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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
WD icon
1276
Walker & Dunlop
WD
$1.47B
$784K ﹤0.01%
9,183
-559
-6% -$50K
BFH icon
1277
Bread Financial
BFH
$4.51B
$783K ﹤0.01%
15,629
+2,579
+20% +$147K
KW
1278
DELISTED
Kennedy-Wilson Holdings
KW
$782K ﹤0.01%
90,137
-167
-0.2% -$1.52K
MP icon
1279
MP Materials
MP
$9.91B
$782K ﹤0.01%
32,021
-41,795
-57% -$971K
KFY icon
1280
Korn Ferry
KFY
$4.36B
$777K ﹤0.01%
11,462
-1,471
-11% -$99.3K
BCE icon
1281
BCE
BCE
$21.7B
$777K ﹤0.01%
33,847
+12,590
+59% +$296K
FUL icon
1282
H.B. Fuller
FUL
$3.24B
$775K ﹤0.01%
13,808
+1,954
+16% +$115K
SXT icon
1283
Sensient Technologies
SXT
$5.53B
$774K ﹤0.01%
10,395
+1,691
+19% +$123K
CPRX
1284
DELISTED
Catalyst Pharmaceutical
CPRX
$774K ﹤0.01%
31,897
+3,244
+11% +$73.1K
ABM icon
1285
ABM Industries
ABM
$2.82B
$773K ﹤0.01%
16,331
– –
NVST icon
1286
Envista
NVST
$4.51B
$772K ﹤0.01%
44,709
+2,652
+6% +$51.6K
W icon
1287
Wayfair
W
$13.9B
$771K ﹤0.01%
24,081
– –
WDFC icon
1288
WD-40
WDFC
$3.09B
$770K ﹤0.01%
3,154
-230
-7% -$54.4K
IRDM icon
1289
Iridium Communications
IRDM
$5.27B
$769K ﹤0.01%
28,154
-2,910
-9% -$85.3K
POWI icon
1290
Power Integrations
POWI
$3.48B
$767K ﹤0.01%
15,190
+913
+6% +$54.6K
ALRM icon
1291
Alarm.com
ALRM
$2.74B
$767K ﹤0.01%
13,777
+2,932
+27% +$176K
GNW icon
1292
Genworth Financial
GNW
$3.77B
$766K ﹤0.01%
108,045
-19,576
-15% -$136K
UEC icon
1293
Uranium Energy
UEC
$5.54B
$765K ﹤0.01%
159,694
-2,802
-2% -$17.6K
RNAM
1294
DELISTED
Avidity Biosciences
RNAM
$764K ﹤0.01%
25,891
-1,568
-6% -$48.8K
CNS icon
1295
Cohen & Steers
CNS
$4.4B
$762K ﹤0.01%
9,500
– –
BRZE icon
1296
Braze
BRZE
$3.36B
$762K ﹤0.01%
21,117
+1,470
+7% +$59.1K
TGNA
1297
DELISTED
TEGNA Inc
TGNA
$761K ﹤0.01%
41,742
-3,306
-7% -$59.8K
QBTS icon
1298
D-Wave Quantum Inc. Common Stock
QBTS
$7.78B
$760K ﹤0.01%
99,949
+87,435
+699% +$587K
PBR icon
1299
Petrobras
PBR
$115B
$760K ﹤0.01%
52,971
+3,537
+7% +$48.8K
NMIH icon
1300
NMI Holdings
NMIH
$3.42B
$758K ﹤0.01%
21,034
– –
50 51
52
53 54

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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.