We are live on ! Find out more
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
VEEV icon
176
Veeva Systems
VEEV
$37.4B
$35.2M 0.1%
151,904
+77,418
+104% +$17.7M
GIS icon
177
General Mills
GIS
$19.7B
$35.2M 0.1%
588,267
+18,210
+3% +$1.09M
ITW icon
178
Illinois Tool Works
ITW
$84.5B
$34.9M 0.1%
140,854
+3,215
+2% +$826K
CBRE icon
179
CBRE Group
CBRE
$42.9B
$34.8M 0.1%
266,289
+120,381
+83% +$16.4M
MSCI icon
180
MSCI
MSCI
$40.9B
$34.6M 0.1%
61,143
+2,847
+5% +$1.65M
WMB icon
181
Williams Companies
WMB
$86.1B
$34.3M 0.1%
574,196
+6,433
+1% +$368K
CTAS icon
182
Cintas
CTAS
$81.3B
$33.7M 0.1%
163,837
-71,686
-30% -$14.3M
IPG
183
DELISTED
Interpublic Group of Companies
IPG
$33.6M 0.1%
1,236,971
+117,260
+10% +$3.22M
GM icon
184
General Motors
GM
$76.8B
$33.4M 0.1%
709,970
+449,405
+172% +$22.1M
MDT icon
185
Medtronic
MDT
$112B
$33.3M 0.1%
370,081
-59,229
-14% -$5.3M
AWK icon
186
American Water Works
AWK
$26.9B
$33.1M 0.1%
224,486
+31,390
+16% +$4.14M
CL icon
187
Colgate-Palmolive
CL
$74.4B
$33M 0.09%
352,413
-164,391
-32% -$14.7M
BA icon
188
Boeing
BA
$185B
$32.5M 0.09%
190,852
+13,737
+8% +$2.38M
AEM icon
189
Agnico Eagle Mines
AEM
$90.5B
$32.5M 0.09%
299,722
+69,910
+30% +$6.68M
WCN
190
Waste Connections
WCN
$42B
$32.3M 0.09%
165,900
-3,550
-2% -$657K
HWM icon
191
Howmet Aerospace
HWM
$112B
$32.1M 0.09%
247,594
+3,105
+1% +$394K
KKR icon
192
KKR & Co
KKR
$92.3B
$32.1M 0.09%
277,616
+25,691
+10% +$3.53M
FICO icon
193
Fair Isaac
FICO
$22.5B
$32.1M 0.09%
17,388
+2,748
+19% +$5.09M
PRU icon
194
Prudential Financial
PRU
$41.8B
$32.1M 0.09%
287,007
+17,558
+7% +$2M
MCO icon
195
Moody's
MCO
$82.7B
$31.9M 0.09%
68,504
+944
+1% +$455K
HON icon
196
Honeywell
HON
$78B
$31.6M 0.09%
158,322
+7,760
+5% +$1.57M
AXON
197
Axon Enterprise
AXON
$46.4B
$31.5M 0.09%
59,928
+3,676
+7% +$2.15M
CTSH icon
198
Cognizant
CTSH
$26B
$31.2M 0.09%
408,450
+27,614
+7% +$2.25M
HCA icon
199
HCA Healthcare
HCA
$89.5B
$30.8M 0.09%
89,188
-13,450
-13% -$4.33M
CMCSA icon
200
Comcast
CMCSA
$90B
$30.7M 0.09%
830,855
+16,099
+2% +$581K
6 7
8
9 10

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.