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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
SW
451
Smurfit Westrock
SW
$25B
$11M 0.03%
259,533
+4,220
+2% +$191K
AMH icon
452
American Homes 4 Rent
AMH
$12.3B
$11M 0.03%
330,451
-51,086
-13% -$1.78M
CTRA
453
DELISTED
Coterra Energy
CTRA
$11M 0.03%
463,741
+15,765
+4% +$380K
EL icon
454
Estee Lauder
EL
$31.5B
$11M 0.03%
124,406
+753
+0.6% +$67.1K
VMC icon
455
Vulcan Materials
VMC
$37B
$10.9M 0.03%
35,502
-742
-2% -$211K
PRU icon
456
Prudential Financial
PRU
$42.1B
$10.8M 0.02%
104,422
-34,546
-25% -$3.64M
ARES icon
457
Ares Management
ARES
$31B
$10.8M 0.02%
67,499
+4,743
+8% +$856K
IMO icon
458
Imperial Oil
IMO
$62.3B
$10.6M 0.02%
117,272
-7,527
-6% -$650K
INCY icon
459
Incyte
INCY
$24.6B
$10.6M 0.02%
124,703
-56,105
-31% -$4.43M
CLH icon
460
Clean Harbors
CLH
$16.4B
$10.6M 0.02%
45,507
+420
+0.9% +$99.4K
DXCM icon
461
DexCom
DXCM
$33.1B
$10.5M 0.02%
156,046
-216
-0.1% -$17.1K
SYY icon
462
Sysco
SYY
$40.1B
$10.4M 0.02%
126,143
-7,684
-6% -$614K
WBD icon
463
Warner Bros
WBD
$67.4B
$10.4M 0.02%
530,276
+18,490
+4% +$252K
GPC icon
464
Genuine Parts
GPC
$18.5B
$10.3M 0.02%
74,184
+509
+0.7% +$68.3K
CCI icon
465
Crown Castle
CCI
$31.3B
$10.2M 0.02%
105,407
+5,334
+5% +$540K
CPRT icon
466
Copart
CPRT
$27.4B
$10.2M 0.02%
225,913
-3,438
-1% -$162K
ADM icon
467
Archer Daniels Midland
ADM
$38.8B
$10.1M 0.02%
169,304
-1,518
-0.9% -$88.8K
WMS icon
468
Advanced Drainage Systems
WMS
$10.7B
$10.1M 0.02%
72,609
+45,395
+167% +$5.96M
DECK icon
469
Deckers Outdoor
DECK
$13.3B
$10.1M 0.02%
99,247
-102,641
-51% -$11.2M
RF icon
470
Regions Financial
RF
$26.8B
$10.1M 0.02%
381,130
-72,087
-16% -$1.87M
DOW icon
471
Dow Inc
DOW
$22.1B
$10M 0.02%
437,591
-74,178
-14% -$1.85M
DTE icon
472
DTE Energy
DTE
$28.5B
$9.98M 0.02%
70,573
+3,513
+5% +$481K
BR icon
473
Broadridge
BR
$19.8B
$9.89M 0.02%
41,534
-74,517
-64% -$18.6M
LULU icon
474
lululemon athletica
LULU
$14.5B
$9.67M 0.02%
54,367
-8,207
-13% -$1.64M
LII icon
475
Lennox International
LII
$14.6B
$9.57M 0.02%
18,080
+3,052
+20% +$1.78M
17 18
19
20 21

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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.