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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
DIS icon
51
Walt Disney
DIS
$181B
$135M 0.31%
1,176,003
+312,727
+36% +$36.8M
INTU icon
52
Intuit
INTU
$89B
$133M 0.31%
194,525
+76
+0% +$54.8K
INTC icon
53
Intel
INTC
$513B
$131M 0.3%
3,891,868
-1,475,237
-27% -$35.7M
XLF icon
54
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$131M 0.3%
2,412,186
– –
CM icon
55
Canadian Imperial Bank of Commerce
CM
$108B
$129M 0.3%
1,619,224
+153,442
+10% +$11.5M
VRT icon
56
Vertiv
VRT
$105B
$128M 0.29%
847,285
-44,182
-5% -$5.89M
SPGI icon
57
S&P Global
SPGI
$120B
$127M 0.29%
260,384
+9,889
+4% +$5.3M
FIX icon
58
Comfort Systems
FIX
$59.6B
$126M 0.29%
152,141
+27,752
+22% +$18.8M
CAT icon
59
Caterpillar
CAT
$387B
$124M 0.29%
260,356
-25,908
-9% -$11.1M
GS icon
60
Goldman Sachs
GS
$303B
$122M 0.28%
153,588
+2,528
+2% +$1.87M
PWR icon
61
Quanta Services
PWR
$101B
$122M 0.28%
294,025
-10,315
-3% -$4.01M
NOW icon
62
ServiceNow
NOW
$129B
$120M 0.28%
654,450
+16,715
+3% +$3.12M
CVX icon
63
Chevron
CVX
$366B
$118M 0.27%
762,503
+123,363
+19% +$19.1M
ABT icon
64
Abbott
ABT
$187B
$115M 0.26%
860,900
+13,036
+2% +$1.71M
TT icon
65
Trane Technologies
TT
$106B
$115M 0.26%
272,155
+9,045
+3% +$3.87M
TMO icon
66
Thermo Fisher Scientific
TMO
$220B
$114M 0.26%
235,127
+14,491
+7% +$6.75M
EHC icon
67
Encompass Health
EHC
$12.4B
$113M 0.26%
888,110
+71,960
+9% +$8.57M
CVS icon
68
CVS Health
CVS
$122B
$111M 0.25%
1,467,170
+876,443
+148% +$60.1M
BKNG icon
69
Booking.com
BKNG
$161B
$110M 0.25%
510,800
-37,325
-7% -$8.33M
UBER icon
70
Uber
UBER
$153B
$110M 0.25%
1,120,627
+27,421
+3% +$2.56M
C icon
71
Citigroup
C
$226B
$106M 0.24%
1,048,287
+63,543
+6% +$6.03M
MCD icon
72
McDonald's
MCD
$195B
$104M 0.24%
342,433
-217,536
-39% -$66.2M
ADI icon
73
Analog Devices
ADI
$190B
$104M 0.24%
422,024
+32,249
+8% +$7.75M
GEV icon
74
GE Vernova
GEV
$264B
$102M 0.23%
165,494
-17,125
-9% -$10.4M
AMD icon
75
Advanced Micro Devices
AMD
$789B
$102M 0.23%
628,609
-3,373
-0.5% -$544K
1 2
3
4 5

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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.