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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
ELF icon
876
e.l.f. Beauty
ELF
$5.56B
$2.18M 0.01%
16,446
-663
-4% -$81.8K
TEM
877
Tempus AI
TEM
$9.87B
$2.18M 0.01%
26,975
+3,412
+14% +$239K
COLB icon
878
Columbia Banking Systems
COLB
$8.99B
$2.18M 0.01%
84,515
+24,365
+41% +$619K
GH icon
879
Guardant Health
GH
$22.4B
$2.17M 0.01%
34,689
+948
+3% +$51.6K
JBTM
880
JBT Marel
JBTM
$6.35B
$2.17M 0.01%
15,418
+1,360
+10% +$186K
SNEX icon
881
StoneX
SNEX
$7.97B
$2.16M 0.01%
48,200
+5,371
+13% +$228K
AEIS icon
882
Advanced Energy
AEIS
$13B
$2.16M ﹤0.01%
12,668
+392
+3% +$59K
SSD icon
883
Simpson Manufacturing
SSD
$8.15B
$2.15M ﹤0.01%
12,844
+804
+7% +$144K
OSW icon
884
OneSpaWorld
OSW
$2.64B
$2.15M ﹤0.01%
101,588
+6,073
+6% +$133K
NHI icon
885
National Health Investors
NHI
$3.41B
$2.14M ﹤0.01%
26,962
+2,103
+8% +$157K
JHG
886
DELISTED
Janus Henderson
JHG
$2.13M ﹤0.01%
47,817
+2,342
+5% +$101K
DAR icon
887
Darling Ingredients
DAR
$9.94B
$2.13M ﹤0.01%
68,895
+4,954
+8% +$165K
BBIO icon
888
BridgeBio Pharma
BBIO
$16.5B
$2.13M ﹤0.01%
40,919
+3,447
+9% +$168K
LNC icon
889
Lincoln National
LNC
$8.59B
$2.13M ﹤0.01%
52,696
+8,023
+18% +$310K
MIDD icon
890
Middleby
MIDD
$5.45B
$2.11M ﹤0.01%
15,899
+1,343
+9% +$186K
BZ icon
891
Kanzhun
BZ
$7.44B
$2.11M ﹤0.01%
90,455
+16,085
+22% +$345K
CRBG icon
892
Corebridge Financial
CRBG
$14.8B
$2.11M ﹤0.01%
65,876
+814
+1% +$27.8K
HRB icon
893
H&R Block
HRB
$5.84B
$2.1M ﹤0.01%
41,601
+3,604
+9% +$190K
KD icon
894
Kyndryl
KD
$2.93B
$2.1M ﹤0.01%
69,936
+7,690
+12% +$264K
MTCH icon
895
Match Group
MTCH
$8.45B
$2.09M ﹤0.01%
59,281
+1,655
+3% +$59K
TSEM icon
896
Tower Semiconductor
TSEM
$28.6B
$2.09M ﹤0.01%
28,898
– –
CRSP icon
897
CRISPR Therapeutics
CRSP
$5.17B
$2.08M ﹤0.01%
32,156
+8,027
+33% +$461K
LAMR icon
898
Lamar Advertising Co
LAMR
$15.8B
$2.08M ﹤0.01%
16,985
+1,091
+7% +$136K
AM icon
899
Antero Midstream
AM
$10.5B
$2.08M ﹤0.01%
106,827
+8,539
+9% +$154K
AAON icon
900
Aaon
AAON
$7.07B
$2.08M ﹤0.01%
22,213
+1,630
+8% +$134K
34 35
36
37 38

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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.