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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
CORT icon
826
Corcept Therapeutics
CORT
$12.1B
$1.97M 0.01%
17,259
+851
+5% +$51.8K
OWL icon
827
Blue Owl Capital
OWL
$19.2B
$1.96M 0.01%
97,931
– –
EPAM icon
828
EPAM Systems
EPAM
$5.15B
$1.96M 0.01%
11,621
– –
BERY
829
DELISTED
Berry Global Group, Inc.
BERY
$1.96M 0.01%
28,083
+243
+0.9% +$16.9K
KD icon
830
Kyndryl
KD
$2.91B
$1.96M 0.01%
62,321
+1,641
+3% +$61.5K
IJT icon
831
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$1.95M 0.01%
15,812
-91
-0.6% -$12.2K
HQY icon
832
HealthEquity
HQY
$8.83B
$1.94M 0.01%
21,988
+408
+2% +$41.8K
KBR icon
833
KBR
KBR
$4.74B
$1.94M 0.01%
38,957
+390
+1% +$20.8K
DUOL icon
834
Duolingo
DUOL
$6.34B
$1.94M 0.01%
6,247
+4
+0.1% +$1.37K
FN icon
835
Fabrinet
FN
$18.8B
$1.93M 0.01%
9,789
+255
+3% +$55.6K
SGI
836
Somnigroup International
SGI
$13.7B
$1.93M 0.01%
32,155
+732
+2% +$44.3K
JXN icon
837
Jackson Financial
JXN
$8.75B
$1.92M 0.01%
22,873
+400
+2% +$35.5K
RRX icon
838
Regal Rexnord
RRX
$11.5B
$1.91M 0.01%
16,790
-54
-0.3% -$7.5K
LSCC icon
839
Lattice Semiconductor
LSCC
$17.9B
$1.91M 0.01%
36,378
+27
+0.1% +$1.61K
LNW
840
DELISTED
Light & Wonder
LNW
$1.91M 0.01%
22,018
+133
+0.6% +$12.8K
UMBF icon
841
UMB Financial
UMBF
$11.2B
$1.9M 0.01%
18,809
+7,164
+62% +$790K
CHRD icon
842
Chord Energy
CHRD
$7.62B
$1.9M 0.01%
16,839
+1,944
+13% +$221K
SNV
843
DELISTED
Synovus
SNV
$1.89M 0.01%
40,495
+947
+2% +$48.9K
MTH icon
844
Meritage Homes
MTH
$4.81B
$1.89M 0.01%
26,672
+5,246
+24% +$394K
RLI icon
845
RLI Corp
RLI
$5.87B
$1.88M 0.01%
23,406
+1,178
+5% +$89.6K
HIW icon
846
Highwoods Properties
HIW
$3.4B
$1.88M 0.01%
63,402
-1,656
-3% -$48.3K
TLN
847
Talen Energy Corp
TLN
$17.1B
$1.86M 0.01%
9,335
+291
+3% +$63.1K
ARM icon
848
Arm
ARM
$287B
$1.86M 0.01%
17,452
+13,232
+314% +$1.85M
PARA
849
DELISTED
Paramount Global Class B
PARA
$1.86M 0.01%
155,452
– –
COKE icon
850
Coca-Cola Consolidated
COKE
$12.1B
$1.86M 0.01%
13,750
-920
-6% -$124K
32 33
34
35 36

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TI
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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.