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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
JBGS
1201
JBG SMITH
JBGS
$667M
$1.12M ﹤0.01%
50,230
+1,895
+4% +$39K
HURN icon
1202
Huron Consulting
HURN
$2.43B
$1.12M ﹤0.01%
7,604
-804
-10% -$110K
TMDX icon
1203
Transmedics
TMDX
$3.1B
$1.12M ﹤0.01%
9,940
+595
+6% +$69.7K
PVH icon
1204
PVH
PVH
$3.91B
$1.11M ﹤0.01%
13,264
– –
LLYVA icon
1205
Liberty Live Group Series A
LLYVA
$9.25B
$1.11M ﹤0.01%
11,768
+713
+6% +$62.8K
LTH icon
1206
Life Time Group Holdings
LTH
$9.79B
$1.11M ﹤0.01%
40,083
+8,487
+27% +$242K
ACLS icon
1207
Axcelis
ACLS
$4.18B
$1.11M ﹤0.01%
11,326
+782
+7% +$63K
BC icon
1208
Brunswick
BC
$5.28B
$1.1M ﹤0.01%
17,396
– –
GLXY
1209
Galaxy Digital Inc
GLXY
$3.91B
$1.09M ﹤0.01%
+32,373
New +$873K
CZR icon
1210
Caesars Entertainment
CZR
$6.06B
$1.09M ﹤0.01%
40,446
+937
+2% +$25.4K
CAVA icon
1211
CAVA Group
CAVA
$7.08B
$1.09M ﹤0.01%
18,032
-7,000
-28% -$530K
LNTH icon
1212
Lantheus
LNTH
$6.57B
$1.09M ﹤0.01%
21,235
-29,017
-58% -$1.81M
RUSHA icon
1213
Rush Enterprises Class A
RUSHA
$9.52B
$1.09M ﹤0.01%
20,368
-2,605
-11% -$145K
EBC icon
1214
Eastern Bankshares
EBC
$5.29B
$1.09M ﹤0.01%
59,811
-20,627
-26% -$340K
ATMU icon
1215
Atmus Filtration Technologies
ATMU
$4.04B
$1.08M ﹤0.01%
24,051
– –
RYTM icon
1216
Rhythm Pharmaceuticals
RYTM
$7.77B
$1.08M ﹤0.01%
10,726
+1,074
+11% +$99.7K
INDB icon
1217
Independent Bank
INDB
$4.02B
$1.08M ﹤0.01%
15,657
+4,299
+38% +$292K
AQN icon
1218
Algonquin Power & Utilities
AQN
$4.47B
$1.08M ﹤0.01%
200,015
– –
FHI icon
1219
Federated Hermes
FHI
$4.7B
$1.07M ﹤0.01%
20,675
-37
-0.2% -$1.88K
RDNT icon
1220
RadNet
RDNT
$6.01B
$1.07M ﹤0.01%
14,058
+2,535
+22% +$165K
MGNI icon
1221
Magnite
MGNI
$3.49B
$1.06M ﹤0.01%
48,871
– –
TAC icon
1222
TransAlta
TAC
$3.95B
$1.06M ﹤0.01%
77,869
+5,181
+7% +$63.7K
NOV icon
1223
NOV
NOV
$7.49B
$1.06M ﹤0.01%
79,891
-9,759
-11% -$126K
AMSC icon
1224
American Superconductor
AMSC
$1.56B
$1.06M ﹤0.01%
17,806
+2,890
+19% +$144K
CARG icon
1225
CarGurus
CARG
$3.22B
$1.06M ﹤0.01%
28,361
-2,775
-9% -$94.8K
47 48
49
50 51

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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.