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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
TRU icon
501
TransUnion
TRU
$15.2B
$8.12M 0.02%
96,957
-1,047
-1% -$95K
UTHR icon
502
United Therapeutics
UTHR
$22.7B
$8.1M 0.02%
19,323
-17,500
-48% -$5.89M
NUE icon
503
Nucor
NUE
$62.5B
$8.05M 0.02%
59,419
+3,538
+6% +$501K
TW icon
504
Tradeweb Markets
TW
$21.9B
$7.99M 0.02%
72,017
-62,209
-46% -$8M
SCCO icon
505
Southern Copper
SCCO
$167B
$7.91M 0.02%
66,994
+2,390
+4% +$235K
MTD icon
506
Mettler-Toledo International
MTD
$28.6B
$7.88M 0.02%
6,417
+279
+5% +$350K
HST icon
507
Host Hotels & Resorts
HST
$15.5B
$7.87M 0.02%
462,521
-55,510
-11% -$921K
MTB icon
508
M&T Bank
MTB
$36.3B
$7.81M 0.02%
39,534
+2,563
+7% +$503K
TDY icon
509
Teledyne Technologies
TDY
$32B
$7.81M 0.02%
13,330
+2,639
+25% +$1.44M
INSM icon
510
Insmed
INSM
$29.4B
$7.81M 0.02%
54,200
+2,733
+5% +$335K
KVUE icon
511
Kenvue
KVUE
$36.5B
$7.78M 0.02%
479,642
+23,045
+5% +$470K
ELS icon
512
Equity Lifestyle Properties
ELS
$12.5B
$7.75M 0.02%
127,747
-1,556
-1% -$94.5K
OHI icon
513
Omega Healthcare
OHI
$14.4B
$7.7M 0.02%
182,359
-14,583
-7% -$588K
PPL
514
PPL Corp
PPL
$26.3B
$7.61M 0.02%
204,851
+12,991
+7% +$467K
BAH icon
515
Booz Allen Hamilton
BAH
$9.37B
$7.58M 0.02%
75,831
+17,089
+29% +$1.83M
EGP icon
516
EastGroup Properties
EGP
$10.9B
$7.55M 0.02%
44,603
+10,213
+30% +$1.69M
TECK icon
517
Teck Resources
TECK
$32.8B
$7.53M 0.02%
171,617
-5,362
-3% -$195K
BLDR icon
518
Builders FirstSource
BLDR
$7.74B
$7.44M 0.02%
61,364
-45,830
-43% -$6.08M
BAM icon
519
Brookfield Asset Management
BAM
$84.4B
$7.43M 0.02%
130,613
+2,968
+2% +$177K
LNN icon
520
Lindsay Corp
LNN
$1.17B
$7.42M 0.02%
52,807
-46
-0.1% -$6.4K
IBKR icon
521
Interactive Brokers
IBKR
$41.1B
$7.39M 0.02%
107,458
+11,822
+12% +$744K
CCK icon
522
Crown Holdings
CCK
$13.1B
$7.39M 0.02%
76,545
+2,386
+3% +$239K
CUBE icon
523
CubeSmart
CUBE
$9.23B
$7.24M 0.02%
178,057
-1,029
-0.6% -$41.9K
SOFI icon
524
SoFi Technologies
SOFI
$23.4B
$7.22M 0.02%
273,188
-36,589
-12% -$868K
CLS icon
525
Celestica
CLS
$36.2B
$7.2M 0.02%
29,243
+1,910
+7% +$385K
19 20
21
22 23

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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.