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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
APLE icon
776
Apple Hospitality REIT
APLE
$3.68B
$2.21M 0.01%
171,167
+2,695
+2% +$39.4K
MLI icon
777
Mueller Industries
MLI
$15.1B
$2.21M 0.01%
57,984
-18
-0% -$719
VRNS icon
778
Varonis Systems
VRNS
$4.84B
$2.2M 0.01%
54,440
-3,018
-5% -$130K
CDP icon
779
COPT Defense Properties
CDP
$4.13B
$2.2M 0.01%
80,707
+1,866
+2% +$52.6K
MANH icon
780
Manhattan Associates
MANH
$11.4B
$2.2M 0.01%
12,698
-10,083
-44% -$2.1M
XP icon
781
XP
XP
$8.01B
$2.2M 0.01%
159,710
+22,500
+16% +$310K
CHE icon
782
Chemed
CHE
$7.02B
$2.18M 0.01%
3,550
+144
+4% +$81.8K
GPK icon
783
Graphic Packaging
GPK
$3.54B
$2.18M 0.01%
83,850
+5,941
+8% +$159K
MIDD icon
784
Middleby
MIDD
$5.43B
$2.17M 0.01%
14,265
-8,409
-37% -$1.32M
SNAP icon
785
Snap
SNAP
$9.32B
$2.16M 0.01%
248,036
+16,368
+7% +$171K
MEDP icon
786
Medpace
MEDP
$16.9B
$2.15M 0.01%
7,046
+326
+5% +$110K
AFG icon
787
American Financial Group
AFG
$12B
$2.12M 0.01%
16,160
-33
-0.2% -$4.26K
SNX icon
788
TD Synnex
SNX
$20.3B
$2.12M 0.01%
20,404
+1,430
+8% +$191K
CMA
789
DELISTED
Comerica
CMA
$2.12M 0.01%
35,911
-1,079
-3% -$67.8K
MORN icon
790
Morningstar
MORN
$7.33B
$2.11M 0.01%
7,029
+211
+3% +$66.4K
JEF icon
791
Jefferies Financial Group
JEF
$12.7B
$2.1M 0.01%
39,273
-1,394
-3% -$94.6K
UAL icon
792
United Airlines
UAL
$41B
$2.1M 0.01%
30,447
+20,707
+213% +$1.96M
BECN
793
DELISTED
Beacon Roofing Supply, Inc.
BECN
$2.1M 0.01%
16,992
+452
+3% +$52.6K
PLNT icon
794
Planet Fitness
PLNT
$3.62B
$2.1M 0.01%
21,754
+607
+3% +$61.1K
ENSG icon
795
The Ensign Group
ENSG
$10.5B
$2.1M 0.01%
16,227
+26
+0.2% +$3.44K
BRKR icon
796
Bruker
BRKR
$8.69B
$2.09M 0.01%
50,106
+572
+1% +$29.8K
AXS icon
797
AXIS Capital
AXS
$7.35B
$2.09M 0.01%
20,821
-22
-0.1% -$2.03K
WAL icon
798
Western Alliance Bancorporation
WAL
$8.89B
$2.09M 0.01%
27,160
+611
+2% +$51.3K
RYAN icon
799
Ryan Specialty Holdings
RYAN
$10.8B
$2.08M 0.01%
28,104
+836
+3% +$56.8K
Z icon
800
Zillow
Z
$7.68B
$2.07M 0.01%
30,214
– –
30 31
32
33 34

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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.