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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
ITCI
676
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$3.31M 0.01%
25,079
+440
+2% +$54.8K
COHR icon
677
Coherent
COHR
$64.3B
$3.31M 0.01%
50,897
+11,594
+29% +$961K
XPO icon
678
XPO
XPO
$23.8B
$3.25M 0.01%
30,247
+918
+3% +$117K
EXLS icon
679
EXL Service
EXLS
$5.29B
$3.25M 0.01%
68,750
-6,125
-8% -$295K
GTLS
680
DELISTED
Chart Industries
GTLS
$3.25M 0.01%
22,482
-794
-3% -$146K
RNR icon
681
RenaissanceRe
RNR
$13.2B
$3.24M 0.01%
13,518
+100
+0.7% +$24.2K
KRG icon
682
Kite Realty
KRG
$5.24B
$3.24M 0.01%
144,996
+375
+0.3% +$8.57K
NVT icon
683
nVent Electric
NVT
$27.1B
$3.22M 0.01%
61,488
-48,358
-44% -$3.06M
SOFI icon
684
SoFi Technologies
SOFI
$23.2B
$3.22M 0.01%
276,612
-278
-0.1% -$4.01K
AR icon
685
Antero Resources
AR
$11.6B
$3.21M 0.01%
79,376
+4,584
+6% +$176K
FSV icon
686
FirstService
FSV
$6.3B
$3.2M 0.01%
19,272
-1,081
-5% -$189K
PFGC icon
687
Performance Food Group
PFGC
$17.9B
$3.16M 0.01%
40,161
-31
-0.1% -$2.59K
AHR icon
688
American Healthcare REIT
AHR
$10.2B
$3.16M 0.01%
104,195
+2,600
+3% +$75K
CUZ icon
689
Cousins Properties
CUZ
$4.83B
$3.15M 0.01%
106,888
+7,038
+7% +$211K
DAR icon
690
Darling Ingredients
DAR
$9.84B
$3.14M 0.01%
100,366
+33,413
+50% +$1.17M
AOS icon
691
A.O. Smith
AOS
$8.65B
$3.12M 0.01%
47,747
-67,935
-59% -$4.59M
FCPT icon
692
Four Corners Property Trust
FCPT
$2.69B
$3.12M 0.01%
108,674
+7,966
+8% +$223K
BCH icon
693
Banco de Chile
BCH
$20.7B
$3.11M 0.01%
117,367
– –
IRT icon
694
Independence Realty Trust
IRT
$3.93B
$3.1M 0.01%
146,190
-992
-0.7% -$20K
AGI icon
695
Alamos Gold
AGI
$14B
$3.04M 0.01%
113,912
-64,258
-36% -$1.45M
DKNG icon
696
DraftKings
DKNG
$12.6B
$2.98M 0.01%
89,726
+2,564
+3% +$105K
WWD icon
697
Woodward
WWD
$21.1B
$2.97M 0.01%
16,298
+290
+2% +$53.6K
VTRS icon
698
Viatris
VTRS
$18.7B
$2.97M 0.01%
341,047
-787
-0.2% -$8.26K
ENTG icon
699
Entegris
ENTG
$23B
$2.97M 0.01%
33,934
+2,023
+6% +$204K
DAY
700
DELISTED
Dayforce
DAY
$2.97M 0.01%
50,835
+4,257
+9% +$274K
26 27
28
29 30

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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.