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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
FIVE icon
1051
Five Below
FIVE
$13B
$1.18M ﹤0.01%
15,734
+729
+5% +$64.1K
QXO
1052
QXO Inc
QXO
$16.8B
$1.18M ﹤0.01%
87,015
– –
CYTK icon
1053
Cytokinetics
CYTK
$10.6B
$1.18M ﹤0.01%
29,261
+1,003
+4% +$46.1K
AROC icon
1054
Archrock
AROC
$5.78B
$1.17M ﹤0.01%
44,760
+6,254
+16% +$169K
LEA icon
1055
Lear
LEA
$8.12B
$1.17M ﹤0.01%
13,230
-762
-5% -$72.3K
HWC icon
1056
Hancock Whitney
HWC
$6.28B
$1.17M ﹤0.01%
22,234
-1,083
-5% -$60.9K
GLOB icon
1057
Globant
GLOB
$1.68B
$1.17M ﹤0.01%
9,903
-60,467
-86% -$10.8M
UBSI icon
1058
United Bankshares
UBSI
$6.61B
$1.17M ﹤0.01%
33,619
+1,554
+5% +$56.9K
BDC icon
1059
Belden
BDC
$5.26B
$1.16M ﹤0.01%
11,603
+342
+3% +$37.9K
NOVT icon
1060
Novanta
NOVT
$6.34B
$1.16M ﹤0.01%
9,092
– –
AMG icon
1061
Affiliated Managers Group
AMG
$9.48B
$1.16M ﹤0.01%
6,913
-477
-6% -$83.2K
TPG icon
1062
TPG
TPG
$8.12B
$1.16M ﹤0.01%
24,362
+1,294
+6% +$75.4K
VLY icon
1063
Valley National Bancorp
VLY
$8.16B
$1.15M ﹤0.01%
129,911
+14,481
+13% +$137K
FRPT icon
1064
Freshpet
FRPT
$3.45B
$1.15M ﹤0.01%
13,860
+1,193
+9% +$146K
BOX icon
1065
Box
BOX
$4.55B
$1.15M ﹤0.01%
37,116
+1,689
+5% +$54.7K
IVZ icon
1066
Invesco
IVZ
$13.8B
$1.14M ﹤0.01%
75,384
-2,361
-3% -$40.3K
LFUS icon
1067
Littelfuse
LFUS
$11.5B
$1.14M ﹤0.01%
5,811
-398
-6% -$91.1K
POR icon
1068
Portland General Electric
POR
$5.69B
$1.14M ﹤0.01%
25,506
+1,163
+5% +$49.9K
IONQ icon
1069
IonQ
IONQ
$17.6B
$1.13M ﹤0.01%
51,408
+11,398
+28% +$369K
CDE icon
1070
Coeur Mining
CDE
$19.1B
$1.13M ﹤0.01%
191,569
+76,787
+67% +$474K
OSK icon
1071
Oshkosh
OSK
$9.62B
$1.13M ﹤0.01%
12,037
+446
+4% +$44.6K
TGTX icon
1072
TG Therapeutics
TGTX
$7.64B
$1.13M ﹤0.01%
28,702
-2,297
-7% -$77.3K
SMG icon
1073
ScottsMiracle-Gro
SMG
$3.61B
$1.13M ﹤0.01%
20,597
+12,500
+154% +$808K
TFX icon
1074
Teleflex
TFX
$5.91B
$1.13M ﹤0.01%
8,179
-13,110
-62% -$2.12M
ABG icon
1075
Asbury Automotive
ABG
$3.73B
$1.12M ﹤0.01%
5,093
+333
+7% +$86.9K
41 42
43
44 45

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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.