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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
HRL icon
751
Hormel Foods
HRL
$13.4B
$3.02M 0.01%
122,002
+805
+0.7% +$22.3K
AGNC icon
752
AGNC Investment
AGNC
$12.8B
$3.02M 0.01%
308,075
+32,115
+12% +$311K
SWK icon
753
Stanley Black & Decker
SWK
$15.8B
$3.01M 0.01%
40,512
+4,636
+13% +$340K
AES icon
754
AES
AES
$10.5B
$3.01M 0.01%
228,608
+53,119
+30% +$690K
AIZ icon
755
Assurant
AIZ
$14B
$3M 0.01%
13,869
+366
+3% +$74.3K
WTFC icon
756
Wintrust Financial
WTFC
$10.7B
$2.98M 0.01%
22,531
+3,733
+20% +$493K
FCPT icon
757
Four Corners Property Trust
FCPT
$2.69B
$2.98M 0.01%
121,966
-5,988
-5% -$155K
GNRC icon
758
Generac Holdings
GNRC
$12.8B
$2.97M 0.01%
17,760
+855
+5% +$150K
DINO icon
759
HF Sinclair
DINO
$15.2B
$2.97M 0.01%
56,719
+15,677
+38% +$743K
IONS icon
760
Ionis Pharmaceuticals
IONS
$9.31B
$2.96M 0.01%
45,220
+1,605
+4% +$78.4K
OVV icon
761
Ovintiv
OVV
$17.5B
$2.96M 0.01%
73,187
+7,963
+12% +$325K
NYT icon
762
New York Times
NYT
$10.3B
$2.95M 0.01%
51,437
+5,774
+13% +$329K
WIX icon
763
WIX.com
WIX
$2.67B
$2.94M 0.01%
16,554
-5,816
-26% -$875K
PRIM icon
764
Primoris Services
PRIM
$4.58B
$2.93M 0.01%
21,336
-198
-0.9% -$21.3K
LYFT icon
765
Lyft
LYFT
$6.63B
$2.93M 0.01%
132,992
+16,659
+14% +$279K
RGTI icon
766
Rigetti Computing
RGTI
$6.05B
$2.92M 0.01%
98,020
+3,876
+4% +$67.9K
LSCC icon
767
Lattice Semiconductor
LSCC
$18.1B
$2.89M 0.01%
39,423
-810
-2% -$49.3K
RIVN icon
768
Rivian
RIVN
$23.5B
$2.89M 0.01%
196,535
+4,294
+2% +$57.5K
RVTY icon
769
Revvity
RVTY
$13B
$2.87M 0.01%
32,753
+7,794
+31% +$708K
EXLS icon
770
EXL Service
EXLS
$5.32B
$2.84M 0.01%
64,422
+11,083
+21% +$480K
ALV icon
771
Autoliv
ALV
$8.98B
$2.83M 0.01%
22,945
-5,837
-20% -$699K
BEPC icon
772
Brookfield Renewable
BEPC
$6.39B
$2.83M 0.01%
82,101
+12,145
+17% +$416K
Z icon
773
Zillow
Z
$7.65B
$2.83M 0.01%
36,666
+5,903
+19% +$482K
PECO icon
774
Phillips Edison & Co
PECO
$5.09B
$2.82M 0.01%
82,171
-3,015
-4% -$104K
SBRA icon
775
Sabra Healthcare REIT
SBRA
$5.1B
$2.82M 0.01%
151,180
-454
-0.3% -$8.48K
29 30
31
32 33

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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.