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
SANM icon
826
Sanmina
SANM
$10.8B
$2.44M 0.01%
21,190
+5,309
+33% +$597K
JBHT icon
827
JB Hunt Transport Services
JBHT
$24.8B
$2.43M 0.01%
18,096
+170
+0.9% +$24.4K
JXN icon
828
Jackson Financial
JXN
$8.82B
$2.42M 0.01%
23,950
+312
+1% +$29.1K
CADE
829
DELISTED
Cadence Bank
CADE
$2.41M 0.01%
64,139
+5,046
+9% +$182K
AFG icon
830
American Financial Group
AFG
$12B
$2.4M 0.01%
16,472
+184
+1% +$24.4K
AXS icon
831
AXIS Capital
AXS
$7.4B
$2.4M 0.01%
25,038
+1,382
+6% +$134K
ATS icon
832
ATS Corp
ATS
$1.99B
$2.4M 0.01%
91,611
+64,332
+236% +$1.85M
DCI icon
833
Donaldson
DCI
$11.3B
$2.4M 0.01%
29,279
+752
+3% +$56.7K
FND icon
834
Floor & Decor
FND
$6.39B
$2.39M 0.01%
32,378
+732
+2% +$60K
COLD icon
835
Americold
COLD
$4.19B
$2.39M 0.01%
194,885
-5,411
-3% -$80.6K
MKSI icon
836
MKS Inc
MKSI
$19.7B
$2.38M 0.01%
19,191
+1,335
+7% +$142K
INGR icon
837
Ingredion
INGR
$6.57B
$2.37M 0.01%
19,369
+1,745
+10% +$225K
MP icon
838
MP Materials
MP
$9.77B
$2.36M 0.01%
35,243
-3,899
-10% -$245K
KNSL icon
839
Kinsale Capital Group
KNSL
$8.59B
$2.36M 0.01%
5,551
+364
+7% +$165K
ESE icon
840
ESCO Technologies
ESE
$7.77B
$2.34M 0.01%
11,104
+704
+7% +$139K
UEC icon
841
Uranium Energy
UEC
$5.66B
$2.34M 0.01%
175,581
+541
+0.3% +$5.41K
IVZ icon
842
Invesco
IVZ
$13.9B
$2.34M 0.01%
102,174
+18,105
+22% +$376K
FYBR
843
DELISTED
Frontier Communications
FYBR
$2.34M 0.01%
62,705
+3,316
+6% +$123K
MKTX icon
844
MarketAxess Holdings
MKTX
$5.72B
$2.34M 0.01%
13,424
+263
+2% +$51.4K
EMN icon
845
Eastman Chemical
EMN
$8.52B
$2.34M 0.01%
37,066
+8,926
+32% +$623K
SNAP icon
846
Snap
SNAP
$9.23B
$2.33M 0.01%
302,203
+68,810
+29% +$571K
QRVO icon
847
Qorvo
QRVO
$8.5B
$2.32M 0.01%
25,475
+3,335
+15% +$297K
HQY icon
848
HealthEquity
HQY
$8.82B
$2.32M 0.01%
24,456
+1,291
+6% +$121K
LAD icon
849
Lithia Motors
LAD
$8.36B
$2.32M 0.01%
7,334
+545
+8% +$176K
EPAM icon
850
EPAM Systems
EPAM
$5.13B
$2.31M 0.01%
15,324
+1,332
+10% +$219K
32 33
34
35 36

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.