We are live on ! Find out more
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
STAG icon
601
STAG Industrial
STAG
$7.09B
$5.24M 0.01%
148,424
+1,706
+1% +$60.8K
RKLB icon
602
Rocket Lab Corp
RKLB
$50B
$5.2M 0.01%
108,616
+42,695
+65% +$1.94M
CF icon
603
CF Industries
CF
$18.4B
$5.18M 0.01%
57,783
+8,247
+17% +$735K
CW icon
604
Curtiss-Wright
CW
$25.6B
$5.18M 0.01%
9,540
+407
+4% +$201K
AYI icon
605
Acuity Brands
AYI
$10.6B
$5.16M 0.01%
14,984
+1,035
+7% +$330K
CAE icon
606
CAE Inc. Common Shares
CAE
$8.64B
$5.16M 0.01%
174,159
+10,447
+6% +$294K
RDDT icon
607
Reddit
RDDT
$30.5B
$5.14M 0.01%
22,337
+3,765
+20% +$768K
TME icon
608
Tencent Music
TME
$16.2B
$5.13M 0.01%
219,841
-678,194
-76% -$15.7M
CTRE icon
609
CareTrust REIT
CTRE
$9.55B
$5.06M 0.01%
146,000
+14,585
+11% +$480K
ALAB icon
610
Astera Labs
ALAB
$55B
$5.06M 0.01%
25,833
+1,628
+7% +$268K
LNT icon
611
Alliant Energy
LNT
$17.7B
$5.05M 0.01%
74,967
+3,184
+4% +$205K
ZBH icon
612
Zimmer Biomet
ZBH
$18.7B
$5.05M 0.01%
51,272
+506
+1% +$50.1K
MGA icon
613
Magna International
MGA
$18.7B
$5.03M 0.01%
106,189
+6,308
+6% +$278K
GRAB icon
614
Grab
GRAB
$15B
$4.97M 0.01%
825,774
-328,542
-28% -$1.74M
PLUG icon
615
Plug Power
PLUG
$2.94B
$4.95M 0.01%
2,126,389
+552,152
+35% +$936K
BCH icon
616
Banco de Chile
BCH
$21B
$4.95M 0.01%
163,314
– –
FTI icon
617
TechnipFMC
FTI
$29.1B
$4.94M 0.01%
124,968
+13,843
+12% +$507K
MANH icon
618
Manhattan Associates
MANH
$11.4B
$4.91M 0.01%
23,975
+3,180
+15% +$672K
CDW icon
619
CDW
CDW
$17.1B
$4.91M 0.01%
30,829
-575
-2% -$97.7K
PFGC icon
620
Performance Food Group
PFGC
$17.9B
$4.86M 0.01%
46,751
+4,112
+10% +$412K
NTRA icon
621
Natera
NTRA
$45.9B
$4.85M 0.01%
30,144
+2,788
+10% +$441K
GL icon
622
Globe Life
GL
$14.2B
$4.81M 0.01%
33,660
+12,229
+57% +$1.66M
NLY icon
623
Annaly Capital Management
NLY
$17.3B
$4.79M 0.01%
236,939
+3,076
+1% +$63.8K
AFRM icon
624
Affirm
AFRM
$25.3B
$4.75M 0.01%
65,002
-4,466
-6% -$340K
LEGN icon
625
Legend Biotech
LEGN
$4B
$4.75M 0.01%
145,647
+51,523
+55% +$1.9M
23 24
25
26 27

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.