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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
TRS icon
2101
TriMas Corp
TRS
$1.43B
$170K ﹤0.01%
7,249
– –
WWW icon
2102
Wolverine World Wide
WWW
$1.49B
$170K ﹤0.01%
12,190
– –
SKYW icon
2103
Skywest
SKYW
$4.19B
$169K ﹤0.01%
1,935
+473
+32% +$48.4K
DFTX
2104
Definium Therapeutics
DFTX
$5.43B
$169K ﹤0.01%
28,867
+1,669
+6% +$12K
UCTT
2105
Ultra Clean Holdings
UCTT
$3.9B
$169K ﹤0.01%
7,883
– –
JELD icon
2106
JELD-WEN Holding
JELD
$164M
$168K ﹤0.01%
28,177
– –
SVRA icon
2107
Savara
SVRA
$1.14B
$167K ﹤0.01%
60,343
-3,273
-5% -$9.04K
AVNS
2108
DELISTED
Avanos Medical
AVNS
$167K ﹤0.01%
11,631
– –
DRVN icon
2109
Driven Brands
DRVN
$2.04B
$166K ﹤0.01%
9,661
– –
HUT
2110
Hut 8
HUT
$10.9B
$165K ﹤0.01%
14,223
– –
DBD icon
2111
Diebold Nixdorf
DBD
$2.4B
$165K ﹤0.01%
3,770
– –
SEB icon
2112
Seaboard Corp
SEB
$3.99B
$165K ﹤0.01%
61
– –
IDT icon
2113
IDT Corp
IDT
$1.63B
$164K ﹤0.01%
3,201
– –
LUCK
2114
Lucky Strike Entertainment
LUCK
$897M
$164K ﹤0.01%
16,827
+4,727
+39% +$49.5K
PCT icon
2115
PureCycle Technologies
PCT
$1.54B
$164K ﹤0.01%
23,673
+4,676
+25% +$42K
CHCT
2116
Community Healthcare Trust
CHCT
$432M
$163K ﹤0.01%
9,002
+3,009
+50% +$57.4K
FWRG icon
2117
First Watch Restaurant Group
FWRG
$727M
$163K ﹤0.01%
9,807
+4,512
+85% +$86.9K
SBSI icon
2118
Southside Bancshares
SBSI
$965M
$163K ﹤0.01%
5,635
-3,582
-39% -$110K
XPEV icon
2119
XPeng
XPEV
$11.4B
$163K ﹤0.01%
7,873
-29
-0.4% -$522
GSAT icon
2120
Globalstar
GSAT
$10.8B
$163K ﹤0.01%
7,811
– –
SNDX icon
2121
Syndax Pharmaceuticals
SNDX
$1.81B
$163K ﹤0.01%
13,260
-4,731
-26% -$66.7K
WNC icon
2122
Wabash National
WNC
$505M
$162K ﹤0.01%
14,675
– –
CLB icon
2123
Core Laboratories
CLB
$570M
$162K ﹤0.01%
10,787
– –
FBMS
2124
DELISTED
The First Bancshares, Inc.
FBMS
$162K ﹤0.01%
4,778
– –
PLOW icon
2125
Douglas Dynamics
PLOW
$979M
$162K ﹤0.01%
6,953
– –
83 84
85
86 87

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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.