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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
PR
801
Permian Resources
PR
$18B
$2.64M 0.01%
206,155
+5,205
+3% +$71.4K
FCN icon
802
FTI Consulting
FCN
$4.18B
$2.64M 0.01%
16,323
+6,435
+65% +$1.07M
PRI icon
803
Primerica
PRI
$9.65B
$2.62M 0.01%
9,445
+219
+2% +$58.8K
WAL icon
804
Western Alliance Bancorporation
WAL
$8.88B
$2.62M 0.01%
30,169
+2,400
+9% +$203K
MOH icon
805
Molina Healthcare
MOH
$10.3B
$2.62M 0.01%
13,668
+92
+0.7% +$16.9K
HL icon
806
Hecla Mining
HL
$11.8B
$2.61M 0.01%
216,084
-37,862
-15% -$304K
RRX icon
807
Regal Rexnord
RRX
$11.6B
$2.6M 0.01%
18,146
+1,160
+7% +$171K
SPXC icon
808
SPX Corp
SPXC
$10.9B
$2.6M 0.01%
13,902
-197
-1% -$36.4K
BWA icon
809
BorgWarner
BWA
$14.1B
$2.58M 0.01%
58,770
+1,487
+3% +$59.4K
FIVE icon
810
Five Below
FIVE
$13.1B
$2.58M 0.01%
16,687
+423
+3% +$59.9K
IRT icon
811
Independence Realty Trust
IRT
$3.94B
$2.57M 0.01%
156,806
-4,532
-3% -$78.5K
W icon
812
Wayfair
W
$14.2B
$2.57M 0.01%
28,761
-1,920
-6% -$141K
COOP
813
DELISTED
Mr. Cooper
COOP
$2.56M 0.01%
12,153
+366
+3% +$67.4K
SNV
814
DELISTED
Synovus
SNV
$2.55M 0.01%
51,860
+11,970
+30% +$613K
ARM icon
815
Arm
ARM
$287B
$2.54M 0.01%
17,956
+8,390
+88% +$1.22M
INFY icon
816
Infosys
INFY
$51.2B
$2.53M 0.01%
155,779
-23,418
-13% -$403K
PLNT icon
817
Planet Fitness
PLNT
$3.64B
$2.5M 0.01%
24,087
-421
-2% -$44.8K
IOT icon
818
Samsara
IOT
$24B
$2.49M 0.01%
66,855
+3,288
+5% +$122K
LIF
819
Life360
LIF
$3.9B
$2.48M 0.01%
23,349
+3,297
+16% +$278K
MTN icon
820
Vail Resorts
MTN
$5.25B
$2.48M 0.01%
16,570
+6,377
+63% +$990K
UMBF icon
821
UMB Financial
UMBF
$11.3B
$2.48M 0.01%
20,938
+2,138
+11% +$246K
MTSI icon
822
MACOM Technology Solutions
MTSI
$23.2B
$2.48M 0.01%
19,900
+1,629
+9% +$215K
SKT icon
823
Tanger
SKT
$4.46B
$2.47M 0.01%
73,036
+574
+0.8% +$18.7K
SOLV icon
824
Solventum
SOLV
$14.5B
$2.47M 0.01%
33,848
+733
+2% +$53.7K
TPG icon
825
TPG
TPG
$8.06B
$2.44M 0.01%
42,540
+2,542
+6% +$150K
31 32
33
34 35

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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.