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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
CAPR icon
2501
Capricor Therapeutics
CAPR
$217M
– –
-13,591
Closed -$135K
CCRN
2502
DELISTED
Cross Country Healthcare
CCRN
– –
-6,812
Closed -$88.9K
CHPT icon
2503
ChargePoint
CHPT
$160M
– –
0
– -$1
CHX
2504
DELISTED
ChampionX
CHX
– –
-32,195
Closed -$800K
CTKB icon
2505
Cytek Biosciences
CTKB
$615M
– –
-20,701
Closed -$70.4K
DDD icon
2506
3D Systems Corp
DDD
$610M
– –
-1
Closed -$2
DNB
2507
DELISTED
Dun & Bradstreet
DNB
– –
-53,709
Closed -$488K
ESGR
2508
DELISTED
Enstar Group
ESGR
– –
-2,574
Closed -$866K
ETWO
2509
DELISTED
E2open Parent Holdings
ETWO
– –
-41,942
Closed -$135K
EVRI
2510
DELISTED
Everi Holdings
EVRI
– –
-14,946
Closed -$213K
FL
2511
DELISTED
Foot Locker
FL
– –
-20,711
Closed -$507K
FLNG icon
2512
FLEX LNG
FLNG
$1.64B
– –
-7,790
Closed -$173K
FTRE icon
2513
Fortrea Holdings
FTRE
$1.82B
– –
-23,494
Closed -$116K
GMS
2514
DELISTED
GMS Inc
GMS
– –
-11,558
Closed -$1.26M
GOGL
2515
DELISTED
Golden Ocean Group
GOGL
– –
-32,919
Closed -$241K
HDB icon
2516
HDFC Bank
HDB
$121B
– –
-11,812
Closed -$453K
HES
2517
DELISTED
Hess
HES
– –
-74,445
Closed -$10.3M
JACK icon
2518
Jack in the Box
JACK
$342M
– –
-8,122
Closed -$142K
JELD icon
2519
JELD-WEN Holding
JELD
$164M
– –
-46,451
Closed -$182K
JNPR
2520
DELISTED
Juniper Networks
JNPR
– –
-91,771
Closed -$3.66M
KLG
2521
DELISTED
WK Kellogg Co
KLG
– –
-24,401
Closed -$389K
KRO icon
2522
KRONOS Worldwide
KRO
$984M
– –
-5,667
Closed -$35.1K
MAG
2523
DELISTED
MAG Silver
MAG
– –
-18,029
Closed -$382K
MLAB icon
2524
Mesa Laboratories
MLAB
$521M
– –
-148
Closed -$13.9K
MNRO icon
2525
Monro
MNRO
$370M
– –
-7,749
Closed -$116K
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.