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 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAC icon
726
Macerich
MAC
$6.96B
$2.63M 0.01%
153,051
+6,703
+5% +$128K
MDB icon
727
MongoDB
MDB
$35.3B
$2.63M 0.01%
14,976
-2,114
-12% -$515K
ENPH icon
728
Enphase Energy
ENPH
$5.59B
$2.61M 0.01%
42,113
-5,413
-11% -$343K
FHN icon
729
First Horizon
FHN
$12B
$2.6M 0.01%
133,707
+3,982
+3% +$82K
ORI icon
730
Old Republic International
ORI
$10.2B
$2.59M 0.01%
66,092
+3,211
+5% +$118K
ENIC icon
731
Enel Chile
ENIC
$6.18B
$2.59M 0.01%
791,481
+270,000
+52% +$865K
SLG icon
732
SL Green Realty
SLG
$3.95B
$2.58M 0.01%
44,776
+623
+1% +$39.3K
DTM icon
733
DT Midstream
DTM
$13.7B
$2.57M 0.01%
26,647
+2,534
+11% +$254K
G icon
734
Genpact
G
$5.71B
$2.56M 0.01%
50,847
+7,854
+18% +$389K
SSB icon
735
SouthState Bank Corp
SSB
$10.7B
$2.55M 0.01%
27,464
+7,611
+38% +$749K
POOL icon
736
Pool Corp
POOL
$7.32B
$2.54M 0.01%
7,988
+165
+2% +$56K
PNW icon
737
Pinnacle West Capital
PNW
$12.1B
$2.54M 0.01%
26,685
+1,239
+5% +$111K
PR
738
Permian Resources
PR
$18B
$2.51M 0.01%
180,889
+15,802
+10% +$226K
PRI icon
739
Primerica
PRI
$9.63B
$2.48M 0.01%
8,716
-347
-4% -$98.9K
GFL icon
740
GFL Environmental
GFL
$14.9B
$2.48M 0.01%
51,309
+574
+1% +$26K
KNX icon
741
Knight Transportation
KNX
$11.2B
$2.47M 0.01%
56,842
-86,633
-60% -$4.47M
GNRC icon
742
Generac Holdings
GNRC
$12.7B
$2.46M 0.01%
19,389
-72
-0.4% -$10.3K
SKT icon
743
Tanger
SKT
$4.43B
$2.45M 0.01%
72,632
-284
-0.4% -$9.54K
WBS icon
744
Webster Financial
WBS
$12.8B
$2.44M 0.01%
47,415
+1,511
+3% +$84.1K
EXEL icon
745
Exelixis
EXEL
$12.7B
$2.43M 0.01%
65,913
+2,466
+4% +$87.9K
BEPC icon
746
Brookfield Renewable
BEPC
$6.46B
$2.42M 0.01%
86,655
-10,669
-11% -$293K
ERIE icon
747
Erie Indemnity
ERIE
$13.4B
$2.4M 0.01%
5,721
+106
+2% +$43.3K
UHS icon
748
Universal Health Services
UHS
$9.94B
$2.38M 0.01%
12,681
+617
+5% +$113K
SAIA icon
749
Saia
SAIA
$9.52B
$2.38M 0.01%
6,804
– –
RL icon
750
Ralph Lauren
RL
$23.7B
$2.38M 0.01%
10,762
+476
+5% +$118K
28 29
30
31 32

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.