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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
NTR icon
351
Nutrien
NTR
$31.6B
$17.8M 0.04%
302,701
-25,177
-8% -$1.47M
IR icon
352
Ingersoll Rand
IR
$33.6B
$17.8M 0.04%
215,084
+11,722
+6% +$961K
WTW icon
353
Willis Towers Watson
WTW
$31.9B
$17.8M 0.04%
51,383
+1,381
+3% +$447K
PAYX icon
354
Paychex
PAYX
$43.1B
$17.6M 0.04%
138,667
-140,357
-50% -$19.5M
WAT icon
355
Waters Corp
WAT
$40.4B
$17.5M 0.04%
58,301
+7,893
+16% +$2.38M
ITRI icon
356
Itron
ITRI
$4.49B
$17.3M 0.04%
138,945
+5,587
+4% +$711K
EQR icon
357
Equity Residential
EQR
$24.7B
$17.3M 0.04%
267,055
-26,105
-9% -$1.71M
KDP icon
358
Keurig Dr Pepper
KDP
$39.9B
$17.3M 0.04%
677,455
-25,633
-4% -$803K
CCL icon
359
Carnival Corporation Ltd
CCL
$38B
$17.2M 0.04%
595,563
+29,172
+5% +$881K
PCG icon
360
PG&E
PCG
$37.5B
$17M 0.04%
1,125,016
-13,047
-1% -$190K
EIX icon
361
Edison International
EIX
$26.1B
$16.9M 0.04%
306,603
-66,763
-18% -$3.6M
TOST icon
362
Toast
TOST
$20.6B
$16.9M 0.04%
462,033
+196,739
+74% +$8.54M
VST icon
363
Vistra
VST
$48.2B
$16.8M 0.04%
85,687
+8,881
+12% +$1.76M
OXY icon
364
Occidental Petroleum
OXY
$58.6B
$16.7M 0.04%
353,790
+15,872
+5% +$717K
MAR icon
365
Marriott International
MAR
$90.9B
$16.5M 0.04%
63,436
+1,265
+2% +$340K
FANG icon
366
Diamondback Energy
FANG
$55.7B
$16.5M 0.04%
115,190
+46,403
+67% +$6.6M
NSC icon
367
Norfolk Southern
NSC
$75B
$16.4M 0.04%
54,444
+3,944
+8% +$1.1M
FIS icon
368
Fidelity National Information Services
FIS
$21.9B
$16.2M 0.04%
245,607
+4,160
+2% +$303K
XEL icon
369
Xcel Energy
XEL
$48B
$16.2M 0.04%
200,664
+19,386
+11% +$1.4M
GLW icon
370
Corning
GLW
$136B
$15.9M 0.04%
193,476
-178,585
-48% -$11.7M
GM icon
371
General Motors
GM
$77.2B
$15.7M 0.04%
257,548
-1,205
-0.5% -$67.2K
ZWS icon
372
Zurn Elkay Water Solutions
ZWS
$8.47B
$15.6M 0.04%
332,096
+35,532
+12% +$1.53M
CYBR
373
DELISTED
CyberArk
CYBR
$15.4M 0.04%
31,936
-975
-3% -$419K
F icon
374
Ford
F
$55.8B
$15.4M 0.04%
1,287,555
+340,439
+36% +$3.92M
ACGL icon
375
Arch Capital
ACGL
$33.5B
$15.4M 0.04%
169,704
+2,151
+1% +$193K
13 14
15
16 17

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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.