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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
PHM icon
101
Pultegroup
PHM
$25.3B
$75.3M 0.17%
569,785
+147,795
+35% +$18.4M
ADP icon
102
Automatic Data Processing
ADP
$108B
$75.2M 0.17%
256,370
-8,785
-3% -$2.64M
FISV
103
Fiserv Inc
FISV
$27.9B
$74.9M 0.17%
581,307
-16,152
-3% -$2.31M
SPOT icon
104
Spotify
SPOT
$100B
$74.3M 0.17%
106,498
+929
+0.9% +$650K
DE icon
105
Deere & Co
DE
$168B
$74M 0.17%
161,895
-1,679
-1% -$828K
SNPS icon
106
Synopsys
SNPS
$79.7B
$73.2M 0.17%
148,312
+13,138
+10% +$7.43M
LRCX icon
107
Lam Research
LRCX
$390B
$72.2M 0.17%
539,222
-121,348
-18% -$12.8M
CRS icon
108
Carpenter Technology
CRS
$28.4B
$72.1M 0.17%
293,818
+157,928
+116% +$40.4M
PGR icon
109
Progressive
PGR
$125B
$72M 0.17%
291,650
-56,336
-16% -$13.9M
EQIX icon
110
Equinix
EQIX
$103B
$70.9M 0.16%
90,574
+117
+0.1% +$91.4K
BMY icon
111
Bristol-Myers Squibb
BMY
$132B
$70.6M 0.16%
1,564,556
-38,626
-2% -$1.8M
NXT icon
112
Nextpower Inc
NXT
$15.7B
$70.5M 0.16%
952,713
-335,786
-26% -$21.6M
NEE icon
113
NextEra Energy
NEE
$177B
$69.7M 0.16%
923,750
+25,990
+3% +$1.9M
UNP icon
114
Union Pacific
UNP
$174B
$67.3M 0.15%
284,589
+6,822
+2% +$1.54M
MDT icon
115
Medtronic
MDT
$112B
$66.4M 0.15%
696,749
-25,340
-4% -$2.33M
WM icon
116
Waste Management
WM
$91B
$63.9M 0.15%
289,565
-31,102
-10% -$7M
AMAT icon
117
Applied Materials
AMAT
$428B
$63.8M 0.15%
311,602
-96,743
-24% -$17.6M
PM icon
118
Philip Morris
PM
$295B
$63.7M 0.15%
392,527
+18,946
+5% +$3.19M
HOOD icon
119
Robinhood
HOOD
$83.9B
$63.5M 0.15%
443,748
-3,390
-0.8% -$370K
COP icon
120
ConocoPhillips
COP
$141B
$63.1M 0.14%
666,935
+13,646
+2% +$1.29M
MU icon
121
Micron Technology
MU
$991B
$61.8M 0.14%
369,229
+38,043
+11% +$4.87M
MPWR icon
122
Monolithic Power Systems
MPWR
$68.9B
$60.2M 0.14%
65,413
-5,270
-7% -$4.27M
PH icon
123
Parker-Hannifin
PH
$135B
$59.7M 0.14%
78,679
-233
-0.3% -$172K
RTX icon
124
RTX Corp
RTX
$301B
$59.1M 0.14%
353,465
+770
+0.2% +$120K
TTEK icon
125
Tetra Tech
TTEK
$9.07B
$58.1M 0.13%
1,740,177
-461,054
-21% -$16.8M
3 4
5
6 7

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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.