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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
EVRG icon
526
Evergy
EVRG
$18.9B
$6.52M 0.02%
94,554
+30,480
+48% +$1.99M
DT icon
527
Dynatrace
DT
$14.4B
$6.51M 0.02%
138,012
-28,197
-17% -$1.54M
TME icon
528
Tencent Music
TME
$14.4B
$6.47M 0.02%
449,332
+658
+0.1% +$8.21K
VMC icon
529
Vulcan Materials
VMC
$37.1B
$6.44M 0.02%
27,625
– –
SFM icon
530
Sprouts Farmers Market
SFM
$7.79B
$6.39M 0.02%
41,895
+5,854
+16% +$873K
ALB icon
531
Albemarle
ALB
$15.3B
$6.39M 0.02%
88,783
-17,426
-16% -$1.42M
RBA icon
532
RB Global
RBA
$16.8B
$6.38M 0.02%
63,537
-2,967
-4% -$283K
ADC icon
533
Agree Realty
ADC
$9.18B
$6.36M 0.02%
82,371
+1,798
+2% +$132K
SWK icon
534
Stanley Black & Decker
SWK
$15.8B
$6.34M 0.02%
82,526
– –
MTB icon
535
M&T Bank
MTB
$36.6B
$6.26M 0.02%
35,010
+697
+2% +$132K
MCHP icon
536
Microchip Technology
MCHP
$44.3B
$6.24M 0.02%
128,808
+11,498
+10% +$641K
RPM icon
537
RPM International
RPM
$15B
$6.19M 0.02%
53,546
+10,787
+25% +$1.31M
BRX icon
538
Brixmor Property Group
BRX
$9.11B
$6.19M 0.02%
233,147
+15,002
+7% +$399K
AVTR icon
539
Avantor
AVTR
$9.29B
$6.18M 0.02%
381,280
+4,036
+1% +$76.5K
TRMB icon
540
Trimble
TRMB
$13.6B
$6.17M 0.02%
93,959
-1,396
-1% -$100K
BAM icon
541
Brookfield Asset Management
BAM
$88B
$6.15M 0.02%
127,120
-9,087
-7% -$495K
BRO icon
542
Brown & Brown
BRO
$24B
$6.15M 0.02%
49,399
-3,112
-6% -$348K
LEN icon
543
Lennar Class A
LEN
$21.1B
$6.14M 0.02%
53,493
+1,745
+3% +$218K
RCI icon
544
Rogers Communications
RCI
$19.1B
$6.1M 0.02%
228,459
+17,684
+8% +$499K
RVTY icon
545
Revvity
RVTY
$12.9B
$6.05M 0.02%
57,230
+11,870
+26% +$1.37M
HPQ icon
546
HP
HPQ
$26.5B
$6.05M 0.02%
218,376
-20,514
-9% -$649K
MLM icon
547
Martin Marietta Materials
MLM
$33.2B
$6M 0.02%
12,541
-561
-4% -$285K
RBLX icon
548
Roblox
RBLX
$26.3B
$5.99M 0.02%
102,732
+67
+0.1% +$4.21K
ARES icon
549
Ares Management
ARES
$32.3B
$5.96M 0.02%
40,683
+5,039
+14% +$871K
SBAC icon
550
SBA Communications
SBAC
$19.4B
$5.92M 0.02%
26,909
+1,871
+7% +$392K
20 21
22
23 24

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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.