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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
LYV icon
576
Live Nation Entertainment
LYV
$43B
$5.75M 0.01%
35,201
+1,995
+6% +$315K
DG icon
577
Dollar General
DG
$27B
$5.66M 0.01%
54,730
+2,303
+4% +$252K
NVR icon
578
NVR
NVR
$16.8B
$5.62M 0.01%
700
-29
-4% -$231K
USFD icon
579
US Foods
USFD
$23.9B
$5.6M 0.01%
73,114
-512
-0.7% -$40.7K
CFG icon
580
Citizens Financial Group
CFG
$30.6B
$5.59M 0.01%
105,152
+7,489
+8% +$373K
WTRG icon
581
Essential Utilities
WTRG
$11.3B
$5.56M 0.01%
139,323
-36,836
-21% -$1.4M
MKL icon
582
Markel Group
MKL
$22.8B
$5.54M 0.01%
2,900
+230
+9% +$451K
DOCS icon
583
Doximity
DOCS
$4.57B
$5.52M 0.01%
75,503
+30,724
+69% +$2M
DT icon
584
Dynatrace
DT
$14.6B
$5.51M 0.01%
113,797
-12,201
-10% -$617K
WST icon
585
West Pharmaceutical
WST
$24.8B
$5.51M 0.01%
20,997
+503
+2% +$122K
FOX icon
586
Fox Class B
FOX
$23.6B
$5.48M 0.01%
95,675
-70,349
-42% -$3.71M
FBIN icon
587
Fortune Brands Innovations
FBIN
$5.73B
$5.45M 0.01%
102,044
+25,339
+33% +$1.43M
TER icon
588
Teradyne
TER
$57.1B
$5.37M 0.01%
39,043
+3,266
+9% +$357K
SBAC icon
589
SBA Communications
SBAC
$19.2B
$5.37M 0.01%
27,763
-1,376
-5% -$298K
WWD icon
590
Woodward
WWD
$21B
$5.36M 0.01%
21,208
+1,923
+10% +$478K
ATI icon
591
ATI
ATI
$31.1B
$5.36M 0.01%
65,861
+26,640
+68% +$2.16M
BF.B icon
592
Brown-Forman Class B
BF.B
$12.9B
$5.36M 0.01%
197,810
+58,141
+42% +$1.69M
COHR icon
593
Coherent
COHR
$63.6B
$5.35M 0.01%
49,693
+4,932
+11% +$492K
GWRE icon
594
Guidewire Software
GWRE
$14.4B
$5.35M 0.01%
23,277
+848
+4% +$193K
DRI icon
595
Darden Restaurants
DRI
$24.9B
$5.34M 0.01%
28,026
+668
+2% +$137K
THC icon
596
Tenet Healthcare
THC
$20.9B
$5.31M 0.01%
26,157
+898
+4% +$159K
BLD
597
DELISTED
TopBuild
BLD
$5.3M 0.01%
13,566
-1,112
-8% -$444K
NVT icon
598
nVent Electric
NVT
$26.3B
$5.29M 0.01%
53,633
-12,785
-19% -$1.11M
FR icon
599
First Industrial Realty Trust
FR
$8.36B
$5.25M 0.01%
101,981
-2,513
-2% -$126K
AHR icon
600
American Healthcare REIT
AHR
$10.7B
$5.25M 0.01%
124,877
+33,400
+37% +$1.34M
22 23
24
25 26

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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.