We are live on ! Find out more
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
EQX icon
1051
Equinox Gold
EQX
$13.6B
$1.54M ﹤0.01%
137,547
+22,364
+19% +$178K
AWR icon
1052
American States Water
AWR
$3.47B
$1.54M ﹤0.01%
21,002
+2,326
+12% +$173K
FMC icon
1053
FMC
FMC
$1.3B
$1.54M ﹤0.01%
45,664
-1,244
-3% -$48.5K
BCPC
1054
Balchem Corp
BCPC
$5.71B
$1.53M ﹤0.01%
10,217
-457
-4% -$72K
ENPH icon
1055
Enphase Energy
ENPH
$5.59B
$1.53M ﹤0.01%
43,180
-131
-0.3% -$4.87K
CORZ icon
1056
Core Scientific
CORZ
$6.35B
$1.52M ﹤0.01%
84,757
+3,400
+4% +$49.9K
STWD icon
1057
Starwood Property Trust
STWD
$6.17B
$1.52M ﹤0.01%
78,426
+6,826
+10% +$137K
SSRM icon
1058
SSR Mining
SSRM
$6.52B
$1.52M ﹤0.01%
62,069
+7,827
+14% +$132K
MTDR icon
1059
Matador Resources
MTDR
$6.51B
$1.52M ﹤0.01%
33,733
-2,500
-7% -$122K
FLR icon
1060
Fluor
FLR
$7.08B
$1.51M ﹤0.01%
35,982
-730
-2% -$33.6K
CROX icon
1061
Crocs
CROX
$6.31B
$1.51M ﹤0.01%
18,070
+2,128
+13% +$194K
URBN icon
1062
Urban Outfitters
URBN
$6.8B
$1.51M ﹤0.01%
21,112
+907
+4% +$66.7K
NXE icon
1063
NexGen Energy
NXE
$7.08B
$1.51M ﹤0.01%
168,187
-54,740
-25% -$404K
IVT icon
1064
InvenTrust Properties
IVT
$2.56B
$1.5M ﹤0.01%
52,524
+1,683
+3% +$47.7K
ABCB icon
1065
Ameris Bancorp
ABCB
$5.92B
$1.5M ﹤0.01%
20,502
– –
IDA icon
1066
Idacorp
IDA
$8.11B
$1.5M ﹤0.01%
11,346
+963
+9% +$119K
MGM icon
1067
MGM Resorts International
MGM
$11.1B
$1.48M ﹤0.01%
42,631
-1
-0% -$37
FROG icon
1068
JFrog
FROG
$10.4B
$1.48M ﹤0.01%
31,216
+1,261
+4% +$57K
DVA icon
1069
DaVita
DVA
$11.4B
$1.48M ﹤0.01%
11,106
-22,686
-67% -$3.11M
MC icon
1070
Moelis & Co
MC
$4.93B
$1.47M ﹤0.01%
20,680
– –
BDC icon
1071
Belden
BDC
$5.26B
$1.47M ﹤0.01%
12,263
+1,253
+11% +$158K
BBWI icon
1072
Bath & Body Works
BBWI
$3.81B
$1.47M ﹤0.01%
57,174
+1,903
+3% +$56.4K
WEX icon
1073
WEX
WEX
$6.44B
$1.47M ﹤0.01%
9,328
-328
-3% -$54.3K
CGNX icon
1074
Cognex
CGNX
$10.6B
$1.46M ﹤0.01%
32,282
– –
KNX icon
1075
Knight Transportation
KNX
$11.2B
$1.46M ﹤0.01%
36,894
+1,254
+4% +$54.3K
41 42
43
44 45

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.