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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
AYI icon
651
Acuity Brands
AYI
$10.7B
$3.79M 0.01%
14,395
-6,965
-33% -$2.11M
BG icon
652
Bunge Global
BG
$21.4B
$3.76M 0.01%
49,202
+1,500
+3% +$112K
ROL icon
653
Rollins
ROL
$17.8B
$3.72M 0.01%
68,926
+3,015
+5% +$151K
KRC icon
654
Kilroy Realty
KRC
$4.24B
$3.71M 0.01%
113,384
-3,122
-3% -$112K
NTRA icon
655
Natera
NTRA
$45.1B
$3.71M 0.01%
26,205
-4,026
-13% -$647K
STX icon
656
Seagate
STX
$186B
$3.69M 0.01%
43,404
+3,102
+8% +$293K
FWONK icon
657
Liberty Media Series C
FWONK
$25.7B
$3.66M 0.01%
40,679
– –
GPC icon
658
Genuine Parts
GPC
$18.6B
$3.64M 0.01%
30,590
+1,211
+4% +$146K
EXPD icon
659
Expeditors International
EXPD
$23B
$3.63M 0.01%
30,179
– –
NLY icon
660
Annaly Capital Management
NLY
$17.4B
$3.61M 0.01%
177,523
– –
AZEK
661
DELISTED
The AZEK Co
AZEK
$3.6M 0.01%
73,640
+8,011
+12% +$379K
ALV icon
662
Autoliv
ALV
$8.96B
$3.56M 0.01%
40,301
-1,277
-3% -$122K
FOXA icon
663
Fox Class A
FOXA
$26.1B
$3.54M 0.01%
62,609
-11,547
-16% -$611K
WST icon
664
West Pharmaceutical
WST
$24.7B
$3.53M 0.01%
15,757
+680
+5% +$187K
FNF icon
665
Fidelity National Financial
FNF
$12.8B
$3.53M 0.01%
54,193
+2,589
+5% +$156K
AA icon
666
Alcoa
AA
$14.3B
$3.52M 0.01%
115,469
+18,419
+19% +$645K
FTI icon
667
TechnipFMC
FTI
$29.5B
$3.52M 0.01%
111,583
-995
-0.9% -$29.8K
ESTC icon
668
Elastic
ESTC
$7.94B
$3.51M 0.01%
39,446
+491
+1% +$51K
RS icon
669
Reliance Steel & Aluminium
RS
$21.6B
$3.47M 0.01%
12,003
-956
-7% -$274K
RHP icon
670
Ryman Hospitality Properties
RHP
$7.7B
$3.42M 0.01%
37,387
+1,296
+4% +$130K
CACI icon
671
CACI
CACI
$14.8B
$3.41M 0.01%
9,301
+1,526
+20% +$584K
FIX icon
672
Comfort Systems
FIX
$59.4B
$3.35M 0.01%
10,402
+551
+6% +$222K
DLTR icon
673
Dollar Tree
DLTR
$24.6B
$3.33M 0.01%
44,353
+1,953
+5% +$140K
INSM icon
674
Insmed
INSM
$29B
$3.32M 0.01%
43,574
+98
+0.2% +$7.5K
THC icon
675
Tenet Healthcare
THC
$20.9B
$3.32M 0.01%
24,654
-7,716
-24% -$1.02M
25 26
27
28 29

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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.