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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
CBT icon
1076
Cabot Corp
CBT
$4.48B
$1.12M ﹤0.01%
13,512
-1,102
-8% -$95K
STEP icon
1077
StepStone Group
STEP
$4.02B
$1.12M ﹤0.01%
21,494
+1,673
+8% +$98.4K
PCVX icon
1078
Vaxcyte
PCVX
$8.97B
$1.12M ﹤0.01%
29,635
+436
+1% +$34.9K
AEIS icon
1079
Advanced Energy
AEIS
$13.8B
$1.12M ﹤0.01%
11,716
-606
-5% -$69.2K
PLMR icon
1080
Palomar
PLMR
$3.45B
$1.11M ﹤0.01%
8,102
+270
+3% +$32K
UHAL.B icon
1081
U-Haul Holding Co Series N
UHAL.B
$12.6B
$1.11M ﹤0.01%
18,737
+2,661
+17% +$167K
RYN icon
1082
Rayonier
RYN
$6.39B
$1.11M ﹤0.01%
41,641
+3,810
+10% +$96.5K
SON icon
1083
Sonoco
SON
$5.7B
$1.1M ﹤0.01%
23,382
+4,064
+21% +$192K
BCC icon
1084
Boise Cascade
BCC
$2.9B
$1.1M ﹤0.01%
11,259
-18
-0.2% -$2.04K
IONS icon
1085
Ionis Pharmaceuticals
IONS
$9.31B
$1.1M ﹤0.01%
36,509
+187
+0.5% +$6.12K
FBP icon
1086
First Bancorp
FBP
$4.44B
$1.1M ﹤0.01%
57,403
-4,394
-7% -$85.3K
CWEN icon
1087
Clearway Energy Class C
CWEN
$7.19B
$1.1M ﹤0.01%
36,262
+1,301
+4% +$35.4K
VET icon
1088
Vermilion Energy
VET
$1.74B
$1.1M ﹤0.01%
135,600
+6,518
+5% +$58.2K
SPR
1089
DELISTED
Spirit AeroSystems
SPR
$1.1M ﹤0.01%
31,850
+1,619
+5% +$55.3K
THO icon
1090
Thor Industries
THO
$4.15B
$1.09M ﹤0.01%
14,433
+843
+6% +$79.3K
CNO icon
1091
CNO Financial Group
CNO
$5.05B
$1.09M ﹤0.01%
26,256
-105
-0.4% -$4.19K
BBIO icon
1092
BridgeBio Pharma
BBIO
$16.3B
$1.09M ﹤0.01%
31,622
+92
+0.3% +$3.1K
ANF icon
1093
Abercrombie & Fitch
ANF
$5.1B
$1.09M ﹤0.01%
14,305
+585
+4% +$63K
NSIT icon
1094
Insight Enterprises
NSIT
$4.48B
$1.09M ﹤0.01%
7,264
– –
FLR icon
1095
Fluor
FLR
$7.08B
$1.09M ﹤0.01%
30,374
– –
IDA icon
1096
Idacorp
IDA
$8.21B
$1.09M ﹤0.01%
9,361
+437
+5% +$49K
RKLB icon
1097
Rocket Lab Corp
RKLB
$51.7B
$1.08M ﹤0.01%
60,199
– –
RITM icon
1098
Rithm Capital
RITM
$5.72B
$1.07M ﹤0.01%
93,742
+11,678
+14% +$135K
EXPO icon
1099
Exponent
EXPO
$3.18B
$1.07M ﹤0.01%
13,208
– –
KMPR icon
1100
Kemper
KMPR
$1.59B
$1.07M ﹤0.01%
16,009
+859
+6% +$57K
42 43
44
45 46

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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.