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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
BABA icon
776
Alibaba
BABA
$307B
$2.81M 0.01%
15,726
-72
-0.5% -$9.43K
OR icon
777
OR Royalties Inc
OR
$6.3B
$2.8M 0.01%
69,931
+8,613
+14% +$269K
ELAN icon
778
Elanco Animal Health
ELAN
$11.4B
$2.8M 0.01%
138,912
+9,552
+7% +$160K
CMA
779
DELISTED
Comerica
CMA
$2.8M 0.01%
40,815
+5,358
+15% +$361K
SSB icon
780
SouthState Bank Corp
SSB
$10.6B
$2.78M 0.01%
28,113
-2,417
-8% -$237K
AKR icon
781
Acadia Realty Trust
AKR
$2.78B
$2.78M 0.01%
137,864
+1,213
+0.9% +$23.4K
HAS icon
782
Hasbro
HAS
$13.8B
$2.78M 0.01%
36,608
+767
+2% +$59.5K
ARMK icon
783
Aramark
ARMK
$16B
$2.77M 0.01%
72,121
+1,563
+2% +$63.3K
DY icon
784
Dycom Industries
DY
$12.2B
$2.77M 0.01%
9,485
+856
+10% +$225K
HALO icon
785
Halozyme
HALO
$11.7B
$2.77M 0.01%
37,732
+1,651
+5% +$110K
RRC icon
786
Range Resources
RRC
$9.52B
$2.75M 0.01%
73,012
+1,798
+3% +$64.2K
PCOR icon
787
Procore
PCOR
$8.93B
$2.75M 0.01%
37,673
+912
+2% +$63.7K
SLM icon
788
SLM Corp
SLM
$5.17B
$2.71M 0.01%
97,804
+34,374
+54% +$1.07M
OGE icon
789
OGE Energy
OGE
$9.57B
$2.71M 0.01%
58,498
+1,509
+3% +$67.6K
EPR icon
790
EPR Properties
EPR
$4.58B
$2.7M 0.01%
46,599
-542
-1% -$30.5K
ATR icon
791
AptarGroup
ATR
$8.58B
$2.7M 0.01%
20,196
+659
+3% +$95.3K
ANF icon
792
Abercrombie & Fitch
ANF
$5.28B
$2.69M 0.01%
31,483
+16,317
+108% +$1.52M
U icon
793
Unity
U
$18.9B
$2.69M 0.01%
67,230
+11,826
+21% +$439K
IPG
794
DELISTED
Interpublic Group of Companies
IPG
$2.69M 0.01%
96,445
+8,899
+10% +$230K
AA icon
795
Alcoa
AA
$14.1B
$2.69M 0.01%
81,759
-8,887
-10% -$276K
AWI icon
796
Armstrong World Industries
AWI
$7.89B
$2.67M 0.01%
13,623
-125
-0.9% -$23.2K
OTEX icon
797
Open Text
OTEX
$5.87B
$2.66M 0.01%
71,168
+10,179
+17% +$326K
PSKY
798
Paramount Skydance Corp
PSKY
$10.4B
$2.65M 0.01%
+139,876
New +$2.21M
KMX icon
799
CarMax
KMX
$8.33B
$2.65M 0.01%
58,961
+1,940
+3% +$116K
POOL icon
800
Pool Corp
POOL
$7.38B
$2.64M 0.01%
8,516
-329
-4% -$103K
30 31
32
33 34

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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.