We are live on ! Find out more
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 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
51
Verizon
VZ
$196B
$109M 0.31%
2,412,851
-179,870
-7% -$7.49M
WM icon
52
Waste Management
WM
$91B
$106M 0.31%
459,900
+49,293
+12% +$10.9M
WELL icon
53
Welltower
WELL
$171B
$106M 0.3%
690,785
+145,947
+27% +$20.8M
ABT icon
54
Abbott
ABT
$187B
$105M 0.3%
794,165
+61,220
+8% +$7.79M
SPY icon
55
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$103M 0.3%
184,209
-685
-0.4% -$403K
MRSH
56
Marsh
MRSH
$91.5B
$103M 0.3%
421,095
+68,439
+19% +$15.5M
GE icon
57
GE Aerospace
GE
$384B
$101M 0.29%
502,797
-143,655
-22% -$28.3M
BKNG icon
58
Booking.com
BKNG
$161B
$95.9M 0.28%
520,300
+12,800
+3% +$2.45M
CVX icon
59
Chevron
CVX
$366B
$94M 0.27%
561,669
-27,554
-5% -$4.31M
PGR icon
60
Progressive
PGR
$125B
$91.5M 0.26%
323,288
+2,293
+0.7% +$600K
ISRG icon
61
Intuitive Surgical
ISRG
$134B
$91M 0.26%
183,822
-3,576
-2% -$1.98M
CAT icon
62
Caterpillar
CAT
$387B
$90.8M 0.26%
275,378
+12,352
+5% +$4.4M
WFC icon
63
Wells Fargo
WFC
$264B
$90.8M 0.26%
1,264,471
+113,876
+10% +$8.55M
PLD icon
64
Prologis
PLD
$133B
$89.6M 0.26%
801,868
+17,508
+2% +$2.03M
MRK icon
65
Merck
MRK
$318B
$89.2M 0.26%
994,125
-26,378
-3% -$2.46M
PEP icon
66
PepsiCo
PEP
$190B
$89.1M 0.26%
594,411
+4,468
+0.8% +$665K
AXP icon
67
American Express
AXP
$230B
$88.9M 0.26%
330,315
+2,451
+0.7% +$724K
BMY icon
68
Bristol-Myers Squibb
BMY
$132B
$88.3M 0.25%
1,447,632
+33,983
+2% +$1.98M
COP icon
69
ConocoPhillips
COP
$141B
$86.9M 0.25%
827,056
+38,068
+5% +$3.8M
PFE icon
70
Pfizer
PFE
$153B
$86.7M 0.25%
3,420,896
+905,274
+36% +$23.7M
NOW icon
71
ServiceNow
NOW
$129B
$84.4M 0.24%
529,925
-102,260
-16% -$19.7M
APH icon
72
Amphenol
APH
$209B
$84.3M 0.24%
1,285,077
+24,846
+2% +$1.7M
INTU icon
73
Intuit
INTU
$89B
$82.6M 0.24%
134,449
-37,156
-22% -$22.3M
PANW icon
74
Palo Alto Networks
PANW
$297B
$81.9M 0.24%
480,035
+16,343
+4% +$3.02M
PWR icon
75
Quanta Services
PWR
$101B
$80.5M 0.23%
316,752
+53,614
+20% +$15.5M
1 2
3
4 5

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.