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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
RMD icon
276
ResMed
RMD
$31.8B
$24.8M 0.06%
90,603
+2,426
+3% +$663K
MTZ icon
277
MasTec
MTZ
$21.8B
$24.5M 0.06%
115,009
-8,237
-7% -$1.51M
IT icon
278
Gartner
IT
$12.2B
$24.4M 0.06%
92,814
+21,975
+31% +$6.41M
IEX icon
279
IDEX
IEX
$17.2B
$24.4M 0.06%
149,842
-21,615
-13% -$3.65M
CBOE icon
280
Cboe Global Markets
CBOE
$30B
$23.9M 0.06%
97,569
-6,882
-7% -$1.65M
GRMN
281
Garmin
GRMN
$60.3B
$23.9M 0.05%
97,005
+5,458
+6% +$1.26M
MNST icon
282
Monster Beverage
MNST
$89.3B
$23.8M 0.05%
353,477
+49,947
+16% +$3.12M
WSM icon
283
Williams-Sonoma
WSM
$29.6B
$23.7M 0.05%
121,447
+4,708
+4% +$900K
FERG icon
284
Ferguson
FERG
$50.9B
$23.7M 0.05%
105,544
+584
+0.6% +$132K
MSCI icon
285
MSCI
MSCI
$40.8B
$23.6M 0.05%
41,611
-22,564
-35% -$12.8M
AVB icon
286
AvalonBay Communities
AVB
$26.2B
$23.5M 0.05%
121,758
+1,523
+1% +$297K
CTAS icon
287
Cintas
CTAS
$80.7B
$23.3M 0.05%
113,704
+3,421
+3% +$731K
SSNC icon
288
SS&C Technologies
SSNC
$18.7B
$23.3M 0.05%
262,836
+78,963
+43% +$6.83M
FLUT icon
289
Flutter Entertainment
FLUT
$16.3B
$23.3M 0.05%
89,537
+3,243
+4% +$949K
NET icon
290
Cloudflare
NET
$110B
$23.1M 0.05%
107,764
-9,651
-8% -$1.97M
FAST icon
291
Fastenal
FAST
$59.6B
$22.9M 0.05%
467,956
+31,426
+7% +$1.48M
KEYS icon
292
Keysight
KEYS
$58.3B
$22.9M 0.05%
130,905
-16,771
-11% -$2.79M
IQV icon
293
IQVIA
IQV
$39.9B
$22.8M 0.05%
120,090
+11,196
+10% +$2.04M
WTS icon
294
Watts Water Technologies
WTS
$12.9B
$22.7M 0.05%
81,206
-2,471
-3% -$662K
TGT icon
295
Target
TGT
$69.5B
$22.3M 0.05%
248,972
+21,481
+9% +$2.12M
TRMB icon
296
Trimble
TRMB
$13.7B
$22.3M 0.05%
273,098
+40,356
+17% +$3.29M
GD icon
297
General Dynamics
GD
$107B
$22.3M 0.05%
65,263
+2,537
+4% +$800K
USB icon
298
US Bancorp
USB
$99.8B
$22.2M 0.05%
460,313
+13,533
+3% +$640K
GEN icon
299
Gen Digital
GEN
$17.6B
$21.8M 0.05%
769,303
-242,259
-24% -$7.25M
PCAR icon
300
PACCAR
PCAR
$68.9B
$21.7M 0.05%
220,433
+6,559
+3% +$647K
10 11
12
13 14

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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.