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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+10.62%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
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
AUB icon
1151
Atlantic Union Bankshares
AUB
$6.02B
$1.23M ﹤0.01%
34,866
-5,155
-13% -$175K
SIG icon
1152
Signet Jewelers
SIG
$3.68B
$1.23M ﹤0.01%
12,826
– –
GATX icon
1153
GATX Corp
GATX
$6.27B
$1.23M ﹤0.01%
7,030
-35
-0.5% -$5.66K
AGO icon
1154
Assured Guaranty
AGO
$3.31B
$1.23M ﹤0.01%
14,499
– –
H icon
1155
Hyatt Hotels
H
$16.3B
$1.23M ﹤0.01%
8,644
+205
+2% +$29.4K
AVT icon
1156
Avnet
AVT
$7.87B
$1.22M ﹤0.01%
23,309
+1,053
+5% +$56.7K
TTMI icon
1157
TTM Technologies
TTMI
$13.8B
$1.22M ﹤0.01%
21,094
+1,388
+7% +$64.5K
AAP icon
1158
Advance Auto Parts
AAP
$3.19B
$1.21M ﹤0.01%
19,770
+2,795
+16% +$165K
TDS icon
1159
Telephone and Data Systems
TDS
$3.84B
$1.21M ﹤0.01%
30,851
– –
PIPR icon
1160
Piper Sandler
PIPR
$5.35B
$1.21M ﹤0.01%
13,952
+1,896
+16% +$155K
WK icon
1161
Workiva
WK
$3.76B
$1.21M ﹤0.01%
14,037
+768
+6% +$57.7K
SMPL icon
1162
Simply Good Foods
SMPL
$961M
$1.2M ﹤0.01%
48,487
+27
+0.1% +$797
DLB icon
1163
Dolby
DLB
$5.75B
$1.2M ﹤0.01%
16,596
+741
+5% +$54.5K
RITM icon
1164
Rithm Capital
RITM
$5.72B
$1.2M ﹤0.01%
105,337
+11,595
+12% +$140K
AROC icon
1165
Archrock
AROC
$5.78B
$1.2M ﹤0.01%
45,519
-10,523
-19% -$254K
UAA icon
1166
Under Armour
UAA
$2.29B
$1.19M ﹤0.01%
239,355
+45,417
+23% +$265K
IRDM icon
1167
Iridium Communications
IRDM
$5.23B
$1.19M ﹤0.01%
68,393
+35,000
+105% +$865K
PEB icon
1168
Pebblebrook Hotel Trust
PEB
$2.01B
$1.19M ﹤0.01%
104,362
+7,290
+8% +$78.6K
CPB icon
1169
Campbell Soup
CPB
$6.78B
$1.18M ﹤0.01%
37,454
-79,110
-68% -$2.56M
ZLAB icon
1170
Zai Lab
ZLAB
$2.92B
$1.18M ﹤0.01%
34,738
+10,692
+44% +$368K
BIO icon
1171
Bio-Rad Laboratories Class A
BIO
$9.53B
$1.18M ﹤0.01%
4,195
– –
NE icon
1172
Noble Corp
NE
$7.1B
$1.18M ﹤0.01%
41,560
-2,439
-6% -$69.1K
WAY
1173
Waystar Holding Corp
WAY
$4.66B
$1.17M ﹤0.01%
30,936
-252
-0.8% -$9.34K
CE icon
1174
Celanese
CE
$4.92B
$1.17M ﹤0.01%
27,819
+3,507
+14% +$175K
MDU icon
1175
MDU Resources
MDU
$4.31B
$1.17M ﹤0.01%
65,626
+3,388
+5% +$56.6K
45 46
47
48 49

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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.