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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 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
151
eBay
EBAY
$49.8B
$42.2M 0.12%
622,624
+8,758
+1% +$584K
EXC icon
152
Exelon
EXC
$47B
$41.4M 0.12%
899,255
+75,405
+9% +$3.15M
NKE icon
153
Nike
NKE
$61.9B
$41.4M 0.12%
652,000
+85,275
+15% +$6.28M
ENB icon
154
Enbridge
ENB
$112B
$41.4M 0.12%
935,190
+35,934
+4% +$1.56M
CI icon
155
Cigna
CI
$74.6B
$40.2M 0.12%
122,055
-66,012
-35% -$19.9M
MCK icon
156
McKesson
MCK
$101B
$39.9M 0.11%
59,277
+2,153
+4% +$1.33M
CNI icon
157
Canadian National Railway
CNI
$76.6B
$39.7M 0.11%
407,861
+158,335
+63% +$16M
PNR icon
158
Pentair
PNR
$11B
$39.5M 0.11%
451,850
-8,257
-2% -$787K
ELV icon
159
Elevance Health
ELV
$85.5B
$39.4M 0.11%
90,588
+4,559
+5% +$1.83M
PAYX icon
160
Paychex
PAYX
$42.7B
$39.2M 0.11%
254,007
+53,357
+27% +$7.85M
VLO icon
161
Valero Energy
VLO
$85.9B
$39M 0.11%
294,965
+136,550
+86% +$18.1M
DB icon
162
Deutsche Bank
DB
$71.5B
$38.6M 0.11%
1,637,897
-892,862
-35% -$18.7M
HLT icon
163
Hilton Worldwide
HLT
$71.5B
$38.5M 0.11%
169,356
-56,305
-25% -$14M
SHW icon
164
Sherwin-Williams
SHW
$89.8B
$38.5M 0.11%
110,203
+9,396
+9% +$3.3M
TXN icon
165
Texas Instruments
TXN
$261B
$38.4M 0.11%
213,787
+9,995
+5% +$1.87M
TT icon
166
Trane Technologies
TT
$106B
$38.3M 0.11%
113,786
-39,383
-26% -$14.2M
MDLZ icon
167
Mondelez International
MDLZ
$79.9B
$36.8M 0.11%
543,074
+7,967
+1% +$491K
AON icon
168
Aon
AON
$76B
$36.6M 0.11%
91,624
-4,924
-5% -$1.89M
SU icon
169
Suncor Energy
SU
$70.3B
$36.4M 0.1%
939,104
-107,409
-10% -$4.1M
RACE icon
170
Ferrari
RACE
$72.5B
$36.3M 0.1%
85,614
+2,144
+3% +$964K
ED icon
171
Consolidated Edison
ED
$39.9B
$36M 0.1%
325,395
-90,711
-22% -$8.9M
UPS icon
172
United Parcel Service
UPS
$88.9B
$35.9M 0.1%
326,541
+29,661
+10% +$3.55M
OMC icon
173
Omnicom Group
OMC
$23.4B
$35.7M 0.1%
431,069
+49,394
+13% +$4.12M
ZTS icon
174
Zoetis
ZTS
$30B
$35.5M 0.1%
215,736
-1,358
-0.6% -$226K
KMB icon
175
Kimberly-Clark
KMB
$36.5B
$35.3M 0.1%
248,516
+3,889
+2% +$524K
5 6
7
8 9

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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.