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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
AQB icon
2476
AquaBounty Technologies
AQB
$7.36M
$289 ﹤0.01%
129
– –
BTAI icon
2477
BioXcel Therapeutics
BTAI
$29.3M
$264 ﹤0.01%
103
– –
NOK icon
2478
Nokia
NOK
$52.3B
$260 ﹤0.01%
54
– –
EVGO icon
2479
EVgo
EVGO
$497M
$208 ﹤0.01%
44
– –
NICE icon
2480
Nice
NICE
$5.93B
$145 ﹤0.01%
1
– –
RXST icon
2481
RxSight
RXST
$272M
$63 ﹤0.01%
7
-5,833
-100% -$51.2K
TTE icon
2482
TotalEnergies
TTE
$196B
$60 ﹤0.01%
+1
New +$62
DOYU
2483
DouYu International Holdings
DOYU
$138M
$30 ﹤0.01%
4
-8,680
-100% -$68K
KC
2484
Kingsoft Cloud Holdings
KC
$3.53B
$30 ﹤0.01%
2
– –
TNGX icon
2485
Tango Therapeutics
TNGX
$4.41B
$25 ﹤0.01%
3
– –
OFIX icon
2486
Orthofix Medical
OFIX
$423M
$15 ﹤0.01%
1
-13,964
-100% -$183K
FDMT icon
2487
4D Molecular Therapeutics
FDMT
$584M
$9 ﹤0.01%
1
– –
CLDT
2488
Chatham Lodging
CLDT
$585M
$7 ﹤0.01%
1
– –
AMED
2489
DELISTED
Amedisys
AMED
– –
-7,289
Closed -$717K
ANSS
2490
DELISTED
Ansys
ANSS
– –
-52,181
Closed -$18.3M
ATEX icon
2491
Anterix
ATEX
$1.83B
– –
-2,649
Closed -$67.9K
AZEK
2492
DELISTED
The AZEK Co
AZEK
– –
-40,806
Closed -$2.22M
AZN icon
2493
AstraZeneca
AZN
$251B
– –
-75
Closed -$10.5K
BASE
2494
DELISTED
Couchbase
BASE
– –
-11,516
Closed -$281K
BGS icon
2495
B&G Foods
BGS
$276M
– –
-13,268
Closed -$56.1K
BOC icon
2496
Boston Omaha
BOC
$431M
– –
-5,101
Closed -$71.6K
BPMC
2497
DELISTED
Blueprint Medicines
BPMC
– –
-17,194
Closed -$2.2M
BRKL
2498
DELISTED
Brookline Bancorp
BRKL
– –
-16,472
Closed -$174K
BTI icon
2499
British American Tobacco
BTI
$123B
– –
-311
Closed -$14.7K
BVS icon
2500
Bioventus
BVS
$1.16B
– –
-26,661
Closed -$176K
98 99
100
101 102

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TI
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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.