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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
ORA icon
651
Ormat Technologies
ORA
$6.87B
$4.18M 0.01%
43,432
+6,470
+18% +$584K
MEDP icon
652
Medpace
MEDP
$16.8B
$4.16M 0.01%
8,099
+1,527
+23% +$667K
JAZZ icon
653
Jazz Pharmaceuticals
JAZZ
$16.7B
$4.16M 0.01%
31,570
-46,351
-59% -$5.56M
QGEN icon
654
Qiagen
QGEN
$9.05B
$4.16M 0.01%
94,193
+8,334
+10% +$399K
FN icon
655
Fabrinet
FN
$18.9B
$4.12M 0.01%
11,290
+882
+8% +$290K
CHRW icon
656
C.H. Robinson
CHRW
$17.3B
$4.06M 0.01%
30,657
+1,268
+4% +$149K
EVR icon
657
Evercore
EVR
$11.5B
$4.04M 0.01%
11,975
+1,961
+20% +$614K
IDCC icon
658
InterDigital
IDCC
$8.99B
$4M 0.01%
11,598
-1,176
-9% -$319K
GTLS
659
DELISTED
Chart Industries
GTLS
$4M 0.01%
19,972
-437
-2% -$83K
SNX icon
660
TD Synnex
SNX
$20.3B
$3.98M 0.01%
24,293
+1,669
+7% +$246K
CACI icon
661
CACI
CACI
$14.3B
$3.98M 0.01%
7,974
+58
+0.7% +$28K
BLDP
662
Ballard Power Systems
BLDP
$769M
$3.94M 0.01%
1,454,642
+524,387
+56% +$1.07M
RGLD icon
663
Royal Gold
RGLD
$19.8B
$3.94M 0.01%
19,644
-270
-1% -$46.7K
EMA
664
Emera Inc
EMA
$15.6B
$3.94M 0.01%
82,067
+4,862
+6% +$228K
TRNO icon
665
Terreno Realty
TRNO
$7.45B
$3.93M 0.01%
69,272
+561
+0.8% +$31.8K
DUOL icon
666
Duolingo
DUOL
$6.42B
$3.93M 0.01%
12,213
+2,258
+23% +$755K
RL icon
667
Ralph Lauren
RL
$24.2B
$3.93M 0.01%
12,534
+854
+7% +$254K
ENIC icon
668
Enel Chile
ENIC
$6.2B
$3.93M 0.01%
1,010,312
– –
KEY icon
669
KeyCorp
KEY
$24.3B
$3.93M 0.01%
210,176
+24,921
+13% +$461K
SNDK
670
Sandisk
SNDK
$181B
$3.92M 0.01%
34,954
+3,482
+11% +$203K
DSGX icon
671
Descartes Systems
DSGX
$6.86B
$3.9M 0.01%
41,369
-4,182
-9% -$427K
FCNCA icon
672
First Citizens BancShares
FCNCA
$25.2B
$3.89M 0.01%
2,174
-49
-2% -$96.6K
LRN icon
673
Stride
LRN
$3.33B
$3.86M 0.01%
25,907
+2,111
+9% +$309K
FDS icon
674
Factset
FDS
$10.1B
$3.83M 0.01%
13,382
+1,187
+10% +$453K
CVLT icon
675
Commault Systems
CVLT
$5.78B
$3.81M 0.01%
20,178
+496
+3% +$89.4K
25 26
27
28 29

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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.