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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
FTNT icon
76
Fortinet
FTNT
$117B
$101M 0.23%
1,201,925
+446,536
+59% +$39.8M
ACN icon
77
Accenture
ACN
$108B
$101M 0.23%
408,159
-179,027
-30% -$46.7M
ICE icon
78
Intercontinental Exchange
ICE
$84.4B
$99.2M 0.23%
588,686
-76,731
-12% -$13.7M
SCHW
79
Charles Schwab
SCHW
$187B
$96.9M 0.22%
1,015,297
+68,655
+7% +$6.52M
AXP icon
80
American Express
AXP
$230B
$95.9M 0.22%
288,835
-40,833
-12% -$13M
PLD icon
81
Prologis
PLD
$133B
$95.4M 0.22%
832,689
+14,896
+2% +$1.64M
COF icon
82
Capital One
COF
$134B
$94.3M 0.22%
443,782
-21,450
-5% -$4.7M
MRSH
83
Marsh
MRSH
$91.5B
$91.2M 0.21%
452,482
-67,864
-13% -$14M
MRK icon
84
Merck
MRK
$318B
$90.8M 0.21%
1,081,697
+10,055
+0.9% +$828K
MS icon
85
Morgan Stanley
MS
$340B
$90.2M 0.21%
567,358
+6,167
+1% +$911K
RY icon
86
Royal Bank of Canada
RY
$293B
$89.8M 0.21%
609,389
+3,997
+0.7% +$551K
PEP icon
87
PepsiCo
PEP
$190B
$89M 0.2%
633,527
+23,023
+4% +$3.29M
APTV icon
88
Aptiv
APTV
$10.3B
$86.9M 0.2%
1,007,461
-127,818
-11% -$9.64M
SHOP icon
89
Shopify
SHOP
$195B
$84.4M 0.19%
568,186
+2,402
+0.4% +$326K
NEM icon
90
Newmont
NEM
$119B
$82.4M 0.19%
976,908
-164,698
-14% -$11.5M
FSLR icon
91
First Solar
FSLR
$26.9B
$82.3M 0.19%
373,258
+37,725
+11% +$7.24M
ADSK icon
92
Autodesk
ADSK
$52.6B
$81.8M 0.19%
257,629
-20,875
-7% -$6.36M
ISRG icon
93
Intuitive Surgical
ISRG
$134B
$81.8M 0.19%
182,816
+4,487
+3% +$2.15M
CNM icon
94
Core & Main
CNM
$8.71B
$81.7M 0.19%
1,518,363
-21,044
-1% -$1.27M
BLK icon
95
Blackrock
BLK
$176B
$81.1M 0.19%
69,550
-900
-1% -$1.01M
QCOM icon
96
Qualcomm
QCOM
$176B
$79.4M 0.18%
477,539
-38,927
-8% -$6.17M
MELI icon
97
Mercado Libre
MELI
$92.3B
$77M 0.18%
32,959
+6,075
+23% +$14.6M
EWBC icon
98
East-West Bancorp
EWBC
$18B
$77M 0.18%
723,432
+8,535
+1% +$898K
AMGN icon
99
Amgen
AMGN
$222B
$76.3M 0.18%
270,354
-122,181
-31% -$35.4M
PFE icon
100
Pfizer
PFE
$153B
$75.8M 0.17%
2,973,150
-508,285
-15% -$12.5M
2 3
4
5 6

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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.