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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
ONB icon
851
Old National Bancorp
ONB
$10.3B
$2.31M 0.01%
105,083
+13,808
+15% +$305K
CDP icon
852
COPT Defense Properties
CDP
$4.14B
$2.29M 0.01%
78,947
-3,011
-4% -$86.5K
SF
853
Stifel
SF
$12.8B
$2.29M 0.01%
30,254
+807
+3% +$60.4K
PSN icon
854
Parsons
PSN
$5.1B
$2.29M 0.01%
27,592
-22,847
-45% -$1.77M
ZION icon
855
Zions Bancorporation
ZION
$10.4B
$2.29M 0.01%
40,421
+3,876
+11% +$216K
NFG icon
856
National Fuel Gas
NFG
$7.79B
$2.28M 0.01%
24,699
+769
+3% +$67K
VOYA icon
857
Voya Financial
VOYA
$8.98B
$2.27M 0.01%
30,380
+3,188
+12% +$235K
FSS icon
858
Federal Signal
FSS
$7.89B
$2.27M 0.01%
19,069
+529
+3% +$63.5K
RBC icon
859
RBC Bearings
RBC
$17.7B
$2.26M 0.01%
5,794
+143
+3% +$55.7K
REZI icon
860
Resideo Technologies
REZI
$3.68B
$2.26M 0.01%
52,296
+12,895
+33% +$403K
ECHO
861
EchoStar
ECHO
$25.7B
$2.25M 0.01%
29,453
+2,227
+8% +$101K
LINE
862
Lineage Inc
LINE
$9.5B
$2.25M 0.01%
58,102
+15,200
+35% +$632K
MOD icon
863
Modine Manufacturing
MOD
$10.7B
$2.24M 0.01%
15,785
+1,194
+8% +$152K
G icon
864
Genpact
G
$5.69B
$2.24M 0.01%
53,513
+6,556
+14% +$288K
TMHC
865
DELISTED
Taylor Morrison
TMHC
$2.24M 0.01%
33,883
-1,469
-4% -$96.7K
PNFP icon
866
Pinnacle Financial Partners Inc
PNFP
$16B
$2.22M 0.01%
23,676
+2,828
+14% +$282K
ETSY icon
867
Etsy
ETSY
$7.31B
$2.22M 0.01%
33,443
+404
+1% +$24.1K
OKLO
868
Oklo
OKLO
$8.67B
$2.21M 0.01%
19,832
+8,100
+69% +$634K
VNOM icon
869
Viper Energy
VNOM
$15.3B
$2.2M 0.01%
57,534
+15,333
+36% +$584K
MTG icon
870
MGIC Investment
MTG
$6.28B
$2.19M 0.01%
77,363
+8,400
+12% +$229K
CRL icon
871
Charles River Laboratories
CRL
$13.3B
$2.19M 0.01%
14,014
+3,018
+27% +$479K
AGCO icon
872
AGCO
AGCO
$7.13B
$2.19M 0.01%
20,467
+529
+3% +$58.4K
PCTY icon
873
Paylocity
PCTY
$7.76B
$2.19M 0.01%
13,737
+528
+4% +$93.5K
CRUS icon
874
Cirrus Logic
CRUS
$6.11B
$2.19M 0.01%
17,454
+2,064
+13% +$230K
HII icon
875
Huntington Ingalls Industries
HII
$13B
$2.18M 0.01%
7,579
+231
+3% +$61.5K
33 34
35
36 37

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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.