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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
CLMT icon
1801
Calumet Specialty Products
CLMT
$4.05B
$314K ﹤0.01%
24,769
+3,019
+14% +$47.4K
PHIN icon
1802
Phinia Inc
PHIN
$2.74B
$314K ﹤0.01%
7,400
-2,163
-23% -$104K
KEX icon
1803
Kirby Corp
KEX
$7B
$314K ﹤0.01%
3,108
-2,152
-41% -$225K
SHLS icon
1804
Shoals Technologies Group
SHLS
$1.47B
$313K ﹤0.01%
94,288
-29,304
-24% -$122K
LFST icon
1805
Lifestance Health
LFST
$4.39B
$311K ﹤0.01%
46,740
+7,320
+19% +$55.6K
EVRI
1806
DELISTED
Everi Holdings
EVRI
$311K ﹤0.01%
22,739
-3,992
-15% -$54.5K
KYMR icon
1807
Kymera Therapeutics
KYMR
$9.11B
$311K ﹤0.01%
11,348
-606
-5% -$22.1K
NNI icon
1808
Nelnet
NNI
$4.48B
$308K ﹤0.01%
2,778
+19
+0.7% +$2.13K
SRAD icon
1809
Sportradar
SRAD
$3.93B
$308K ﹤0.01%
14,228
– –
BTU icon
1810
Peabody Energy
BTU
$2.98B
$307K ﹤0.01%
22,692
– –
MD icon
1811
Pediatrix Medical
MD
$2.12B
$306K ﹤0.01%
21,125
– –
DK icon
1812
Delek US
DK
$3.92B
$306K ﹤0.01%
20,306
+2,918
+17% +$50.5K
AMPL icon
1813
Amplitude
AMPL
$1.59B
$306K ﹤0.01%
29,989
+4,301
+17% +$50.8K
FLNC icon
1814
Fluence Energy
FLNC
$2.42B
$305K ﹤0.01%
62,873
-35,347
-36% -$338K
LSPD icon
1815
Lightspeed Commerce
LSPD
$1.35B
$305K ﹤0.01%
34,846
+3,786
+12% +$48.8K
LGF.B
1816
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$304K ﹤0.01%
38,443
– –
EFXT
1817
Enerflex
EFXT
$2.54B
$302K ﹤0.01%
39,096
+6,793
+21% +$60.1K
MDXG icon
1818
MiMedx Group
MDXG
$630M
$302K ﹤0.01%
39,713
+6,090
+18% +$50.9K
LEG icon
1819
Leggett & Platt
LEG
$1.3B
$301K ﹤0.01%
38,103
– –
CXM icon
1820
Sprinklr
CXM
$1.61B
$301K ﹤0.01%
36,029
– –
BOW
1821
Bowhead Specialty Holdings
BOW
$1.1B
$301K ﹤0.01%
7,400
+1,100
+17% +$37.5K
CDNA icon
1822
CareDx
CDNA
$2.44B
$299K ﹤0.01%
16,846
-21
-0.1% -$452
NX icon
1823
Quanex
NX
$1.01B
$298K ﹤0.01%
16,049
– –
NWBI icon
1824
Northwest Bancshares
NWBI
$2.29B
$297K ﹤0.01%
24,718
-7,410
-23% -$93.8K
OBK icon
1825
Origin Bancorp
OBK
$1.66B
$296K ﹤0.01%
8,551
– –
71 72
73
74 75

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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.