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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
LIN icon
26
Linde
LIN
$226B
$198M 0.45%
416,204
+5,602
+1% +$2.65M
CSCO icon
27
Cisco
CSCO
$479B
$190M 0.44%
2,782,731
-284,493
-9% -$19.4M
ETN icon
28
Eaton
ETN
$174B
$189M 0.43%
505,404
-4,689
-0.9% -$1.71M
ANET icon
29
Arista Networks
ANET
$238B
$188M 0.43%
1,289,778
-101,821
-7% -$13.1M
GE icon
30
GE Aerospace
GE
$384B
$185M 0.43%
615,111
+71,940
+13% +$19.7M
BSX icon
31
Boston Scientific
BSX
$71.5B
$182M 0.42%
1,866,282
+50,938
+3% +$5.28M
PG icon
32
Procter & Gamble
PG
$339B
$178M 0.41%
1,157,841
-254,852
-18% -$39.8M
GILD icon
33
Gilead Sciences
GILD
$165B
$177M 0.41%
1,593,867
+9,685
+0.6% +$1.1M
BNY
34
Bank of New York Mellon
BNY
$107B
$176M 0.4%
1,611,874
-105,714
-6% -$10.8M
NFLX icon
35
Netflix
NFLX
$309B
$175M 0.4%
1,455,740
-19,330
-1% -$2.36M
ADBE icon
36
Adobe
ADBE
$105B
$172M 0.4%
488,647
-12,792
-3% -$4.59M
APH icon
37
Amphenol
APH
$209B
$172M 0.4%
1,390,269
+38,369
+3% +$4.21M
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.13T
$167M 0.38%
332,632
+19,748
+6% +$9.57M
KO icon
39
Coca-Cola
KO
$375B
$161M 0.37%
2,431,395
+123,786
+5% +$8.52M
TMUS icon
40
T-Mobile US
TMUS
$190B
$161M 0.37%
671,348
+52,254
+8% +$12.6M
IBM icon
41
IBM
IBM
$224B
$159M 0.37%
563,760
-19,203
-3% -$5.03M
CRM icon
42
Salesforce
CRM
$158B
$157M 0.36%
662,793
-218,444
-25% -$55.1M
UNH icon
43
UnitedHealth
UNH
$370B
$152M 0.35%
441,222
-199,658
-31% -$60.4M
VRTX icon
44
Vertex Pharmaceuticals
VRTX
$126B
$152M 0.35%
388,311
-6,060
-2% -$2.53M
T icon
45
AT&T
T
$163B
$146M 0.34%
5,176,778
-270,258
-5% -$7.67M
ECL icon
46
Ecolab
ECL
$79.9B
$144M 0.33%
525,337
+2,074
+0.4% +$563K
WELL icon
47
Welltower
WELL
$171B
$142M 0.33%
795,030
-43,638
-5% -$7.17M
PANW icon
48
Palo Alto Networks
PANW
$297B
$137M 0.31%
671,326
+195,921
+41% +$37.5M
WFC icon
49
Wells Fargo
WFC
$264B
$136M 0.31%
1,626,921
-203,542
-11% -$16.5M
PLTR icon
50
Palantir
PLTR
$413B
$135M 0.31%
741,190
-1,859
-0.3% -$301K
1
2
3 4 5

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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.