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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
XOP icon
1851
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.67B
$281K ﹤0.01%
2,150
-35
-2% -$4.7K
AMN icon
1852
AMN Healthcare
AMN
$1.28B
$281K ﹤0.01%
11,474
– –
RCUS icon
1853
Arcus Biosciences
RCUS
$3.66B
$281K ﹤0.01%
35,748
+2,524
+8% +$29.3K
GTX icon
1854
Garrett Motion
GTX
$5.43B
$280K ﹤0.01%
33,507
+18,870
+129% +$175K
OS
1855
DELISTED
OneStream Inc
OS
$280K ﹤0.01%
13,108
+8,006
+157% +$205K
ALHC icon
1856
Alignment Healthcare
ALHC
$2.74B
$278K ﹤0.01%
14,948
– –
HTH icon
1857
Hilltop Holdings
HTH
$2.24B
$277K ﹤0.01%
9,098
– –
RPC
1858
Ridgepost Capital
RPC
$976M
$277K ﹤0.01%
23,572
+5,267
+29% +$67K
MXL icon
1859
MaxLinear
MXL
$6.26B
$275K ﹤0.01%
25,355
+2,309
+10% +$38.6K
ORRF icon
1860
Orrstown Financial Services
ORRF
$842M
$274K ﹤0.01%
9,137
– –
BTDR icon
1861
Bitdeer Technologies
BTDR
$2.11B
$274K ﹤0.01%
31,012
+20,030
+182% +$299K
ADPT icon
1862
Adaptive Biotechnologies
ADPT
$4.04B
$273K ﹤0.01%
36,754
-15,521
-30% -$119K
ALKT icon
1863
Alkami Technology
ALKT
$2.12B
$273K ﹤0.01%
10,397
-1,520
-13% -$47.9K
PENG
1864
Penguin Solutions Inc
PENG
$2.94B
$272K ﹤0.01%
15,671
+2,708
+21% +$53.3K
HRMY icon
1865
Harmony Biosciences
HRMY
$2.3B
$271K ﹤0.01%
8,177
– –
WGO icon
1866
Winnebago Industries
WGO
$927M
$271K ﹤0.01%
7,869
– –
COUR icon
1867
Coursera
COUR
$1.5B
$271K ﹤0.01%
40,704
-17,681
-30% -$140K
GERN icon
1868
Geron
GERN
$1.05B
$271K ﹤0.01%
170,441
+20,133
+13% +$49K
AMSC icon
1869
American Superconductor
AMSC
$1.56B
$271K ﹤0.01%
14,916
+2,719
+22% +$67.8K
VBTX
1870
DELISTED
Veritex Holdings
VBTX
$270K ﹤0.01%
10,831
– –
HROW icon
1871
Harrow
HROW
$1.47B
$269K ﹤0.01%
10,125
– –
AGM icon
1872
Federal Agricultural Mortgage
AGM
$2.55B
$269K ﹤0.01%
1,436
– –
EXK
1873
Endeavour Silver
EXK
$3.14B
$269K ﹤0.01%
63,044
– –
ARR
1874
Armour Residential REIT
ARR
$2.36B
$269K ﹤0.01%
15,714
+4,896
+45% +$91.3K
RSI icon
1875
Rush Street Interactive
RSI
$2.91B
$267K ﹤0.01%
24,935
+4,133
+20% +$54.3K
73 74
75
76 77

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TI
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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.