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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
ACHR icon
1251
Archer Aviation
ACHR
$5.04B
$1M ﹤0.01%
104,503
+22,793
+28% +$226K
OTTR icon
1252
Otter Tail
OTTR
$3.96B
$998K ﹤0.01%
12,181
+1,673
+16% +$136K
AUR icon
1253
Aurora
AUR
$13.4B
$998K ﹤0.01%
185,134
– –
SNSR icon
1254
Global X Internet of Things ETF
SNSR
$225M
$996K ﹤0.01%
25,640
– –
AMKR icon
1255
Amkor Technology
AMKR
$14.1B
$996K ﹤0.01%
35,069
+4,622
+15% +$111K
UMH
1256
UMH Properties
UMH
$1.37B
$994K ﹤0.01%
66,958
+1,754
+3% +$28.1K
CAR icon
1257
Avis
CAR
$4.97B
$993K ﹤0.01%
6,182
+758
+14% +$128K
AEO icon
1258
American Eagle Outfitters
AEO
$2.85B
$989K ﹤0.01%
57,817
+731
+1% +$10K
PAG icon
1259
Penske Automotive Group
PAG
$14.2B
$987K ﹤0.01%
5,674
– –
VISN
1260
Vistance Networks Inc
VISN
$2.73B
$984K ﹤0.01%
63,553
– –
KNTK icon
1261
Kinetik
KNTK
$4.13B
$984K ﹤0.01%
23,017
– –
DAN icon
1262
Dana Inc
DAN
$3.26B
$983K ﹤0.01%
49,065
+3,686
+8% +$68.4K
AGX icon
1263
Argan
AGX
$8.45B
$983K ﹤0.01%
3,639
-474
-12% -$109K
AIV
1264
Aimco
AIV
$381M
$981K ﹤0.01%
123,692
+4,710
+4% +$38.3K
LEU icon
1265
Centrus Energy
LEU
$3.78B
$981K ﹤0.01%
3,157
+438
+16% +$96.9K
ENS icon
1266
EnerSys
ENS
$7.04B
$980K ﹤0.01%
8,674
-1,738
-17% -$171K
RHI icon
1267
Robert Half
RHI
$4.23B
$978K ﹤0.01%
28,773
+1,676
+6% +$62.9K
MDGL icon
1268
Madrigal Pharmaceuticals
MDGL
$12.3B
$974K ﹤0.01%
2,123
-11
-0.5% -$4.1K
CBU icon
1269
Community Bank
CBU
$3.45B
$972K ﹤0.01%
16,578
+971
+6% +$56.2K
BRC icon
1270
Brady Corp
BRC
$4.47B
$970K ﹤0.01%
12,427
– –
OPLN
1271
Openlane
OPLN
$4.33B
$967K ﹤0.01%
33,608
– –
NVST icon
1272
Envista
NVST
$4.52B
$965K ﹤0.01%
47,386
+2,823
+6% +$58K
MSGS icon
1273
Madison Square Garden
MSGS
$9.51B
$965K ﹤0.01%
4,251
+99
+2% +$20.3K
TEX icon
1274
Terex
TEX
$7.85B
$963K ﹤0.01%
18,779
– –
NTST
1275
NETSTREIT Corp
NTST
$2.02B
$963K ﹤0.01%
53,297
+5,263
+11% +$95.2K
49 50
51
52 53

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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.