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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
EXP icon
1026
Eagle Materials
EXP
$6.57B
$1.6M ﹤0.01%
6,868
-854
-11% -$194K
BRBR icon
1027
BellRing Brands
BRBR
$1.34B
$1.6M ﹤0.01%
43,943
+3,647
+9% +$165K
CORT icon
1028
Corcept Therapeutics
CORT
$12.1B
$1.6M ﹤0.01%
19,211
+766
+4% +$55.4K
FAF icon
1029
First American
FAF
$7.32B
$1.6M ﹤0.01%
24,842
+902
+4% +$56.9K
POST icon
1030
Post Holdings
POST
$3.56B
$1.59M ﹤0.01%
14,836
– –
M icon
1031
Macy's
M
$6.45B
$1.59M ﹤0.01%
88,678
+16,166
+22% +$229K
SHO icon
1032
Sunstone Hotel Investors
SHO
$1.98B
$1.58M ﹤0.01%
168,889
-4,228
-2% -$38.9K
NXST icon
1033
Nexstar Media Group
NXST
$5.69B
$1.58M ﹤0.01%
8,002
– –
GKOS icon
1034
Glaukos
GKOS
$10.7B
$1.58M ﹤0.01%
19,354
+2,506
+15% +$230K
CFR icon
1035
Cullen/Frost Bankers
CFR
$10.3B
$1.58M ﹤0.01%
12,430
+707
+6% +$91.9K
SAIA icon
1036
Saia
SAIA
$9.52B
$1.57M ﹤0.01%
5,247
+205
+4% +$61.8K
SIGI icon
1037
Selective Insurance
SIGI
$5.6B
$1.57M ﹤0.01%
19,364
+645
+3% +$52K
SEDG icon
1038
SolarEdge
SEDG
$2.05B
$1.57M ﹤0.01%
42,389
+6,690
+19% +$200K
IWM icon
1039
iShares Russell 2000 ETF
IWM
$81.8B
$1.57M ﹤0.01%
6,484
-19
-0.3% -$4.36K
OSK icon
1040
Oshkosh
OSK
$9.62B
$1.56M ﹤0.01%
12,037
– –
MMS icon
1041
Maximus
MMS
$2.84B
$1.56M ﹤0.01%
17,083
+705
+4% +$57.1K
SPY icon
1042
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$1.56M ﹤0.01%
2,341
-64
-3% -$41K
PK icon
1043
Park Hotels & Resorts
PK
$2.89B
$1.56M ﹤0.01%
140,464
+9,658
+7% +$109K
IRTC icon
1044
iRhythm Holdings
IRTC
$4.02B
$1.56M ﹤0.01%
9,049
– –
OLLI icon
1045
Ollie's Bargain Outlet
OLLI
$4.76B
$1.56M ﹤0.01%
12,111
+473
+4% +$62.8K
TXNM
1046
TXNM Energy Inc
TXNM
$5.91B
$1.55M ﹤0.01%
27,462
– –
SR icon
1047
Spire
SR
$4.87B
$1.55M ﹤0.01%
19,045
+770
+4% +$58.6K
QTWO icon
1048
Q2 Holdings
QTWO
$3.95B
$1.55M ﹤0.01%
21,426
+3,911
+22% +$321K
GVA icon
1049
Granite Construction
GVA
$5.49B
$1.54M ﹤0.01%
14,080
+540
+4% +$55.5K
KBH icon
1050
KB Home
KBH
$3.54B
$1.54M ﹤0.01%
24,243
-2,223
-8% -$134K
40 41
42
43 44

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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.