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
TLN
726
Talen Energy Corp
TLN
$16.4B
$3.23M 0.01%
7,599
+749
+11% +$271K
CUZ icon
727
Cousins Properties
CUZ
$4.83B
$3.23M 0.01%
111,542
-1,278
-1% -$36.3K
BCE icon
728
BCE
BCE
$21B
$3.23M 0.01%
138,026
+88,974
+181% +$2.14M
WCC
729
WESCO International
WCC
$17.9B
$3.22M 0.01%
15,246
+1,396
+10% +$293K
AIT icon
730
Applied Industrial Technologies
AIT
$13.2B
$3.22M 0.01%
12,327
+500
+4% +$131K
LW icon
731
Lamb Weston
LW
$7.12B
$3.22M 0.01%
55,393
+1,094
+2% +$59.8K
BPOP icon
732
Popular Inc
BPOP
$11.1B
$3.21M 0.01%
25,257
+6,090
+32% +$728K
STRL icon
733
Sterling Infrastructure
STRL
$16.2B
$3.18M 0.01%
9,367
-590
-6% -$167K
BSAC icon
734
Banco Santander Chile
BSAC
$16.7B
$3.18M 0.01%
119,952
+49,366
+70% +$1.21M
COO icon
735
Cooper Companies
COO
$14.9B
$3.18M 0.01%
46,325
+750
+2% +$53.1K
NJR icon
736
New Jersey Resources
NJR
$5.45B
$3.17M 0.01%
65,884
+16,896
+34% +$787K
MAC icon
737
Macerich
MAC
$6.9B
$3.17M 0.01%
174,230
+7,474
+4% +$129K
UGI icon
738
UGI
UGI
$7.29B
$3.16M 0.01%
94,875
+2,678
+3% +$93.6K
WBS icon
739
Webster Financial
WBS
$12.8B
$3.15M 0.01%
52,971
+4,555
+9% +$271K
RPM icon
740
RPM International
RPM
$14.8B
$3.15M 0.01%
26,694
+582
+2% +$69.8K
PNW icon
741
Pinnacle West Capital
PNW
$12B
$3.13M 0.01%
34,961
+1,519
+5% +$137K
DKS icon
742
Dick's Sporting Goods
DKS
$19.2B
$3.1M 0.01%
13,933
+1,852
+15% +$403K
FNB icon
743
FNB Corp
FNB
$6.75B
$3.09M 0.01%
191,593
+63,753
+50% +$1.01M
ALLY icon
744
Ally Financial
ALLY
$13.3B
$3.09M 0.01%
78,736
+6,911
+10% +$277K
CR icon
745
Crane Co
CR
$12.7B
$3.08M 0.01%
16,732
+1,091
+7% +$206K
KRC icon
746
Kilroy Realty
KRC
$4.32B
$3.06M 0.01%
72,314
-22,724
-24% -$896K
EXEL icon
747
Exelixis
EXEL
$13.1B
$3.04M 0.01%
73,656
+6,158
+9% +$248K
MRNA icon
748
Moderna
MRNA
$23.9B
$3.03M 0.01%
117,169
+10,715
+10% +$299K
WYNN icon
749
Wynn Resorts
WYNN
$10.6B
$3.02M 0.01%
23,581
+2,002
+9% +$231K
ENSG icon
750
The Ensign Group
ENSG
$10.7B
$3.02M 0.01%
17,486
-114
-0.6% -$18.2K
28 29
30
31 32

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.