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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
REAL icon
1276
The RealReal
REAL
$1.4B
$959K ﹤0.01%
90,252
-39,254
-30% -$290K
RH icon
1277
RH
RH
$3.42B
$957K ﹤0.01%
4,711
+397
+9% +$86.2K
WSC icon
1278
WillScot Mobile Mini Holdings
WSC
$4.05B
$956K ﹤0.01%
45,293
-7,292
-14% -$188K
NMRK icon
1279
Newmark Group
NMRK
$2.63B
$955K ﹤0.01%
51,191
+5,381
+12% +$87.3K
SRRK icon
1280
Scholar Rock
SRRK
$6.61B
$954K ﹤0.01%
25,623
+1,886
+8% +$66K
KFY icon
1281
Korn Ferry
KFY
$4.25B
$954K ﹤0.01%
13,626
+758
+6% +$55.3K
UHAL.B icon
1282
U-Haul Holding Co Series N
UHAL.B
$12.6B
$953K ﹤0.01%
18,721
+563
+3% +$30K
MIR icon
1283
Mirion Technologies
MIR
$3.76B
$953K ﹤0.01%
40,963
+2,576
+7% +$55.7K
FOUR icon
1284
Shift4
FOUR
$3.31B
$952K ﹤0.01%
12,304
+566
+5% +$52.6K
CNO icon
1285
CNO Financial Group
CNO
$5.08B
$952K ﹤0.01%
24,068
-4,313
-15% -$165K
SIRI icon
1286
SiriusXM
SIRI
$9.54B
$949K ﹤0.01%
40,786
+2,464
+6% +$57K
FRPT icon
1287
Freshpet
FRPT
$3.47B
$946K ﹤0.01%
17,166
+1,868
+12% +$116K
UNFI icon
1288
United Natural Foods
UNFI
$2.93B
$944K ﹤0.01%
25,099
+5,250
+26% +$144K
SAIC icon
1289
Saic
SAIC
$5.26B
$944K ﹤0.01%
9,502
+518
+6% +$57.9K
AVA icon
1290
Avista
AVA
$3.23B
$943K ﹤0.01%
24,932
+3,642
+17% +$135K
RAL
1291
Ralliant Corp
RAL
$7.94B
$941K ﹤0.01%
21,521
-79,293
-79% -$3.53M
VKTX icon
1292
Viking Therapeutics
VKTX
$4.03B
$941K ﹤0.01%
35,809
+3,264
+10% +$97.4K
NMIH icon
1293
NMI Holdings
NMIH
$3.39B
$938K ﹤0.01%
24,473
+1,313
+6% +$51.4K
ASB icon
1294
Associated Banc-Corp
ASB
$6.07B
$936K ﹤0.01%
36,404
-10,815
-23% -$277K
WNS
1295
DELISTED
WNS Holdings
WNS
$933K ﹤0.01%
12,238
– –
FUL icon
1296
H.B. Fuller
FUL
$3.29B
$933K ﹤0.01%
15,741
+1,933
+14% +$116K
NVAX icon
1297
Novavax
NVAX
$1.31B
$933K ﹤0.01%
107,589
+13,371
+14% +$104K
INDV icon
1298
Indivior Pharmaceuticals
INDV
$4.55B
$932K ﹤0.01%
38,674
-6,667
-15% -$140K
KVYO icon
1299
Klaviyo
KVYO
$4.96B
$932K ﹤0.01%
33,650
+8,364
+33% +$270K
PCH
1300
DELISTED
PotlatchDeltic
PCH
$931K ﹤0.01%
22,844
– –
50 51
52
53 54

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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.