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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
HSY icon
401
Hershey
HSY
$36.7B
$14M 0.03%
74,852
+10,321
+16% +$1.88M
EFX icon
402
Equifax
EFX
$21.3B
$13.9M 0.03%
54,370
+1,975
+4% +$496K
GGG icon
403
Graco
GGG
$13.5B
$13.9M 0.03%
163,820
-34,279
-17% -$2.93M
STLA icon
404
Stellantis
STLA
$21B
$13.9M 0.03%
1,504,699
-28,255
-2% -$270K
CNH
405
CNH Industrial
CNH
$16.9B
$13.8M 0.03%
1,281,120
-425,035
-25% -$5.19M
TSM icon
406
TSMC
TSM
$2.17T
$13.8M 0.03%
49,483
-2,749
-5% -$672K
OKTA icon
407
Okta
OKTA
$26.2B
$13.8M 0.03%
150,532
+15,456
+11% +$1.44M
KIM icon
408
Kimco Realty
KIM
$16.2B
$13.8M 0.03%
631,379
+11,183
+2% +$243K
DELL icon
409
Dell
DELL
$296B
$13.6M 0.03%
95,922
+2,985
+3% +$387K
KMI icon
410
Kinder Morgan
KMI
$69.9B
$13.5M 0.03%
477,739
+16,118
+3% +$441K
NTRS icon
411
Northern Trust
NTRS
$34.4B
$13.5M 0.03%
99,987
+9,120
+10% +$1.17M
NI icon
412
NiSource
NI
$20B
$13.4M 0.03%
310,490
+475
+0.2% +$19.7K
MAS icon
413
Masco
MAS
$14.7B
$13.4M 0.03%
189,764
+30,763
+19% +$2.17M
MLM icon
414
Martin Marietta Materials
MLM
$33B
$13.2M 0.03%
20,998
+2,379
+13% +$1.42M
BXP icon
415
Boston Properties
BXP
$10.8B
$13.2M 0.03%
178,020
+5,439
+3% +$384K
IP icon
416
International Paper
IP
$21.9B
$13.1M 0.03%
283,082
+8,395
+3% +$410K
NU icon
417
Nu Holdings
NU
$67B
$13.1M 0.03%
819,115
+61,609
+8% +$859K
STX icon
418
Seagate
STX
$182B
$13.1M 0.03%
55,318
-1,226
-2% -$209K
KMB icon
419
Kimberly-Clark
KMB
$35.9B
$13M 0.03%
104,628
-2,414
-2% -$312K
GWW icon
420
W.W. Grainger
GWW
$61.1B
$13M 0.03%
13,635
+266
+2% +$267K
LVS icon
421
Las Vegas Sands
LVS
$29.4B
$12.9M 0.03%
240,394
+2,721
+1% +$143K
BBY icon
422
Best Buy
BBY
$17.4B
$12.9M 0.03%
170,008
+1,185
+0.7% +$85K
DOC icon
423
Healthpeak Properties
DOC
$14.4B
$12.8M 0.03%
666,645
-184,471
-22% -$3.31M
CCJ icon
424
Cameco
CCJ
$42.4B
$12.7M 0.03%
151,486
-9,584
-6% -$743K
LPLA icon
425
LPL Financial
LPLA
$29.3B
$12.7M 0.03%
38,046
+663
+2% +$240K
15 16
17
18 19

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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.