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 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARCT icon
2351
Arcturus Therapeutics
ARCT
$200M
$89.2K ﹤0.01%
8,419
-180
-2% -$2.86K
INDI icon
2352
indie Semiconductor
INDI
$786M
$88.9K ﹤0.01%
43,670
– –
CMTG icon
2353
Claros Mortgage Trust
CMTG
$250M
$88.4K ﹤0.01%
23,702
– –
IVR icon
2354
Invesco Mortgage Capital
IVR
$795M
$88.1K ﹤0.01%
11,162
– –
KE
2355
Kimball Electronics
KE
$605M
$87.8K ﹤0.01%
5,339
– –
PAHC icon
2356
Phibro Animal Health
PAHC
$1.39B
$87.7K ﹤0.01%
4,107
– –
HPK icon
2357
HighPeak Energy
HPK
$1B
$87.3K ﹤0.01%
6,896
– –
RNGR icon
2358
Ranger Energy Services
RNGR
$388M
$86.7K ﹤0.01%
6,112
-224
-4% -$3.63K
OSG
2359
Octave Specialty Group
OSG
$210M
$86K ﹤0.01%
9,826
– –
NXDR
2360
Nextdoor Holdings
NXDR
$1.04B
$85.9K ﹤0.01%
56,138
– –
DFH icon
2361
Dream Finders Homes
DFH
$1.25B
$85.8K ﹤0.01%
3,801
– –
CASS icon
2362
Cass Information Systems
CASS
$734M
$85.3K ﹤0.01%
1,972
– –
SLP icon
2363
Simulations Plus
SLP
$371M
$84.5K ﹤0.01%
3,445
– –
TYRA icon
2364
Tyra Biosciences
TYRA
$1.57B
$84.1K ﹤0.01%
+9,047
New +$117K
ETWO
2365
DELISTED
E2open Parent Holdings
ETWO
$83.9K ﹤0.01%
41,942
– –
KLC
2366
KinderCare Learning Companies
KLC
$596M
$83.4K ﹤0.01%
+7,197
New +$133K
SSTK icon
2367
Shutterstock
SSTK
$218M
$83.3K ﹤0.01%
4,470
– –
CTKB icon
2368
Cytek Biosciences
CTKB
$606M
$83K ﹤0.01%
20,701
– –
ALT icon
2369
Altimmune
ALT
$593M
$82.4K ﹤0.01%
16,480
+1,792
+12% +$11.4K
KIDS icon
2370
OrthoPediatrics
KIDS
$608M
$82.3K ﹤0.01%
3,341
– –
BFLY icon
2371
Butterfly Network
BFLY
$2.58B
$82.3K ﹤0.01%
+36,075
New +$129K
RDW icon
2372
Redwire
RDW
$3.28B
$81.9K ﹤0.01%
+9,877
New +$164K
SEMR
2373
DELISTED
Semrush
SEMR
$81.6K ﹤0.01%
8,744
– –
WOOF icon
2374
Petco
WOOF
$765M
$81.4K ﹤0.01%
26,701
– –
CLFD icon
2375
Clearfield
CLFD
$391M
$80.9K ﹤0.01%
2,721
– –
93 94
95
96 97

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.