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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
FULT icon
1226
Fulton Financial
FULT
$4.66B
$1.06M ﹤0.01%
56,654
+8,021
+16% +$152K
ADMA icon
1227
ADMA Biologics
ADMA
$2.2B
$1.05M ﹤0.01%
71,953
– –
RYN icon
1228
Rayonier
RYN
$6.41B
$1.05M ﹤0.01%
41,641
– –
ONC
1229
BeOne Medicines Ltd
ONC
$40.1B
$1.05M ﹤0.01%
+3,087
New +$937K
GPI icon
1230
Group 1 Automotive
GPI
$3.17B
$1.05M ﹤0.01%
2,403
– –
OPEN icon
1231
Opendoor
OPEN
$3.48B
$1.05M ﹤0.01%
136,250
+26,271
+24% +$107K
LCID icon
1232
Lucid Motors
LCID
$2.64B
$1.05M ﹤0.01%
43,983
+16,284
+59% +$368K
ASO icon
1233
Academy Sports + Outdoors
ASO
$3.03B
$1.04M ﹤0.01%
20,841
– –
MRP
1234
Millrose Properties Inc
MRP
$4.95B
$1.04M ﹤0.01%
30,946
+9,540
+45% +$308K
AVNT icon
1235
Avient
AVNT
$4.17B
$1.04M ﹤0.01%
31,492
+2,321
+8% +$80.7K
WSFS icon
1236
WSFS Financial
WSFS
$4.14B
$1.04M ﹤0.01%
19,194
+3,747
+24% +$212K
FELE icon
1237
Franklin Electric
FELE
$4.78B
$1.03M ﹤0.01%
10,860
+603
+6% +$57K
CWK icon
1238
Cushman & Wakefield Ltd
CWK
$3.23B
$1.03M ﹤0.01%
64,098
+6,980
+12% +$98.4K
XENE icon
1239
Xenon Pharmaceuticals
XENE
$6.11B
$1.03M ﹤0.01%
25,589
+1,723
+7% +$60.7K
MUR icon
1240
Murphy Oil
MUR
$5.1B
$1.03M ﹤0.01%
36,095
– –
WULF icon
1241
TeraWulf
WULF
$8.92B
$1.03M ﹤0.01%
89,768
-1,307
-1% -$9.99K
WOR icon
1242
Worthington Enterprises
WOR
$2.81B
$1.02M ﹤0.01%
18,399
-477
-3% -$30.1K
BOOT icon
1243
Boot Barn
BOOT
$4.98B
$1.01M ﹤0.01%
6,122
+364
+6% +$62.7K
ADT icon
1244
ADT
ADT
$5.44B
$1.01M ﹤0.01%
116,476
+21,885
+23% +$188K
PII icon
1245
Polaris
PII
$3.99B
$1.01M ﹤0.01%
17,452
+2,295
+15% +$124K
MZTI
1246
The Marzetti Company
MZTI
$3.15B
$1.01M ﹤0.01%
5,853
– –
BGC icon
1247
BGC Group
BGC
$4.89B
$1.01M ﹤0.01%
106,837
+5,569
+5% +$55.8K
THO icon
1248
Thor Industries
THO
$4.17B
$1.01M ﹤0.01%
9,705
– –
TAL icon
1249
TAL Education Group
TAL
$6.57B
$1.01M ﹤0.01%
89,848
-8,788
-9% -$94.6K
XHR
1250
Xenia Hotels & Resorts
XHR
$1.72B
$1.01M ﹤0.01%
73,313
-2,647
-3% -$36K
48 49
50
51 52

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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.