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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
-2.54%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
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
ADMA icon
1001
ADMA Biologics
ADMA
$2.22B
$1.32M ﹤0.01%
66,671
+711
+1% +$12.3K
ARW icon
1002
Arrow Electronics
ARW
$10.5B
$1.31M ﹤0.01%
12,654
– –
CAVA icon
1003
CAVA Group
CAVA
$7.08B
$1.31M ﹤0.01%
15,194
+482
+3% +$52.3K
RVMD icon
1004
Revolution Medicines
RVMD
$44.1B
$1.31M ﹤0.01%
37,108
+6,262
+20% +$254K
FSS icon
1005
Federal Signal
FSS
$7.86B
$1.31M ﹤0.01%
17,787
+1,964
+12% +$176K
PK icon
1006
Park Hotels & Resorts
PK
$2.89B
$1.31M ﹤0.01%
122,446
-1,771
-1% -$22.4K
RDN icon
1007
Radian Group
RDN
$4.86B
$1.3M ﹤0.01%
39,293
– –
CE icon
1008
Celanese
CE
$4.92B
$1.3M ﹤0.01%
22,866
-56,713
-71% -$3.54M
SKX
1009
DELISTED
Skechers
SKX
$1.29M ﹤0.01%
22,786
-894
-4% -$58.2K
PEGA icon
1010
Pegasystems
PEGA
$5.44B
$1.29M ﹤0.01%
37,134
+5,808
+19% +$257K
ALKS icon
1011
Alkermes
ALKS
$8.26B
$1.29M ﹤0.01%
39,035
+699
+2% +$22.8K
INSP icon
1012
Inspire Medical Systems
INSP
$1.71B
$1.28M ﹤0.01%
8,031
+369
+5% +$66.8K
ELAN icon
1013
Elanco Animal Health
ELAN
$11.4B
$1.28M ﹤0.01%
121,465
+3,854
+3% +$43.6K
LITE icon
1014
Lumentum
LITE
$63.8B
$1.27M ﹤0.01%
20,423
+1,552
+8% +$119K
APG icon
1015
APi Group
APG
$18.5B
$1.27M ﹤0.01%
53,136
-3,584
-6% -$89.8K
GBTG icon
1016
American Express Global Business Travel
GBTG
$4.93B
$1.27M ﹤0.01%
174,340
– –
TXNM
1017
TXNM Energy Inc
TXNM
$5.91B
$1.27M ﹤0.01%
23,662
+5,200
+28% +$261K
VNT icon
1018
Vontier
VNT
$4.61B
$1.26M ﹤0.01%
38,503
– –
VIPS icon
1019
Vipshop
VIPS
$7.2B
$1.26M ﹤0.01%
80,563
-27,262
-25% -$412K
APPF icon
1020
AppFolio
APPF
$7.19B
$1.26M ﹤0.01%
5,742
+315
+6% +$72.3K
HXL icon
1021
Hexcel
HXL
$7.6B
$1.26M ﹤0.01%
23,056
+2,702
+13% +$169K
AAL icon
1022
American Airlines Group
AAL
$10.1B
$1.26M ﹤0.01%
119,432
-46,096
-28% -$694K
BROS icon
1023
Dutch Bros
BROS
$8.66B
$1.25M ﹤0.01%
20,253
+760
+4% +$50.1K
FFIN icon
1024
First Financial Bankshares
FFIN
$4.99B
$1.24M ﹤0.01%
34,621
+2,763
+9% +$101K
BILL icon
1025
BILL Holdings
BILL
$4.93B
$1.24M ﹤0.01%
27,010
+1,926
+8% +$130K
39 40
41
42 43

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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.