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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
ZM icon
251
Zoom
ZM
$31.4B
$27.6M 0.06%
334,520
-23,050
-6% -$1.8M
KR icon
252
Kroger
KR
$34.6B
$27.5M 0.06%
408,448
+36,575
+10% +$2.55M
EXR icon
253
Extra Space Storage
EXR
$31B
$27.3M 0.06%
193,931
+8,536
+5% +$1.23M
DHI icon
254
D.R. Horton
DHI
$41B
$27.2M 0.06%
160,384
+1,977
+1% +$311K
TYL icon
255
Tyler Technologies
TYL
$13B
$27.1M 0.06%
51,866
+1,677
+3% +$941K
VLTO icon
256
Veralto
VLTO
$23.7B
$27.1M 0.06%
254,157
+8,989
+4% +$948K
CP icon
257
Canadian Pacific Kansas City
CP
$79.6B
$27M 0.06%
362,310
-117
-0% -$8.94K
AFL icon
258
Aflac
AFL
$61.2B
$26.9M 0.06%
240,737
-20,387
-8% -$2.14M
SO icon
259
Southern Company
SO
$105B
$26.7M 0.06%
282,182
+22,482
+9% +$2.1M
EBAY icon
260
eBay
EBAY
$47.9B
$26.6M 0.06%
292,376
-117,521
-29% -$10.4M
AZO icon
261
AutoZone
AZO
$50.1B
$26.4M 0.06%
6,161
+2,300
+60% +$9.23M
SLB icon
262
SLB Ltd
SLB
$78.9B
$26.4M 0.06%
768,620
-543,298
-41% -$18.9M
SNA icon
263
Snap-on
SNA
$21.3B
$26.3M 0.06%
75,790
-15,412
-17% -$5.05M
PDD icon
264
Pinduoduo
PDD
$132B
$26.2M 0.06%
198,180
+9,568
+5% +$1.13M
NXPI icon
265
NXP Semiconductors
NXPI
$58.9B
$26.2M 0.06%
114,968
-5,614
-5% -$1.26M
RBLX icon
266
Roblox
RBLX
$26.5B
$26.2M 0.06%
188,961
+56,196
+42% +$6.98M
STZ icon
267
Constellation Brands
STZ
$22.8B
$26.1M 0.06%
193,524
+84,983
+78% +$13.5M
AJG icon
268
Arthur J. Gallagher & Co
AJG
$64.7B
$25.7M 0.06%
82,899
+8,709
+12% +$2.63M
A icon
269
Agilent Technologies
A
$42B
$25.7M 0.06%
199,923
+1,690
+0.9% +$204K
APD icon
270
Air Products & Chemicals
APD
$68.6B
$25.6M 0.06%
93,998
+1,649
+2% +$477K
HUBB icon
271
Hubbell
HUBB
$26.7B
$25.4M 0.06%
58,972
+3,971
+7% +$1.71M
MRVL icon
272
Marvell Technology
MRVL
$187B
$25.4M 0.06%
301,779
-11,330
-4% -$834K
CMG icon
273
Chipotle Mexican Grill
CMG
$40.7B
$25.3M 0.06%
646,533
+25,205
+4% +$1.13M
ETR icon
274
Entergy
ETR
$49.3B
$25.1M 0.06%
269,859
+5,278
+2% +$464K
OKE icon
275
Oneok
OKE
$56.9B
$25.1M 0.06%
343,564
+3,853
+1% +$295K
9 10
11
12 13

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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.