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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
RLI icon
976
RLI Corp
RLI
$5.87B
$1.77M ﹤0.01%
27,126
– –
LUMN icon
977
Lumen
LUMN
$6.58B
$1.77M ﹤0.01%
288,898
+8,094
+3% +$38.8K
WH icon
978
Wyndham Hotels & Resorts
WH
$5.38B
$1.77M ﹤0.01%
22,123
+674
+3% +$58K
XLU icon
979
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$1.77M ﹤0.01%
40,594
-488
-1% -$20.6K
AMG icon
980
Affiliated Managers Group
AMG
$9.48B
$1.76M ﹤0.01%
7,377
+464
+7% +$102K
CMC icon
981
Commercial Metals
CMC
$7.97B
$1.76M ﹤0.01%
30,684
+2,292
+8% +$127K
STEP icon
982
StepStone Group
STEP
$4.07B
$1.75M ﹤0.01%
26,863
+2,140
+9% +$131K
ENVA icon
983
Enova International
ENVA
$6.4B
$1.75M ﹤0.01%
15,198
-1,361
-8% -$156K
FTDR icon
984
Frontdoor
FTDR
$5.75B
$1.75M ﹤0.01%
25,941
+996
+4% +$60.6K
GPK icon
985
Graphic Packaging
GPK
$3.54B
$1.74M ﹤0.01%
88,993
+2,621
+3% +$57K
CHWY icon
986
Chewy
CHWY
$9.2B
$1.73M ﹤0.01%
42,876
+6,350
+17% +$245K
LOPE icon
987
Grand Canyon Education
LOPE
$3.76B
$1.73M ﹤0.01%
7,899
+280
+4% +$53.8K
BTG icon
988
B2Gold
BTG
$6.71B
$1.73M ﹤0.01%
349,241
– –
ROIV icon
989
Roivant Sciences
ROIV
$25.5B
$1.73M ﹤0.01%
114,050
-290
-0.3% -$3.59K
CART icon
990
Maplebear
CART
$11.4B
$1.72M ﹤0.01%
46,919
-8,662
-16% -$399K
HASI icon
991
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.28B
$1.72M ﹤0.01%
56,118
+4,724
+9% +$130K
APA icon
992
APA Corp
APA
$14.2B
$1.72M ﹤0.01%
70,827
+4,645
+7% +$98.1K
BFAM icon
993
Bright Horizons
BFAM
$3.76B
$1.72M ﹤0.01%
15,816
+480
+3% +$55.6K
GXO icon
994
GXO Logistics
GXO
$5.37B
$1.72M ﹤0.01%
32,459
+1,153
+4% +$59.3K
CHDN icon
995
Churchill Downs
CHDN
$6.18B
$1.72M ﹤0.01%
17,684
+551
+3% +$56.7K
XP icon
996
XP
XP
$8.01B
$1.71M ﹤0.01%
91,010
– –
MRUS
997
DELISTED
Merus
MRUS
$1.71M ﹤0.01%
18,150
– –
TTC icon
998
Toro Company
TTC
$9.4B
$1.71M ﹤0.01%
22,424
+782
+4% +$60K
CLF icon
999
Cleveland-Cliffs
CLF
$7.08B
$1.7M ﹤0.01%
139,422
-12,000
-8% -$126K
KRMN
1000
Karman Holdings
KRMN
$8.21B
$1.7M ﹤0.01%
23,500
+4,800
+26% +$263K
38 39
40
41 42

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TI
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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.