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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
TBBK icon
1326
The Bancorp
TBBK
$2.82B
$726K ﹤0.01%
13,732
-866
-6% -$48.1K
VCTR icon
1327
Victory Capital Holdings
VCTR
$7.27B
$724K ﹤0.01%
12,507
-1,628
-12% -$103K
BKU icon
1328
Bankunited
BKU
$3.41B
$722K ﹤0.01%
20,974
+1,682
+9% +$63.4K
HGV icon
1329
Hilton Grand Vacations
HGV
$3.49B
$722K ﹤0.01%
19,301
– –
DXC icon
1330
DXC Technology
DXC
$1.79B
$720K ﹤0.01%
42,206
– –
GTM
1331
ZoomInfo Technologies
GTM
$1.25B
$716K ﹤0.01%
71,578
+5,523
+8% +$57.9K
AI icon
1332
C3.ai
AI
$1.58B
$715K ﹤0.01%
33,943
+1,795
+6% +$50.9K
SHOO icon
1333
Steven Madden
SHOO
$3.46B
$711K ﹤0.01%
26,691
+2,975
+13% +$105K
SYNA icon
1334
Synaptics
SYNA
$4.2B
$710K ﹤0.01%
11,141
+1,841
+20% +$133K
TEX icon
1335
Terex
TEX
$7.57B
$709K ﹤0.01%
18,779
– –
CVBF icon
1336
CVB Financial
CVBF
$4.08B
$708K ﹤0.01%
38,367
– –
MDGL icon
1337
Madrigal Pharmaceuticals
MDGL
$11.7B
$708K ﹤0.01%
2,138
-291
-12% -$95.6K
KLIC icon
1338
Kulicke & Soffa
KLIC
$5.01B
$706K ﹤0.01%
21,401
-969
-4% -$39.8K
CALM icon
1339
Cal-Maine
CALM
$3.87B
$704K ﹤0.01%
7,741
– –
APAM icon
1340
Artisan Partners
APAM
$3.03B
$703K ﹤0.01%
17,983
-1,298
-7% -$55K
BL icon
1341
BlackLine
BL
$1.82B
$703K ﹤0.01%
14,520
+1,122
+8% +$61.4K
NEU icon
1342
NewMarket
NEU
$8.72B
$702K ﹤0.01%
1,239
– –
ALEX
1343
DELISTED
Alexander & Baldwin
ALEX
$701K ﹤0.01%
40,702
-8,059
-17% -$142K
ADT icon
1344
ADT
ADT
$5.46B
$701K ﹤0.01%
86,061
-2,075
-2% -$15.7K
OFG icon
1345
OFG Bancorp
OFG
$2.26B
$700K ﹤0.01%
17,495
+132
+0.8% +$5.53K
REZI icon
1346
Resideo Technologies
REZI
$3.1B
$697K ﹤0.01%
39,401
+3,132
+9% +$64.3K
ITGR icon
1347
Integer Holdings
ITGR
$4.25B
$697K ﹤0.01%
5,904
– –
ABR icon
1348
Arbor Realty Trust
ABR
$981M
$693K ﹤0.01%
58,979
+4,484
+8% +$58K
BKH icon
1349
Black Hills Corp
BKH
$5.64B
$693K ﹤0.01%
11,421
-1,730
-13% -$102K
RNG icon
1350
RingCentral
RNG
$5.66B
$691K ﹤0.01%
27,920
-1,498
-5% -$46.7K
52 53
54
55 56

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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.