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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
REGN icon
101
Regeneron Pharmaceuticals
REGN
$80.8B
$61.8M 0.18%
97,368
-42,590
-30% -$29.3M
SPG icon
102
Simon Property Group
SPG
$72.3B
$61.7M 0.18%
371,757
+80,294
+28% +$14M
ADSK icon
103
Autodesk
ADSK
$52.6B
$61.1M 0.18%
233,286
+17,045
+8% +$4.85M
AMD icon
104
Advanced Micro Devices
AMD
$789B
$60.8M 0.17%
592,174
-13,840
-2% -$1.54M
PLTR icon
105
Palantir
PLTR
$413B
$60.8M 0.17%
720,140
+262,866
+57% +$23.1M
MMM icon
106
3M
MMM
$94.3B
$60.8M 0.17%
413,700
-16,808
-4% -$2.47M
MS icon
107
Morgan Stanley
MS
$340B
$60.7M 0.17%
520,617
+21,063
+4% +$2.71M
EWBC icon
108
East-West Bancorp
EWBC
$18B
$60.1M 0.17%
670,022
-134
-0% -$12.8K
FSLR icon
109
First Solar
FSLR
$26.9B
$59.4M 0.17%
469,638
+107,135
+30% +$16.7M
SYK icon
110
Stryker
SYK
$130B
$58.6M 0.17%
157,364
+10,295
+7% +$3.92M
AMAT icon
111
Applied Materials
AMAT
$428B
$57.9M 0.17%
398,909
-173,950
-30% -$29.3M
LOW icon
112
Lowe's Companies
LOW
$125B
$57.6M 0.17%
246,871
+9,842
+4% +$2.42M
UBER icon
113
Uber
UBER
$153B
$57M 0.16%
782,561
-74,627
-9% -$5.38M
GEV icon
114
GE Vernova
GEV
$264B
$56.6M 0.16%
185,293
+60,091
+48% +$21M
URI icon
115
United Rentals
URI
$72.4B
$56.5M 0.16%
90,098
-46,642
-34% -$32.1M
EOG icon
116
EOG Resources
EOG
$70.7B
$56.1M 0.16%
437,590
+161,740
+59% +$20.8M
CB icon
117
Chubb
CB
$135B
$55.3M 0.16%
183,284
+4,294
+2% +$1.19M
SBUX icon
118
Starbucks
SBUX
$120B
$54.9M 0.16%
559,363
+32,242
+6% +$3.33M
SPOT icon
119
Spotify
SPOT
$100B
$54.1M 0.16%
98,396
+6,232
+7% +$3.48M
TDG icon
120
TransDigm Group
TDG
$67.7B
$53.8M 0.15%
38,871
+195
+0.5% +$260K
SCHW
121
Charles Schwab
SCHW
$187B
$53.8M 0.15%
686,735
+68,702
+11% +$5.39M
NEM icon
122
Newmont
NEM
$119B
$53.4M 0.15%
1,105,730
+146,692
+15% +$6.44M
MELI icon
123
Mercado Libre
MELI
$92.3B
$53M 0.15%
27,192
+3,518
+15% +$6.98M
TSCO icon
124
Tractor Supply
TSCO
$18B
$52.2M 0.15%
947,800
+56,902
+6% +$3.11M
DFS
125
DELISTED
Discover Financial Services
DFS
$51.8M 0.15%
303,299
+102,504
+51% +$18.7M
3 4
5
6 7

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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.