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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
CINF icon
601
Cincinnati Financial
CINF
$26.7B
$4.62M 0.01%
31,257
+793
+3% +$112K
STLD icon
602
Steel Dynamics
STLD
$38B
$4.62M 0.01%
36,900
+554
+2% +$70.2K
MGA icon
603
Magna International
MGA
$18.7B
$4.59M 0.01%
135,059
+14,533
+12% +$558K
GIB icon
604
CGI
GIB
$15.5B
$4.56M 0.01%
45,635
+1,230
+3% +$135K
USFD icon
605
US Foods
USFD
$24.3B
$4.55M 0.01%
69,514
+8,197
+13% +$560K
LNT icon
606
Alliant Energy
LNT
$17.8B
$4.49M 0.01%
69,847
+2,707
+4% +$166K
WFG icon
607
West Fraser Timber
WFG
$5.55B
$4.48M 0.01%
58,315
+21,079
+57% +$1.73M
PAAS icon
608
Pan American Silver
PAAS
$21.8B
$4.46M 0.01%
172,829
-7,368
-4% -$176K
NNN icon
609
NNN REIT
NNN
$8.75B
$4.37M 0.01%
102,506
+1,591
+2% +$64.9K
RDDT icon
610
Reddit
RDDT
$30.2B
$4.37M 0.01%
41,657
+27,171
+188% +$4.49M
CW icon
611
Curtiss-Wright
CW
$26B
$4.37M 0.01%
13,771
+1,397
+11% +$471K
ULTA icon
612
Ulta Beauty
ULTA
$23.3B
$4.32M 0.01%
11,774
+1,243
+12% +$474K
BZ icon
613
Kanzhun
BZ
$7.44B
$4.29M 0.01%
223,788
+15,353
+7% +$250K
TPR icon
614
Tapestry
TPR
$32B
$4.29M 0.01%
60,917
+1,309
+2% +$99.1K
L icon
615
Loews
L
$23.1B
$4.27M 0.01%
46,489
+11,162
+32% +$955K
LH icon
616
Labcorp
LH
$26.1B
$4.27M 0.01%
18,341
+1,222
+7% +$297K
LDOS icon
617
Leidos
LDOS
$17.7B
$4.26M 0.01%
31,603
-453
-1% -$63.2K
DG icon
618
Dollar General
DG
$26.5B
$4.25M 0.01%
48,356
-15,460
-24% -$1.17M
LYV icon
619
Live Nation Entertainment
LYV
$43B
$4.22M 0.01%
32,313
– –
HR icon
620
Healthcare Realty
HR
$6.58B
$4.2M 0.01%
248,812
-17,428
-7% -$290K
BLD
621
DELISTED
TopBuild
BLD
$4.19M 0.01%
13,735
+1,755
+15% +$562K
ON icon
622
ON Semiconductor
ON
$31.5B
$4.15M 0.01%
102,077
+10,755
+12% +$541K
FCNCA icon
623
First Citizens BancShares
FCNCA
$25.4B
$4.14M 0.01%
2,235
+26
+1% +$53K
BURL icon
624
Burlington
BURL
$22.8B
$4.14M 0.01%
17,365
-4,060
-19% -$1.05M
CASY icon
625
Casey's General Stores
CASY
$30.9B
$4.11M 0.01%
9,475
+49
+0.5% +$20.1K
23 24
25
26 27

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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.