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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+10.62%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
AUM
$43.5B
AUM Growth
+$2.64B
Cap. Flow
-$751M
Cap. Flow %
-1.72%
Top 10 Hldgs %
35.47%
Holding
2,607
New
56
Increased
1,180
Reduced
588
Closed
58

Top Buys

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$172M
2
TSLA icon
Tesla
TSLA
+$117M
3
ORCL icon
Oracle
ORCL
+$60.5M
4
CVS icon
CVS Health
CVS
+$60.1M
5
CRS icon
Carpenter Technology
CRS
+$40.4M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$263M
2
MSFT icon
Microsoft
MSFT
+$98.2M
3
NVDA icon
NVIDIA
NVDA
+$68.4M
4
MCD icon
McDonald's
MCD
+$66.2M
5
UNH icon
UnitedHealth
UNH
+$60.4M

Sector Composition

Rank Sector Weight
1 Technology 32.02%
2 Financials 17.25%
3 Consumer Discretionary 9.83%
4 Healthcare 9.66%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RMBS icon
676
Rambus
RMBS
$10.8B
$3.8M 0.01%
36,442
+6,344
+21% +$489K
DAL icon
677
Delta Air Lines
DAL
$60B
$3.79M 0.01%
66,755
+2,041
+3% +$116K
EXPD icon
678
Expeditors International
EXPD
$24.3B
$3.78M 0.01%
30,851
+457
+2% +$54.3K
L icon
679
Loews
L
$23B
$3.78M 0.01%
37,659
-9,590
-20% -$907K
JKHY icon
680
Jack Henry & Associates
JKHY
$11.1B
$3.75M 0.01%
25,200
-605
-2% -$100K
DKNG icon
681
DraftKings
DKNG
$12.6B
$3.73M 0.01%
99,752
-2,538
-2% -$113K
CDE icon
682
Coeur Mining
CDE
$19B
$3.73M 0.01%
198,565
-13,043
-6% -$160K
BJ icon
683
BJs Wholesale Club
BJ
$11.9B
$3.7M 0.01%
39,640
+2,055
+5% +$210K
ENTG icon
684
Entegris
ENTG
$25B
$3.69M 0.01%
39,917
+617
+2% +$52.5K
LITE icon
685
Lumentum
LITE
$78B
$3.68M 0.01%
22,608
+702
+3% +$87.5K
GFL icon
686
GFL Environmental
GFL
$15B
$3.68M 0.01%
77,559
+15,477
+25% +$750K
LECO icon
687
Lincoln Electric
LECO
$15.5B
$3.67M 0.01%
15,569
+612
+4% +$143K
ALB icon
688
Albemarle
ALB
$15.4B
$3.67M 0.01%
45,271
-748
-2% -$57.7K
ESLT icon
689
Elbit Systems
ESLT
$36.5B
$3.67M 0.01%
7,225
+1
+0% +$469
ESTC icon
690
Elastic
ESTC
$8.94B
$3.66M 0.01%
43,371
+2,409
+6% +$203K
ROKU icon
691
Roku
ROKU
$22.9B
$3.64M 0.01%
36,387
+2,191
+6% +$202K
MNDY icon
692
monday.com
MNDY
$3.99B
$3.64M 0.01%
18,785
+1,078
+6% +$248K
SLG icon
693
SL Green Realty
SLG
$4.08B
$3.64M 0.01%
60,804
+12,906
+27% +$764K
FHN icon
694
First Horizon
FHN
$12.3B
$3.63M 0.01%
160,532
+18,424
+13% +$409K
ACI icon
695
Albertsons Companies
ACI
$6.02B
$3.6M 0.01%
205,780
+1,528
+0.7% +$30K
RHP icon
696
Ryman Hospitality Properties
RHP
$7.87B
$3.6M 0.01%
40,136
+494
+1% +$48.3K
RBRK icon
697
Rubrik
RBRK
$21.6B
$3.59M 0.01%
43,605
+11,108
+34% +$955K
RNR icon
698
RenaissanceRe
RNR
$13.3B
$3.58M 0.01%
14,082
+230
+2% +$55.7K
FSV icon
699
FirstService
FSV
$6.18B
$3.57M 0.01%
18,756
-1,520
-7% -$294K
FNF icon
700
Fidelity National Financial
FNF
$13.1B
$3.57M 0.01%
58,971
-3,002
-5% -$174K
26 27
28
29 30

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Zurich Cantonal Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Cantonal Bank held 2,607 positions worth $43.5B, up 6.4% from $40.9B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.4%. Zurich Cantonal Bank opened 56 new positions and exited 58, leaving the 2,607-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Cantonal Bank's largest Q3 2025 buy was Paramount Skydance Corp: 139,876 shares worth $2.65M.
  • Zurich Cantonal Bank added most to Bank of America in Q3 2025, an estimated $172M increase.
  • Zurich Cantonal Bank's biggest Q3 2025 reduction was UBS Group, cutting an estimated $263M.
  • Zurich Cantonal Bank fully exited Ansys in Q3 2025, selling an estimated $18.3M.
  • Zurich Cantonal Bank's ten largest holdings make up 35% of its $43.5B portfolio in Q3 2025.
  • Zurich Cantonal Bank opened 56 new positions and closed 58 in Q3 2025.
  • Zurich Cantonal Bank's portfolio value rose 6.4% quarter-over-quarter to $43.5B.

Based on Zurich Cantonal Bank's 13F filing for Q3 2025, filed 14 Nov 2025.