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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
CCO icon
2426
Clear Channel Outdoor Holdings
CCO
$1.23B
$56.1K ﹤0.01%
50,510
– –
CTOS icon
2427
Custom Truck One Source
CTOS
$2.42B
$54.9K ﹤0.01%
13,010
– –
ERAS icon
2428
Erasca
ERAS
$6.29B
$54.7K ﹤0.01%
39,963
– –
UROY
2429
Uranium Royalty Corp
UROY
$1.57B
$54.5K ﹤0.01%
30,667
+12,064
+65% +$25.8K
LAB icon
2430
Standard BioTools
LAB
$310M
$54.4K ﹤0.01%
50,330
– –
IMNM icon
2431
Immunome
IMNM
$2.91B
$53.9K ﹤0.01%
8,011
– –
SWBI icon
2432
Smith & Wesson
SWBI
$637M
$53.8K ﹤0.01%
5,772
– –
MATV icon
2433
Mativ Holdings
MATV
$706M
$53.8K ﹤0.01%
8,628
– –
IRWD icon
2434
Ironwood Pharmaceuticals
IRWD
$669M
$52.5K ﹤0.01%
35,702
-39
-0.1% -$93
NVTS icon
2435
Navitas Semiconductor
NVTS
$3.44B
$51.1K ﹤0.01%
24,929
– –
MITK icon
2436
Mitek Systems
MITK
$837M
$50.8K ﹤0.01%
6,159
– –
EVLV icon
2437
Evolv Technologies
EVLV
$1.05B
$50.6K ﹤0.01%
16,223
– –
HUMA icon
2438
Humacyte
HUMA
$201M
$49.5K ﹤0.01%
29,004
– –
ATXS
2439
DELISTED
Astria Therapeutics
ATXS
$49.4K ﹤0.01%
9,249
– –
WRLD icon
2440
World Acceptance Corp
WRLD
$871M
$48.8K ﹤0.01%
386
– –
TTGT icon
2441
TechTarget
TTGT
$282M
$48.7K ﹤0.01%
3,285
– –
BHP icon
2442
BHP
BHP
$230B
$48.6K ﹤0.01%
1,001
+54
+6% +$2.69K
MGIC
2443
DELISTED
Magic Software Enterprises
MGIC
$47.8K ﹤0.01%
3,679
– –
LPRO
2444
DELISTED
Open Lending Corp
LPRO
$47.8K ﹤0.01%
17,308
– –
SWIM icon
2445
Latham Group
SWIM
$860M
$46.4K ﹤0.01%
7,221
– –
ATSG
2446
DELISTED
Air Transport Services Group
ATSG
$45.4K ﹤0.01%
2,021
– –
APGE icon
2447
Apogee Therapeutics
APGE
$10.2B
$45.1K ﹤0.01%
1,207
– –
SHEL icon
2448
Shell
SHEL
$248B
$44.2K ﹤0.01%
603
– –
EQNR icon
2449
Equinor
EQNR
$97.4B
$44K ﹤0.01%
1,663
– –
CRCT icon
2450
Cricut
CRCT
$1.24B
$43.9K ﹤0.01%
8,515
– –
96 97
98
99 100

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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.