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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
CHKP icon
376
Check Point Software Technologies
CHKP
$13.4B
$15.3M 0.04%
74,038
-348
-0.5% -$70.1K
REG icon
377
Regency Centers
REG
$13.9B
$15.3M 0.04%
210,115
+31,127
+17% +$2.22M
GIS icon
378
General Mills
GIS
$19.9B
$15.3M 0.04%
302,686
-314,431
-51% -$15.8M
OTIS icon
379
Otis Worldwide
OTIS
$27.7B
$15.2M 0.03%
166,384
+16,745
+11% +$1.52M
GDDY icon
380
GoDaddy
GDDY
$11.6B
$15.2M 0.03%
111,135
+75,322
+210% +$11.6M
FFIV icon
381
F5
FFIV
$23.2B
$15.2M 0.03%
46,973
-5,293
-10% -$1.66M
BMI icon
382
Badger Meter
BMI
$3.95B
$15M 0.03%
84,134
-4,127
-5% -$812K
ALGN icon
383
Align Technology
ALGN
$12.5B
$14.9M 0.03%
119,076
+13,845
+13% +$2.17M
P
384
Everpure Inc
P
$32.6B
$14.9M 0.03%
177,563
-31,670
-15% -$2.11M
D icon
385
Dominion Energy
D
$59.1B
$14.9M 0.03%
242,977
+14,617
+6% +$869K
DOV icon
386
Dover
DOV
$28.3B
$14.8M 0.03%
88,766
+5,316
+6% +$954K
DD icon
387
DuPont de Nemours
DD
$19.1B
$14.8M 0.03%
150,921
-1,054
-0.7% -$99.3K
ARE icon
388
Alexandria Real Estate Equities
ARE
$8.32B
$14.5M 0.03%
174,309
-35,759
-17% -$2.86M
TFC icon
389
Truist Financial
TFC
$63.4B
$14.5M 0.03%
316,976
+10,067
+3% +$454K
CSGP icon
390
CoStar Group
CSGP
$12.8B
$14.4M 0.03%
170,973
+5,149
+3% +$455K
PSX icon
391
Phillips 66
PSX
$86B
$14.4M 0.03%
105,629
+17,158
+19% +$2.2M
IDXX icon
392
Idexx Laboratories
IDXX
$46.9B
$14.3M 0.03%
22,418
+780
+4% +$473K
LNG icon
393
Cheniere Energy
LNG
$54.9B
$14.3M 0.03%
60,789
+6,423
+12% +$1.51M
PODD icon
394
Insulet
PODD
$9.91B
$14.2M 0.03%
46,113
-5,259
-10% -$1.65M
DVN icon
395
Devon Energy
DVN
$49.9B
$14.2M 0.03%
405,540
-28,634
-7% -$975K
TWLO icon
396
Twilio
TWLO
$38B
$14.2M 0.03%
141,481
-20,656
-13% -$2.33M
HUM icon
397
Humana
HUM
$46.3B
$14.1M 0.03%
54,293
-11,922
-18% -$3.14M
VRSK icon
398
Verisk Analytics
VRSK
$23.6B
$14.1M 0.03%
56,061
-36,460
-39% -$10M
SUI icon
399
Sun Communities
SUI
$14.4B
$14M 0.03%
108,859
-1,411
-1% -$178K
CVE icon
400
Cenovus Energy
CVE
$54.5B
$14M 0.03%
825,211
-4,902
-0.6% -$76.5K
14 15
16
17 18

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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.