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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
QFIN icon
426
Qfin Holdings
QFIN
$1.59B
$12.6M 0.03%
438,882
+188,373
+75% +$6.4M
HUBS icon
427
HubSpot
HUBS
$10.8B
$12.6M 0.03%
26,870
+6,611
+33% +$3.33M
ROST icon
428
Ross Stores
ROST
$81.7B
$12.4M 0.03%
81,658
+1,961
+2% +$280K
HTHT icon
429
Huazhu Hotels Group
HTHT
$13.2B
$12.2M 0.03%
311,848
+80,073
+35% +$2.8M
TTWO icon
430
Take-Two Interactive
TTWO
$47.4B
$12.2M 0.03%
47,104
+3,175
+7% +$752K
RBA icon
431
RB Global
RBA
$17.4B
$12.1M 0.03%
111,780
+5,354
+5% +$600K
AMCR icon
432
Amcor
AMCR
$21.8B
$12.1M 0.03%
295,763
+72,673
+33% +$3.26M
DDOG icon
433
Datadog
DDOG
$93.6B
$11.8M 0.03%
83,193
+365
+0.4% +$50.3K
UDR icon
434
UDR
UDR
$12.1B
$11.8M 0.03%
316,896
-3,006
-0.9% -$117K
CPT icon
435
Camden Property Trust
CPT
$11B
$11.8M 0.03%
110,107
-943
-0.8% -$104K
EVRG icon
436
Evergy
EVRG
$18.9B
$11.7M 0.03%
154,171
+1,251
+0.8% +$89.2K
CCEP icon
437
Coca-Cola Europacific Partners
CCEP
$46.9B
$11.7M 0.03%
129,177
-3,612
-3% -$335K
J icon
438
Jacobs Solutions
J
$17.2B
$11.6M 0.03%
77,279
-5,047
-6% -$725K
ACM icon
439
Aecom
ACM
$9.42B
$11.6M 0.03%
88,621
-4,862
-5% -$587K
TEVA icon
440
Teva Pharmaceuticals
TEVA
$42.1B
$11.5M 0.03%
567,864
+35,917
+7% +$631K
CVNA icon
441
Carvana
CVNA
$81.5B
$11.5M 0.03%
151,935
-12,225
-7% -$874K
HEI.A icon
442
HEICO Corp Class A
HEI.A
$37B
$11.4M 0.03%
45,017
-6,075
-12% -$1.52M
INVH icon
443
Invitation Homes
INVH
$17.8B
$11.4M 0.03%
389,052
-32,367
-8% -$998K
TAP icon
444
Molson Coors Class B
TAP
$7.93B
$11.4M 0.03%
250,917
-218,293
-47% -$10.8M
KHC icon
445
Kraft Heinz
KHC
$29.6B
$11.3M 0.03%
433,730
-8,522
-2% -$232K
WEC icon
446
WEC Energy
WEC
$34.6B
$11.3M 0.03%
98,527
-25,273
-20% -$2.74M
YUMC icon
447
Yum China
YUMC
$16.5B
$11.2M 0.03%
262,032
-35,685
-12% -$1.62M
K
448
DELISTED
Kellanova
K
$11.2M 0.03%
136,095
+6,664
+5% +$530K
FNV icon
449
Franco-Nevada
FNV
$46.5B
$11.1M 0.03%
49,902
+1,248
+3% +$225K
WDC icon
450
Western Digital
WDC
$151B
$11.1M 0.03%
92,076
-3,301
-3% -$270K
16 17
18
19 20

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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.