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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
LPG icon
1301
Dorian LPG
LPG
$1.9B
$927K ﹤0.01%
31,094
+24,968
+408% +$749K
NTLA icon
1302
Intellia Therapeutics
NTLA
$1.7B
$926K ﹤0.01%
53,603
+18,275
+52% +$225K
TGNA
1303
DELISTED
TEGNA Inc
TGNA
$925K ﹤0.01%
45,511
-21,659
-32% -$413K
WT icon
1304
WisdomTree
WT
$3.4B
$925K ﹤0.01%
66,541
– –
FFBC icon
1305
First Financial Bancorp
FFBC
$3.59B
$919K ﹤0.01%
36,408
– –
NSIT icon
1306
Insight Enterprises
NSIT
$4.45B
$917K ﹤0.01%
8,090
+826
+11% +$107K
MQ icon
1307
Marqeta
MQ
$1.61B
$916K ﹤0.01%
43,373
+8,281
+24% +$196K
ACLX
1308
DELISTED
Arcellx
ACLX
$913K ﹤0.01%
11,117
– –
BFH icon
1309
Bread Financial
BFH
$4.42B
$913K ﹤0.01%
16,363
+734
+5% +$45.3K
CNK icon
1310
Cinemark Holdings
CNK
$4.29B
$909K ﹤0.01%
32,456
– –
BEAM icon
1311
Beam Therapeutics
BEAM
$2.8B
$908K ﹤0.01%
37,427
+4,893
+15% +$97.3K
SXT icon
1312
Sensient Technologies
SXT
$5.58B
$908K ﹤0.01%
9,676
-1,429
-13% -$156K
AI icon
1313
C3.ai
AI
$1.6B
$907K ﹤0.01%
52,312
+15,527
+42% +$324K
LTC
1314
LTC Properties
LTC
$2.09B
$906K ﹤0.01%
24,584
-858
-3% -$30.6K
KNF icon
1315
Knife River
KNF
$3.86B
$906K ﹤0.01%
11,787
+746
+7% +$60.9K
PFS icon
1316
Provident Financial Services
PFS
$3.25B
$906K ﹤0.01%
46,966
+11,486
+32% +$219K
AX icon
1317
Axos Financial
AX
$5.7B
$903K ﹤0.01%
10,664
+817
+8% +$71.2K
CRC icon
1318
California Resources
CRC
$4.74B
$900K ﹤0.01%
16,930
– –
AVDX
1319
DELISTED
AvidXchange
AVDX
$896K ﹤0.01%
90,087
+14,188
+19% +$140K
HOG icon
1320
Harley-Davidson
HOG
$2.69B
$894K ﹤0.01%
32,045
+2,117
+7% +$56.8K
JD icon
1321
JD.com
JD
$42.1B
$893K ﹤0.01%
25,532
+1,929
+8% +$62.8K
PRGO icon
1322
Perrigo
PRGO
$1.72B
$891K ﹤0.01%
40,013
+2,088
+6% +$51K
VVX icon
1323
V2X
VVX
$2.5B
$889K ﹤0.01%
15,307
+1,019
+7% +$54.5K
MIRM icon
1324
Mirum Pharmaceuticals
MIRM
$6.11B
$888K ﹤0.01%
12,115
-84
-0.7% -$5.34K
SHOO icon
1325
Steven Madden
SHOO
$3.49B
$886K ﹤0.01%
26,472
-219
-0.8% -$6.14K
51 52
53
54 55

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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.