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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
COLD icon
626
Americold
COLD
$4.13B
$4.08M 0.01%
190,023
-30,036
-14% -$653K
INFY icon
627
Infosys
INFY
$51B
$4.06M 0.01%
222,225
-42,651
-16% -$885K
TRNO icon
628
Terreno Realty
TRNO
$7.44B
$4.05M 0.01%
64,057
+250
+0.4% +$16.2K
EPRT icon
629
Essential Properties Realty Trust
EPRT
$6.5B
$4.05M 0.01%
123,953
+1,196
+1% +$38K
PINS icon
630
Pinterest
PINS
$13.4B
$4.04M 0.01%
130,244
-201,655
-61% -$6.83M
LNTH icon
631
Lantheus
LNTH
$6.57B
$4.03M 0.01%
41,298
-10,351
-20% -$968K
BIO icon
632
Bio-Rad Laboratories Class A
BIO
$9.53B
$4M 0.01%
16,440
+5,852
+55% +$1.76M
VNO icon
633
Vornado Realty Trust
VNO
$7.24B
$4M 0.01%
108,222
+3,097
+3% +$125K
CFG icon
634
Citizens Financial Group
CFG
$30.7B
$4M 0.01%
97,691
-1,416
-1% -$63.2K
RPRX icon
635
Royalty Pharma
RPRX
$25.7B
$3.99M 0.01%
128,214
-47,438
-27% -$1.5M
ALLE icon
636
Allegion
ALLE
$14.3B
$3.99M 0.01%
30,553
– –
DSGX icon
637
Descartes Systems
DSGX
$6.78B
$3.99M 0.01%
39,592
-13,993
-26% -$1.55M
EL icon
638
Estee Lauder
EL
$31.8B
$3.97M 0.01%
60,159
+741
+1% +$53.6K
WDC icon
639
Western Digital
WDC
$151B
$3.96M 0.01%
97,930
-39,104
-29% -$1.85M
BJ icon
640
BJs Wholesale Club
BJ
$12B
$3.96M 0.01%
34,699
+1,596
+5% +$164K
HRL icon
641
Hormel Foods
HRL
$13.4B
$3.95M 0.01%
127,736
+9,837
+8% +$292K
GWRE icon
642
Guidewire Software
GWRE
$14.7B
$3.94M 0.01%
21,023
– –
MNDY icon
643
monday.com
MNDY
$3.7B
$3.91M 0.01%
16,082
+548
+4% +$145K
CG icon
644
Carlyle Group
CG
$17.4B
$3.89M 0.01%
89,324
– –
ITT icon
645
ITT
ITT
$19.4B
$3.88M 0.01%
30,040
+3,930
+15% +$560K
IBKR icon
646
Interactive Brokers
IBKR
$40.7B
$3.86M 0.01%
93,208
-22,748
-20% -$1.13M
COO icon
647
Cooper Companies
COO
$15B
$3.86M 0.01%
45,727
+6,894
+18% +$618K
QLYS icon
648
Qualys
QLYS
$6.51B
$3.82M 0.01%
30,354
-534
-2% -$72.2K
FLEX icon
649
Flex
FLEX
$45.2B
$3.81M 0.01%
115,128
-3,152
-3% -$123K
TOL icon
650
Toll Brothers
TOL
$14.3B
$3.8M 0.01%
35,966
+5,836
+19% +$701K
24 25
26
27 28

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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.