We are live on ! Find out more
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
NVEE
2526
DELISTED
NV5 Global
NVEE
– –
-11,867
Closed -$274K
OLO
2527
DELISTED
Olo Inc
OLO
– –
-39,424
Closed -$351K
PARA
2528
DELISTED
Paramount Global Class B
PARA
– –
-169,476
Closed -$2.19M
PPBI
2529
DELISTED
Pacific Premier Bancorp
PPBI
– –
-32,239
Closed -$680K
RDFN
2530
DELISTED
Redfin
RDFN
– –
-24,070
Closed -$269K
RDUS
2531
DELISTED
Radius Recycling
RDUS
– –
-15,891
Closed -$472K
RDVT icon
2532
Red Violet
RDVT
$1.11B
– –
-4,842
Closed -$238K
RKT icon
2533
Rocket Companies
RKT
$39.4B
– –
-26,733
Closed -$379K
SKX
2534
DELISTED
Skechers
SKX
– –
-24,409
Closed -$1.54M
SLQT icon
2535
SelectQuote
SLQT
$124M
– –
-31,202
Closed -$74.3K
SMBC icon
2536
Southern Missouri Bancorp
SMBC
$846M
– –
-1,045
Closed -$57.2K
SPTN
2537
DELISTED
SpartanNash
SPTN
– –
-9,018
Closed -$239K
STR
2538
DELISTED
Sitio Royalties
STR
– –
-16,531
Closed -$304K
SVRA icon
2539
Savara
SVRA
$1.17B
– –
-149,427
Closed -$341K
SWBI icon
2540
Smith & Wesson
SWBI
$640M
– –
-5,772
Closed -$50.1K
SWTX
2541
DELISTED
SpringWorks Therapeutics
SWTX
– –
-11,919
Closed -$560K
TGI
2542
DELISTED
Triumph Group
TGI
– –
-15,946
Closed -$411K
VERV
2543
DELISTED
Verve Therapeutics
VERV
– –
-7,973
Closed -$89.5K
WBA
2544
DELISTED
Walgreens Boots Alliance
WBA
– –
-191,940
Closed -$2.2M
WNC icon
2545
Wabash National
WNC
$515M
– –
-14,675
Closed -$156K
YORW icon
2546
York Water
YORW
$527M
– –
-4,163
Closed -$132K
ZIP icon
2547
ZipRecruiter
ZIP
$418M
– –
-24,423
Closed -$122K
98 99 100 101
102

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.