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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
CFLT
926
DELISTED
Confluent
CFLT
$1.59M ﹤0.01%
67,801
+5,157
+8% +$149K
GKOS icon
927
Glaukos
GKOS
$10.7B
$1.58M ﹤0.01%
16,099
+1,160
+8% +$155K
R icon
928
Ryder
R
$9.92B
$1.58M ﹤0.01%
11,008
-225
-2% -$35K
OMF icon
929
OneMain Financial
OMF
$7.32B
$1.58M ﹤0.01%
32,384
+2,141
+7% +$114K
MTN icon
930
Vail Resorts
MTN
$5.26B
$1.58M ﹤0.01%
9,885
+342
+4% +$56.8K
CURB
931
Curbline Properties
CURB
$3.4B
$1.58M ﹤0.01%
65,167
– –
CADE
932
DELISTED
Cadence Bank
CADE
$1.57M ﹤0.01%
51,634
+480
+0.9% +$15.9K
AIT icon
933
Applied Industrial Technologies
AIT
$13B
$1.57M ﹤0.01%
6,955
-478
-6% -$118K
BWA icon
934
BorgWarner
BWA
$14.2B
$1.56M ﹤0.01%
54,595
-2,305
-4% -$69.9K
JBTM
935
JBT Marel
JBTM
$6.32B
$1.55M ﹤0.01%
12,682
+4,226
+50% +$535K
HSIC icon
936
Henry Schein
HSIC
$9.94B
$1.55M ﹤0.01%
22,618
-37,776
-63% -$2.79M
SPXC icon
937
SPX Corp
SPXC
$10.9B
$1.55M ﹤0.01%
11,998
-364
-3% -$52.1K
IVT icon
938
InvenTrust Properties
IVT
$2.56B
$1.54M ﹤0.01%
52,551
+3,679
+8% +$108K
PSN icon
939
Parsons
PSN
$5.15B
$1.54M ﹤0.01%
26,066
+1,128
+5% +$81.7K
SOBO
940
South Bow Corp
SOBO
$7.57B
$1.53M ﹤0.01%
60,090
+2,500
+4% +$62.6K
NSA
941
DELISTED
National Storage Affiliates Trust
NSA
$1.53M ﹤0.01%
38,817
+1,048
+3% +$39.5K
AWI icon
942
Armstrong World Industries
AWI
$7.89B
$1.52M ﹤0.01%
10,809
+321
+3% +$47.3K
UE icon
943
Urban Edge Properties
UE
$2.73B
$1.52M ﹤0.01%
79,975
-5,508
-6% -$110K
FCN icon
944
FTI Consulting
FCN
$4.22B
$1.52M ﹤0.01%
9,246
-5,099
-36% -$916K
MHK icon
945
Mohawk Industries
MHK
$9.26B
$1.52M ﹤0.01%
13,277
-375
-3% -$44.7K
BVN icon
946
Compañía de Minas Buenaventura
BVN
$8.84B
$1.51M ﹤0.01%
96,903
– –
SRPT icon
947
Sarepta Therapeutics
SRPT
$1.92B
$1.51M ﹤0.01%
23,712
+2,368
+11% +$249K
RMBS icon
948
Rambus
RMBS
$10.5B
$1.51M ﹤0.01%
29,129
– –
ACIW icon
949
ACI Worldwide
ACIW
$5.27B
$1.51M ﹤0.01%
27,552
– –
DBX icon
950
Dropbox
DBX
$7.41B
$1.51M ﹤0.01%
56,387
-5,743
-9% -$167K
36 37
38
39 40

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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.