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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
+10.62%
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
$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
CAH icon
226
Cardinal Health
CAH
$55.5B
$32.1M 0.07%
204,201
-60,678
-23% -$9.37M
STT icon
227
State Street
STT
$51B
$31.5M 0.07%
271,934
+147,986
+119% +$16.5M
CMCSA icon
228
Comcast
CMCSA
$88.8B
$31.5M 0.07%
1,003,440
+92,150
+10% +$3.09M
BX icon
229
Blackstone
BX
$113B
$31.5M 0.07%
184,336
+5,742
+3% +$984K
CNQ icon
230
Canadian Natural Resources
CNQ
$98B
$31.3M 0.07%
978,382
+75,601
+8% +$2.37M
SYF icon
231
Synchrony
SYF
$25.4B
$31.1M 0.07%
437,399
-97,235
-18% -$7.04M
FCX icon
232
Freeport-McMoran
FCX
$98.8B
$30.3M 0.07%
772,757
+139,326
+22% +$6.04M
WCN
233
Waste Connections
WCN
$41.9B
$30.2M 0.07%
171,951
+2,907
+2% +$529K
ABNB icon
234
Airbnb
ABNB
$110B
$30.2M 0.07%
248,604
+46,521
+23% +$6.02M
EQH icon
235
Equitable Holdings
EQH
$14.4B
$30M 0.07%
590,641
-68,594
-10% -$3.63M
BSY icon
236
Bentley Systems
BSY
$10.8B
$29.8M 0.07%
579,829
+91,645
+19% +$5.02M
MET icon
237
MetLife
MET
$61.7B
$29.8M 0.07%
362,152
-111,330
-24% -$8.76M
RACE icon
238
Ferrari
RACE
$71.5B
$29.8M 0.07%
61,516
+4,991
+9% +$2.39M
CBRE icon
239
CBRE Group
CBRE
$41.8B
$29.7M 0.07%
188,813
-115,807
-38% -$17.9M
KGC icon
240
Kinross Gold
KGC
$32.4B
$29.5M 0.07%
1,186,600
-2,947
-0.2% -$56.7K
AIG icon
241
American International
AIG
$40.7B
$29.4M 0.07%
374,755
+13,996
+4% +$1.12M
FDX icon
242
FedEx
FDX
$76.7B
$29.1M 0.07%
123,387
+10,132
+9% +$2.34M
NWSA icon
243
News Corp Class A
NWSA
$15.4B
$29.1M 0.07%
946,886
+2,366
+0.3% +$70.1K
BDX icon
244
Becton Dickinson
BDX
$48.6B
$29M 0.07%
154,853
+1,971
+1% +$366K
NTNX icon
245
Nutanix
NTNX
$17.5B
$28.9M 0.07%
388,261
-7,299
-2% -$536K
APO icon
246
Apollo Global Management
APO
$75.2B
$28.8M 0.07%
215,935
+10,661
+5% +$1.51M
SRE icon
247
Sempra
SRE
$55.5B
$28.7M 0.07%
318,992
+4,539
+1% +$368K
WPM icon
248
Wheaton Precious Metals
WPM
$60.1B
$28M 0.06%
250,080
-3,862
-2% -$377K
EME icon
249
Emcor
EME
$36.1B
$27.7M 0.06%
42,588
-28,246
-40% -$17.1M
ROP icon
250
Roper Technologies
ROP
$40.1B
$27.6M 0.06%
55,431
+4,026
+8% +$2.15M
8 9
10
11 12

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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.