5,815
-3% -$197K
19 20
21
22 23

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.