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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
DOCS icon
801
Doximity
DOCS
$4.65B
$2.07M 0.01%
35,673
+4,794
+16% +$303K
S icon
802
SentinelOne
S
$7.7B
$2.07M 0.01%
113,693
-40,957
-26% -$889K
AXTA icon
803
Axalta
AXTA
$7.98B
$2.05M 0.01%
61,721
+7,273
+13% +$258K
FUTU icon
804
Futu Holdings
FUTU
$14.7B
$2.05M 0.01%
20,000
+220
+1% +$22.5K
HAS icon
805
Hasbro
HAS
$13.7B
$2.05M 0.01%
33,287
+808
+2% +$48.9K
HALO icon
806
Halozyme
HALO
$11.6B
$2.05M 0.01%
32,068
-804
-2% -$46.7K
MMSI icon
807
Merit Medical Systems
MMSI
$5.44B
$2.05M 0.01%
19,351
-495
-2% -$51.1K
CRBG icon
808
Corebridge Financial
CRBG
$14.9B
$2.04M 0.01%
64,651
– –
CR icon
809
Crane Co
CR
$12.7B
$2.04M 0.01%
13,318
+328
+3% +$52.6K
TMHC
810
DELISTED
Taylor Morrison
TMHC
$2.04M 0.01%
33,976
+3,304
+11% +$206K
CLS icon
811
Celestica
CLS
$39.1B
$2.04M 0.01%
25,823
-4,309
-14% -$457K
FTAI icon
812
FTAI Aviation
FTAI
$23.2B
$2.03M 0.01%
18,254
-681
-4% -$80.5K
WTFC icon
813
Wintrust Financial
WTFC
$10.9B
$2.02M 0.01%
17,939
+516
+3% +$63.8K
EVR icon
814
Evercore
EVR
$11.7B
$2.01M 0.01%
10,068
+483
+5% +$120K
JHG
815
DELISTED
Janus Henderson
JHG
$2.01M 0.01%
55,595
+3,217
+6% +$133K
BSAC icon
816
Banco Santander Chile
BSAC
$16.5B
$2.01M 0.01%
88,035
-16,916
-16% -$361K
WCC
817
WESCO International
WCC
$17.8B
$2.01M 0.01%
12,918
+226
+2% +$40.4K
NWSA icon
818
News Corp Class A
NWSA
$15.5B
$2M 0.01%
73,505
+4,933
+7% +$138K
CART icon
819
Maplebear
CART
$11.4B
$2M 0.01%
50,058
+5,500
+12% +$244K
TECH icon
820
Bio-Techne
TECH
$11.2B
$1.99M 0.01%
34,005
+249
+0.7% +$16.9K
LAD icon
821
Lithia Motors
LAD
$8.32B
$1.99M 0.01%
6,789
– –
COOP
822
DELISTED
Mr. Cooper
COOP
$1.99M 0.01%
16,621
+1,172
+8% +$122K
FYBR
823
DELISTED
Frontier Communications
FYBR
$1.98M 0.01%
55,299
+7,074
+15% +$253K
HRB icon
824
H&R Block
HRB
$5.92B
$1.98M 0.01%
36,070
-220
-0.6% -$11.8K
GL icon
825
Globe Life
GL
$14.1B
$1.97M 0.01%
14,987
-1,929
-11% -$236K
31 32
33
34 35

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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.