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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
FR icon
576
First Industrial Realty Trust
FR
$8.37B
$5.33M 0.02%
98,767
+2,112
+2% +$114K
P
577
Everpure Inc
P
$35.5B
$5.33M 0.02%
120,363
+50,651
+73% +$3.06M
JKHY icon
578
Jack Henry & Associates
JKHY
$11B
$5.3M 0.02%
29,004
-2,712
-9% -$473K
TDY icon
579
Teledyne Technologies
TDY
$31.6B
$5.27M 0.02%
10,589
+227
+2% +$112K
NDSN icon
580
Nordson
NDSN
$17.4B
$5.26M 0.02%
26,051
– –
BLDR icon
581
Builders FirstSource
BLDR
$8.01B
$5.2M 0.01%
41,613
+520
+1% +$75.7K
WY icon
582
Weyerhaeuser
WY
$18B
$5.19M 0.01%
177,171
+30,961
+21% +$921K
SJM icon
583
J.M. Smucker
SJM
$12.6B
$5.17M 0.01%
43,672
+3,283
+8% +$355K
WBD icon
584
Warner Bros
WBD
$68B
$5.16M 0.01%
480,458
-16,355
-3% -$171K
JLL icon
585
Jones Lang LaSalle
JLL
$16.7B
$5.14M 0.01%
20,723
-145
-0.7% -$38.2K
STAG icon
586
STAG Industrial
STAG
$7.1B
$5.12M 0.01%
141,706
+4,684
+3% +$163K
PKG icon
587
Packaging Corp of America
PKG
$23B
$5.1M 0.01%
25,747
+409
+2% +$87.3K
SCCO icon
588
Southern Copper
SCCO
$163B
$5.09M 0.01%
57,758
– –
WYNN icon
589
Wynn Resorts
WYNN
$10.7B
$5.09M 0.01%
60,956
+1,229
+2% +$105K
MKL icon
590
Markel Group
MKL
$22.9B
$4.95M 0.01%
2,645
+89
+3% +$164K
WRB icon
591
W.R. Berkley
WRB
$26.2B
$4.9M 0.01%
68,889
+513
+0.8% +$31.4K
NVR icon
592
NVR
NVR
$17.1B
$4.89M 0.01%
675
+33
+5% +$251K
CVNA icon
593
Carvana
CVNA
$79.3B
$4.88M 0.01%
116,785
+2,390
+2% +$106K
H icon
594
Hyatt Hotels
H
$16.3B
$4.88M 0.01%
39,821
+361
+0.9% +$52K
TROW icon
595
T. Rowe Price
TROW
$24.4B
$4.85M 0.01%
52,739
+4,184
+9% +$442K
CNP icon
596
CenterPoint Energy
CNP
$26.4B
$4.77M 0.01%
131,532
– –
FE icon
597
FirstEnergy
FE
$27.2B
$4.74M 0.01%
117,287
-4,368
-4% -$174K
EXAS
598
DELISTED
Exact Sciences
EXAS
$4.71M 0.01%
108,747
+7,285
+7% +$369K
CDW icon
599
CDW
CDW
$17B
$4.69M 0.01%
29,255
+1,611
+6% +$293K
BF.B icon
600
Brown-Forman Class B
BF.B
$12.8B
$4.67M 0.01%
137,732
+206
+0.1% +$6.94K
22 23
24
25 26

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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.