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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
EPRT icon
626
Essential Properties Realty Trust
EPRT
$6.53B
$4.74M 0.01%
159,189
+18,814
+13% +$576K
UAL icon
627
United Airlines
UAL
$40.2B
$4.73M 0.01%
49,007
+407
+0.8% +$39.1K
FWONK icon
628
Liberty Media Series C
FWONK
$25.8B
$4.71M 0.01%
45,128
+734
+2% +$74.4K
VNO icon
629
Vornado Realty Trust
VNO
$7.26B
$4.68M 0.01%
115,429
+2,105
+2% +$82K
PKG icon
630
Packaging Corp of America
PKG
$22.7B
$4.65M 0.01%
21,331
+2,197
+11% +$453K
PINS icon
631
Pinterest
PINS
$13.8B
$4.63M 0.01%
144,076
+5,883
+4% +$213K
TOL icon
632
Toll Brothers
TOL
$14B
$4.59M 0.01%
33,258
-8,409
-20% -$1.1M
WY icon
633
Weyerhaeuser
WY
$18.2B
$4.59M 0.01%
185,173
-3,944
-2% -$101K
AR icon
634
Antero Resources
AR
$11.4B
$4.58M 0.01%
136,457
+50,035
+58% +$1.67M
OMC icon
635
Omnicom Group
OMC
$23.2B
$4.55M 0.01%
55,781
+5,476
+11% +$414K
TKO icon
636
TKO Group
TKO
$13.8B
$4.46M 0.01%
22,078
+2,479
+13% +$453K
TPL icon
637
Texas Pacific Land
TPL
$24.2B
$4.45M 0.01%
14,304
+726
+5% +$229K
ROL icon
638
Rollins
ROL
$17.9B
$4.42M 0.01%
75,293
+5,928
+9% +$337K
SFM icon
639
Sprouts Farmers Market
SFM
$7.96B
$4.42M 0.01%
40,627
-14,422
-26% -$2.1M
LKQ icon
640
LKQ Corp
LKQ
$6.22B
$4.39M 0.01%
143,707
-1,327,254
-90% -$43.6M
HR icon
641
Healthcare Realty
HR
$6.73B
$4.38M 0.01%
242,714
+1,673
+0.7% +$28.3K
NNN icon
642
NNN REIT
NNN
$8.8B
$4.35M 0.01%
102,178
-1,879
-2% -$79.8K
HOLX
643
DELISTED
Hologic
HOLX
$4.33M 0.01%
64,128
-13,382
-17% -$888K
GIB icon
644
CGI
GIB
$15.6B
$4.31M 0.01%
48,356
-1,524
-3% -$147K
FUTU icon
645
Futu Holdings
FUTU
$15.2B
$4.3M 0.01%
24,753
+4,486
+22% +$745K
ZBRA icon
646
Zebra Technologies
ZBRA
$17.9B
$4.25M 0.01%
14,289
+2,512
+21% +$802K
ILMN icon
647
Illumina
ILMN
$29B
$4.22M 0.01%
44,436
-75,010
-63% -$7.44M
IONQ icon
648
IonQ
IONQ
$17.2B
$4.21M 0.01%
68,468
+6,909
+11% +$325K
QLYS icon
649
Qualys
QLYS
$6.43B
$4.21M 0.01%
31,781
+558
+2% +$75.7K
XPO icon
650
XPO
XPO
$23.5B
$4.19M 0.01%
32,377
+447
+1% +$58K
24 25
26
27 28

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TI
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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.