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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
TSCO icon
326
Tractor Supply
TSCO
$18B
$20M 0.05%
351,220
-21,633
-6% -$1.27M
VMI icon
327
Valmont Industries
VMI
$9.5B
$19.6M 0.05%
50,661
-1,816
-3% -$661K
PPG icon
328
PPG Industries
PPG
$25.7B
$19.5M 0.04%
185,226
+26,700
+17% +$2.97M
FTV icon
329
Fortive
FTV
$18.6B
$19.4M 0.04%
395,450
+89,098
+29% +$4.39M
WDAY icon
330
Workday
WDAY
$45.5B
$19.4M 0.04%
80,425
-57,455
-42% -$13.3M
WAB icon
331
Wabtec
WAB
$49.7B
$19.2M 0.04%
95,627
-207
-0.2% -$40.9K
B
332
Barrick Mining
B
$68.5B
$19.1M 0.04%
581,982
-7,104
-1% -$180K
AU icon
333
AngloGold Ashanti
AU
$49.2B
$19.1M 0.04%
271,607
+19,236
+8% +$1.08M
ZTS icon
334
Zoetis
ZTS
$30.9B
$18.9M 0.04%
129,141
+4,599
+4% +$695K
PNC icon
335
PNC Financial Services
PNC
$100B
$18.9M 0.04%
93,850
+2,276
+2% +$450K
MWA icon
336
Mueller Water Products
MWA
$4.07B
$18.7M 0.04%
732,503
+37,635
+5% +$960K
ALNY icon
337
Alnylam Pharmaceuticals
ALNY
$29B
$18.7M 0.04%
40,944
+10,193
+33% +$4.15M
CHTR icon
338
Charter Communications
CHTR
$18.3B
$18.5M 0.04%
67,416
+992
+1% +$300K
TRP icon
339
TC Energy
TRP
$66B
$18.5M 0.04%
340,953
+3,932
+1% +$197K
WRB icon
340
W.R. Berkley
WRB
$26.3B
$18.5M 0.04%
241,783
+168,210
+229% +$12M
AKAM icon
341
Akamai
AKAM
$16.9B
$18.4M 0.04%
243,326
+920
+0.4% +$70.9K
ESS icon
342
Essex Property Trust
ESS
$18.2B
$18.4M 0.04%
68,686
+4,920
+8% +$1.33M
HEI icon
343
HEICO Corp
HEI
$50.9B
$18.4M 0.04%
56,925
-10,031
-15% -$3.19M
AER icon
344
AerCap
AER
$23.5B
$18.3M 0.04%
150,943
+4,543
+3% +$530K
BE icon
345
Bloom Energy
BE
$62B
$18.3M 0.04%
215,901
-31,781
-13% -$1.48M
EXPE icon
346
Expedia Group
EXPE
$37.7B
$18.2M 0.04%
85,159
-8,706
-9% -$1.75M
DLTR icon
347
Dollar Tree
DLTR
$24.9B
$18.2M 0.04%
192,474
+143,904
+296% +$15.4M
TPR icon
348
Tapestry
TPR
$33.3B
$18M 0.04%
159,328
+96,394
+153% +$10.1M
AEP icon
349
American Electric Power
AEP
$66.9B
$17.9M 0.04%
159,491
+5,327
+3% +$583K
TEAM icon
350
Atlassian
TEAM
$38.5B
$17.8M 0.04%
111,399
+13,723
+14% +$2.48M
12 13
14
15 16

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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.