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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 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$1.85B 5.32%
8,345,453
-18,449
-0.2% -$4.27M
UBS icon
2
UBS Group
UBS
$170B
$1.69B 4.85%
55,586,232
+4,207,140
+8% +$140M
NVDA icon
3
NVIDIA
NVDA
$5.01T
$1.64B 4.7%
15,103,510
+498,510
+3% +$63.2M
MSFT icon
4
Microsoft
MSFT
$2.84T
$1.59B 4.56%
4,234,725
+148,291
+4% +$60.5M
AMZN icon
5
Amazon
AMZN
$2.5T
$1.18B 3.39%
6,205,775
+393,317
+7% +$85.4M
ALC icon
6
Alcon
ALC
$33.1B
$801M 2.3%
8,513,801
-417,069
-5% -$37.4M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.91T
$644M 1.85%
4,163,717
+98,360
+2% +$17.8M
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$634M 1.82%
1,100,401
+43,277
+4% +$27.9M
AVGO icon
9
Broadcom
AVGO
$1.82T
$499M 1.43%
2,978,696
-89,607
-3% -$19M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.9T
$494M 1.42%
3,159,325
+634,924
+25% +$116M
LLY icon
11
Eli Lilly
LLY
$1.07T
$448M 1.29%
541,868
+26,448
+5% +$22M
TSLA icon
12
Tesla
TSLA
$1.24T
$438M 1.26%
1,690,203
+206,659
+14% +$68.9M
V icon
13
Visa
V
$677B
$434M 1.24%
1,237,141
+112,155
+10% +$38M
JPM icon
14
JPMorgan Chase
JPM
$939B
$419M 1.2%
1,707,594
-35,874
-2% -$9.15M
UNH icon
15
UnitedHealth
UNH
$382B
$327M 0.94%
624,137
+26,943
+5% +$13.8M
PG icon
16
Procter & Gamble
PG
$343B
$311M 0.89%
1,823,560
+8,317
+0.5% +$1.39M
MA icon
17
Mastercard
MA
$477B
$308M 0.89%
562,630
+51,067
+10% +$27.8M
XOM icon
18
ExxonMobil
XOM
$651B
$264M 0.76%
2,222,210
+44,844
+2% +$4.96M
CRM icon
19
Salesforce
CRM
$134B
$223M 0.64%
830,760
+122,500
+17% +$38.1M
LOGI icon
20
Logitech
LOGI
$15.2B
$217M 0.62%
2,601,917
+3,849
+0.1% +$362K
JNJ icon
21
Johnson & Johnson
JNJ
$635B
$217M 0.62%
1,310,482
+4,347
+0.3% +$680K
CSCO icon
22
Cisco
CSCO
$450B
$204M 0.59%
3,312,029
+655,412
+25% +$40.4M
ACN icon
23
Accenture
ACN
$89.9B
$204M 0.58%
652,777
+140,770
+27% +$49.7M
WMT icon
24
Walmart Inc
WMT
$871B
$192M 0.55%
2,186,941
+186,554
+9% +$17.5M
COST icon
25
Costco
COST
$415B
$188M 0.54%
198,392
+14,293
+8% +$13.9M
1
2 3 4 5

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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.