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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
FTNT icon
76
Fortinet
FTNT
$117B
$79.2M 0.23%
822,999
+35,384
+4% +$3.59M
EHC icon
77
Encompass Health
EHC
$12.4B
$77.8M 0.22%
768,361
+24,315
+3% +$2.37M
ADP icon
78
Automatic Data Processing
ADP
$108B
$76.5M 0.22%
250,274
+5,189
+2% +$1.57M
GS icon
79
Goldman Sachs
GS
$303B
$75.3M 0.22%
137,800
+4,087
+3% +$2.46M
DE icon
80
Deere & Co
DE
$168B
$73.3M 0.21%
156,173
+50,006
+47% +$23.4M
EQIX icon
81
Equinix
EQIX
$103B
$73.2M 0.21%
89,795
-9,694
-10% -$8.71M
OC icon
82
Owens Corning
OC
$12.4B
$73.2M 0.21%
512,579
-127,927
-20% -$21.1M
CM icon
83
Canadian Imperial Bank of Commerce
CM
$108B
$72.8M 0.21%
1,293,763
+894,035
+224% +$53.9M
CRH icon
84
CRH
CRH
$66.8B
$72.4M 0.21%
835,377
+355,939
+74% +$35M
PM icon
85
Philip Morris
PM
$295B
$72M 0.21%
453,686
+112,778
+33% +$16M
INTC icon
86
Intel
INTC
$513B
$71.7M 0.21%
3,155,676
+85,697
+3% +$1.88M
C icon
87
Citigroup
C
$226B
$70.8M 0.2%
997,476
-294,923
-23% -$22.5M
CNM icon
88
Core & Main
CNM
$8.71B
$70.2M 0.2%
1,453,304
+28,089
+2% +$1.46M
ORCL icon
89
Oracle
ORCL
$423B
$67.5M 0.19%
482,993
+52,850
+12% +$8.6M
FISV
90
Fiserv Inc
FISV
$27.9B
$66.3M 0.19%
300,271
+6,561
+2% +$1.44M
SNPS icon
91
Synopsys
SNPS
$79.7B
$65.1M 0.19%
151,821
+36,147
+31% +$17.6M
UNP icon
92
Union Pacific
UNP
$174B
$64.4M 0.18%
272,611
+6,879
+3% +$1.66M
BLK icon
93
Blackrock
BLK
$176B
$64.2M 0.18%
67,805
+2,409
+4% +$2.36M
DHR icon
94
Danaher
DHR
$144B
$63.9M 0.18%
311,496
+32,047
+11% +$7M
MU icon
95
Micron Technology
MU
$991B
$63.7M 0.18%
733,441
-399,934
-35% -$38.4M
NEE icon
96
NextEra Energy
NEE
$177B
$63.1M 0.18%
890,438
+31,325
+4% +$2.21M
VRT icon
97
Vertiv
VRT
$105B
$63M 0.18%
871,936
-43,839
-5% -$4.67M
MET icon
98
MetLife
MET
$62.1B
$62.6M 0.18%
779,356
+3,112
+0.4% +$259K
NXT icon
99
Nextpower Inc
NXT
$15.7B
$62.4M 0.18%
1,480,167
-273,681
-16% -$12.2M
RY icon
100
Royal Bank of Canada
RY
$293B
$61.8M 0.18%
548,921
+27,523
+5% +$3.24M
2 3
4
5 6

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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.