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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
CBSH icon
851
Commerce Bancshares
CBSH
$8.47B
$1.85M 0.01%
31,285
-663
-2% -$40.4K
TENB icon
852
Tenable Holdings
TENB
$4.17B
$1.85M 0.01%
52,940
-2,360
-4% -$92.4K
BNL icon
853
Broadstone Net Lease
BNL
$3.96B
$1.84M 0.01%
108,124
+10,164
+10% +$165K
MGM icon
854
MGM Resorts International
MGM
$11.1B
$1.83M 0.01%
61,873
+7,292
+13% +$245K
FMC icon
855
FMC
FMC
$1.3B
$1.83M 0.01%
43,450
+4,549
+12% +$202K
SSD icon
856
Simpson Manufacturing
SSD
$8.19B
$1.82M 0.01%
11,559
+769
+7% +$126K
LAMR icon
857
Lamar Advertising Co
LAMR
$15.6B
$1.81M 0.01%
15,921
+379
+2% +$46.2K
EAT icon
858
Brinker International
EAT
$9.49B
$1.81M 0.01%
12,148
-509
-4% -$78.3K
CHDN icon
859
Churchill Downs
CHDN
$6.18B
$1.81M 0.01%
16,298
-833
-5% -$99.5K
DCI icon
860
Donaldson
DCI
$11.2B
$1.81M 0.01%
26,966
-825
-3% -$57.1K
CAE icon
861
CAE Inc. Common Shares
CAE
$8.74B
$1.8M 0.01%
73,359
+2,062
+3% +$50.2K
ESAB icon
862
ESAB
ESAB
$5.47B
$1.8M 0.01%
15,465
+531
+4% +$64.7K
NFG icon
863
National Fuel Gas
NFG
$7.82B
$1.8M 0.01%
22,746
+209
+0.9% +$15K
LRN icon
864
Stride
LRN
$3.29B
$1.8M 0.01%
14,224
+410
+3% +$51.8K
PLUG icon
865
Plug Power
PLUG
$3.1B
$1.8M 0.01%
1,330,417
-77,532
-6% -$147K
WH icon
866
Wyndham Hotels & Resorts
WH
$5.38B
$1.79M 0.01%
19,805
-351
-2% -$35.6K
RGEN icon
867
Repligen
RGEN
$9.3B
$1.78M 0.01%
13,986
+338
+2% +$52K
PCOR icon
868
Procore
PCOR
$8.93B
$1.78M 0.01%
26,888
-535
-2% -$40.4K
LXP icon
869
LXP Industrial Trust
LXP
$3.58B
$1.77M 0.01%
40,919
+2,297
+6% +$98.5K
FLS icon
870
Flowserve
FLS
$10.3B
$1.76M 0.01%
36,096
+914
+3% +$51.9K
THG icon
871
Hanover Insurance
THG
$7.73B
$1.76M 0.01%
10,128
+1,097
+12% +$178K
NHI icon
872
National Health Investors
NHI
$3.39B
$1.76M 0.01%
23,810
+489
+2% +$34.5K
WING icon
873
Wingstop
WING
$3.03B
$1.75M 0.01%
7,778
+148
+2% +$38.5K
BABA icon
874
Alibaba
BABA
$306B
$1.75M 0.01%
13,222
-5,367
-29% -$619K
PEN icon
875
Penumbra
PEN
$12.9B
$1.74M 0.01%
6,510
-2
-0% -$541
33 34
35
36 37

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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.