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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
COF icon
126
Capital One
COF
$134B
$51.6M 0.15%
287,714
+37,018
+15% +$6.99M
MO icon
127
Altria Group
MO
$114B
$50.8M 0.15%
846,797
+35,049
+4% +$1.91M
SHOP icon
128
Shopify
SHOP
$195B
$50.6M 0.15%
523,203
+28,762
+6% +$3.13M
ANET icon
129
Arista Networks
ANET
$238B
$50.4M 0.14%
650,011
+316,309
+95% +$32.1M
DUK icon
130
Duke Energy
DUK
$97.3B
$49.8M 0.14%
408,499
+34,769
+9% +$3.96M
PYPL icon
131
PayPal
PYPL
$50.5B
$49.7M 0.14%
761,819
+45,817
+6% +$3.57M
CMI icon
132
Cummins
CMI
$88.7B
$49.5M 0.14%
157,919
+500
+0.3% +$176K
TTEK icon
133
Tetra Tech
TTEK
$9.07B
$48.9M 0.14%
1,670,538
-206,756
-11% -$6.94M
TRV icon
134
Travelers Companies
TRV
$80.2B
$48.5M 0.14%
183,301
+24,129
+15% +$6.01M
AMT icon
135
American Tower
AMT
$80.4B
$46.9M 0.13%
215,510
+1,900
+0.9% +$373K
CRWD icon
136
CrowdStrike
CRWD
$218B
$46.6M 0.13%
528,296
-191,460
-27% -$18.2M
LRCX icon
137
Lam Research
LRCX
$390B
$45.7M 0.13%
629,079
+6,891
+1% +$543K
MFC icon
138
Manulife Financial
MFC
$73.5B
$45.6M 0.13%
1,462,870
+54,743
+4% +$1.65M
EA
139
DELISTED
Electronic Arts
EA
$44.7M 0.13%
309,612
-5,835
-2% -$788K
PHM icon
140
Pultegroup
PHM
$25.3B
$44.6M 0.13%
433,815
+89,976
+26% +$9.72M
O icon
141
Realty Income
O
$59.1B
$44.2M 0.13%
762,487
+1,276
+0.2% +$70.6K
PDD icon
142
Pinduoduo
PDD
$131B
$44M 0.13%
371,627
-9,011
-2% -$1.03M
PSA icon
143
Public Storage
PSA
$61.3B
$43.7M 0.13%
145,866
+9,190
+7% +$2.75M
TD icon
144
Toronto Dominion Bank
TD
$200B
$43M 0.12%
717,506
+5,127
+0.7% +$298K
ICE icon
145
Intercontinental Exchange
ICE
$84.4B
$42.8M 0.12%
247,982
-3,381
-1% -$554K
DLR icon
146
Digital Realty Trust
DLR
$71.7B
$42.8M 0.12%
298,466
+16,635
+6% +$2.71M
MPWR icon
147
Monolithic Power Systems
MPWR
$68.9B
$42.7M 0.12%
73,624
+18,985
+35% +$12M
HIG icon
148
Hartford Financial Services
HIG
$39.3B
$42.5M 0.12%
343,707
-7,319
-2% -$839K
PH icon
149
Parker-Hannifin
PH
$135B
$42.5M 0.12%
69,959
+2,665
+4% +$1.74M
RTX icon
150
RTX Corp
RTX
$301B
$42.4M 0.12%
320,035
+5,175
+2% +$656K
4 5
6
7 8

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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.