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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
LEN icon
526
Lennar Class A
LEN
$20.6B
$7.2M 0.02%
57,156
+693
+1% +$86K
HPQ icon
527
HP
HPQ
$27.3B
$7.19M 0.02%
264,022
+1,812
+0.7% +$48.3K
FITB
528
Fifth Third Bancorp
FITB
$51.8B
$7.15M 0.02%
160,564
+2,694
+2% +$118K
RGA icon
529
Reinsurance Group of America
RGA
$15.8B
$7.13M 0.02%
37,122
-3,090
-8% -$591K
SQM icon
530
Sociedad Química y Minera de Chile
SQM
$20.8B
$7.13M 0.02%
165,776
-3,135
-2% -$131K
UHS icon
531
Universal Health Services
UHS
$10.2B
$7.1M 0.02%
34,729
+1,838
+6% +$331K
CMS icon
532
CMS Energy
CMS
$21.7B
$7.07M 0.02%
96,550
+5,457
+6% +$392K
LYB icon
533
LyondellBasell Industries
LYB
$20.2B
$7.06M 0.02%
143,945
+798
+0.6% +$45K
AEE icon
534
Ameren
AEE
$29.6B
$7.04M 0.02%
67,424
+2,815
+4% +$281K
CLX icon
535
Clorox
CLX
$13B
$6.92M 0.02%
56,112
-144,121
-72% -$17.9M
DGX icon
536
Quest Diagnostics
DGX
$26.2B
$6.86M 0.02%
35,999
+3,121
+9% +$554K
VRSN icon
537
VeriSign
VRSN
$26.5B
$6.85M 0.02%
24,504
+1,125
+5% +$314K
BRO icon
538
Brown & Brown
BRO
$24B
$6.79M 0.02%
72,360
+10,840
+18% +$1.06M
CIB icon
539
Grupo Cibest SA
CIB
$21.7B
$6.76M 0.02%
130,219
– –
CRDO icon
540
Credo Technology Group
CRDO
$44.7B
$6.74M 0.02%
46,285
+2,618
+6% +$320K
CG icon
541
Carlyle Group
CG
$17.2B
$6.62M 0.02%
105,650
+1,320
+1% +$82.5K
CSL icon
542
Carlisle Companies
CSL
$15.3B
$6.57M 0.02%
19,983
-264
-1% -$101K
CNC icon
543
Centene
CNC
$32.9B
$6.57M 0.02%
184,173
-51,270
-22% -$1.55M
BRX icon
544
Brixmor Property Group
BRX
$9.15B
$6.57M 0.02%
237,361
-501
-0.2% -$13.4K
JBL icon
545
Jabil
JBL
$35.3B
$6.55M 0.02%
30,177
+3,323
+12% +$724K
TRI icon
546
Thomson Reuters
TRI
$45.2B
$6.53M 0.02%
41,405
+1,192
+3% +$222K
LDOS icon
547
Leidos
LDOS
$17.5B
$6.53M 0.02%
34,546
+2,249
+7% +$391K
CINF icon
548
Cincinnati Financial
CINF
$26.7B
$6.46M 0.01%
40,867
+444
+1% +$67.4K
BG icon
549
Bunge Global
BG
$21.6B
$6.46M 0.01%
79,453
+20,736
+35% +$1.66M
TROW icon
550
T. Rowe Price
TROW
$24.3B
$6.45M 0.01%
62,853
-15,064
-19% -$1.58M
20 21
22
23 24

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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.