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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
TRGP icon
476
Targa Resources
TRGP
$57.5B
$9.53M 0.02%
56,875
+9,452
+20% +$1.57M
NBIX icon
477
Neurocrine Biosciences
NBIX
$16.6B
$9.46M 0.02%
67,369
-865
-1% -$117K
RS icon
478
Reliance Steel & Aluminium
RS
$22.1B
$9.45M 0.02%
33,649
+21,560
+178% +$6.47M
LH icon
479
Labcorp
LH
$26.1B
$9.21M 0.02%
32,090
+1,872
+6% +$502K
NDSN icon
480
Nordson
NDSN
$17.3B
$8.99M 0.02%
39,602
+15,093
+62% +$3.33M
BAX icon
481
Baxter International
BAX
$14.3B
$8.94M 0.02%
392,625
-6,281
-2% -$159K
SLF icon
482
Sun Life Financial
SLF
$45.2B
$8.92M 0.02%
148,534
-302,745
-67% -$18.2M
QSR icon
483
Restaurant Brands International
QSR
$25.4B
$8.83M 0.02%
137,604
-2,241
-2% -$147K
MCHP icon
484
Microchip Technology
MCHP
$45.1B
$8.82M 0.02%
137,365
+17,704
+15% +$1.2M
FICO icon
485
Fair Isaac
FICO
$22.3B
$8.79M 0.02%
5,876
+151
+3% +$227K
SMCI icon
486
Super Micro Computer
SMCI
$20.7B
$8.77M 0.02%
183,026
-214
-0.1% -$10.2K
GLPI icon
487
Gaming and Leisure Properties
GLPI
$12.5B
$8.73M 0.02%
187,293
+1,366
+0.7% +$64.4K
GEHC icon
488
GE HealthCare
GEHC
$32.8B
$8.72M 0.02%
116,174
+8,252
+8% +$615K
BMRN icon
489
BioMarin Pharmaceuticals
BMRN
$13.4B
$8.71M 0.02%
160,851
-55,929
-26% -$3.2M
SJM icon
490
J.M. Smucker
SJM
$12.6B
$8.67M 0.02%
79,805
+14,980
+23% +$1.63M
TTD icon
491
Trade Desk
TTD
$6.4B
$8.6M 0.02%
175,408
+10,207
+6% +$648K
MKC icon
492
McCormick & Company Non-Voting
MKC
$14.1B
$8.56M 0.02%
127,914
+5,487
+4% +$384K
ITT icon
493
ITT
ITT
$19.4B
$8.43M 0.02%
47,144
+11,023
+31% +$1.85M
AGI icon
494
Alamos Gold
AGI
$14B
$8.34M 0.02%
239,093
-7,495
-3% -$214K
TSN icon
495
Tyson Foods
TSN
$19.8B
$8.34M 0.02%
153,503
-266
-0.2% -$14.7K
HAL icon
496
Halliburton
HAL
$28.2B
$8.32M 0.02%
338,414
-29,945
-8% -$662K
PAYC icon
497
Paycom
PAYC
$9.51B
$8.3M 0.02%
39,865
-6,082
-13% -$1.37M
DOCU
498
DocuSign
DOCU
$11.4B
$8.24M 0.02%
114,344
+530
+0.5% +$40.8K
PAAS icon
499
Pan American Silver
PAAS
$21.8B
$8.23M 0.02%
212,268
+13,991
+7% +$450K
FLEX icon
500
Flex
FLEX
$46.2B
$8.2M 0.02%
141,407
+18,366
+15% +$976K
18 19
20
21 22

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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.