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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
USRT icon
876
iShares Core US REIT ETF
USRT
$4.53B
$1.74M 0.01%
30,489
– –
RIVN icon
877
Rivian
RIVN
$23.7B
$1.74M 0.01%
139,588
-167,998
-55% -$2.11M
CWT icon
878
California Water Service
CWT
$3.09B
$1.73M 0.01%
35,773
+5,935
+20% +$270K
BFAM icon
879
Bright Horizons
BFAM
$3.76B
$1.73M 0.01%
13,595
+447
+3% +$54.9K
ONTO icon
880
Onto Innovation
ONTO
$15.7B
$1.73M 0.01%
14,229
-1,553
-10% -$261K
LNC icon
881
Lincoln National
LNC
$8.51B
$1.72M ﹤0.01%
47,924
+2,234
+5% +$79.3K
SIGI icon
882
Selective Insurance
SIGI
$5.6B
$1.72M ﹤0.01%
18,773
+1,775
+10% +$156K
SMPL icon
883
Simply Good Foods
SMPL
$961M
$1.71M ﹤0.01%
49,615
+25,484
+106% +$922K
AM icon
884
Antero Midstream
AM
$10.5B
$1.71M ﹤0.01%
94,998
-3,586
-4% -$59.4K
SF
885
Stifel
SF
$12.7B
$1.71M ﹤0.01%
27,173
– –
OLED icon
886
Universal Display
OLED
$4.32B
$1.7M ﹤0.01%
12,200
-1,395
-10% -$208K
PRMB
887
Primo Brands
PRMB
$8.56B
$1.7M ﹤0.01%
47,914
+4,507
+10% +$147K
LPX icon
888
Louisiana-Pacific
LPX
$5.28B
$1.7M ﹤0.01%
18,470
-196
-1% -$20.5K
WEX icon
889
WEX
WEX
$6.44B
$1.69M ﹤0.01%
10,786
+2
+0% +$329
CWST icon
890
Casella Waste Systems
CWST
$5.89B
$1.69M ﹤0.01%
15,171
– –
VOYA icon
891
Voya Financial
VOYA
$8.9B
$1.69M ﹤0.01%
24,901
-280
-1% -$19.6K
MTDR icon
892
Matador Resources
MTDR
$6.51B
$1.69M ﹤0.01%
33,013
+2,031
+7% +$112K
LBRDK icon
893
Liberty Broadband Class C
LBRDK
$5.32B
$1.68M ﹤0.01%
19,786
– –
RBC icon
894
RBC Bearings
RBC
$17.5B
$1.68M ﹤0.01%
5,229
+399
+8% +$135K
DEI icon
895
Douglas Emmett
DEI
$1.92B
$1.68M ﹤0.01%
104,877
-1,075
-1% -$18.2K
BPOP icon
896
Popular Inc
BPOP
$11.2B
$1.67M ﹤0.01%
18,127
-1,509
-8% -$147K
SLM icon
897
SLM Corp
SLM
$5.11B
$1.67M ﹤0.01%
57,003
+6,514
+13% +$191K
VNOM icon
898
Viper Energy
VNOM
$15.4B
$1.67M ﹤0.01%
37,058
+6,707
+22% +$316K
AUR icon
899
Aurora
AUR
$13.6B
$1.67M ﹤0.01%
248,252
– –
TREX icon
900
Trex
TREX
$5.07B
$1.67M ﹤0.01%
28,703
+731
+3% +$47.5K
34 35
36
37 38

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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.