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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
CHH icon
1326
Choice Hotels
CHH
$4.69B
$885K ﹤0.01%
8,274
+7
+0.1% +$855
APLD icon
1327
Applied Digital
APLD
$8.79B
$879K ﹤0.01%
38,335
+7,264
+23% +$108K
CWAN
1328
DELISTED
Clearwater Analytics
CWAN
$879K ﹤0.01%
48,787
+2,877
+6% +$58.3K
ELME
1329
Elme Communities
ELME
$144M
$877K ﹤0.01%
52,021
-2,276
-4% -$37.6K
CALM icon
1330
Cal-Maine
CALM
$3.89B
$873K ﹤0.01%
9,281
+517
+6% +$55.2K
PGRE
1331
DELISTED
Paramount Group
PGRE
$870K ﹤0.01%
133,045
+22,558
+20% +$150K
HGV icon
1332
Hilton Grand Vacations
HGV
$3.48B
$869K ﹤0.01%
20,795
+1,494
+8% +$68.8K
ITGR icon
1333
Integer Holdings
ITGR
$4.25B
$866K ﹤0.01%
8,381
+629
+8% +$68.4K
ABM icon
1334
ABM Industries
ABM
$2.83B
$865K ﹤0.01%
18,763
+1,212
+7% +$57.5K
MRCY icon
1335
Mercury Systems
MRCY
$6.57B
$865K ﹤0.01%
11,172
+2,689
+32% +$167K
PBF icon
1336
PBF Energy
PBF
$8.8B
$863K ﹤0.01%
28,617
+432
+2% +$11.3K
MHO icon
1337
M/I Homes
MHO
$3.89B
$863K ﹤0.01%
5,977
– –
KMPR icon
1338
Kemper
KMPR
$1.59B
$862K ﹤0.01%
16,714
– –
BKH icon
1339
Black Hills Corp
BKH
$5.64B
$860K ﹤0.01%
13,956
– –
ABG icon
1340
Asbury Automotive
ABG
$3.77B
$859K ﹤0.01%
3,516
+238
+7% +$57.9K
DK icon
1341
Delek US
DK
$4.16B
$859K ﹤0.01%
26,629
+6,323
+31% +$165K
NOVT icon
1342
Novanta
NOVT
$6.38B
$859K ﹤0.01%
8,577
-515
-6% -$61.3K
CPRI icon
1343
Capri Holdings
CPRI
$1.79B
$856K ﹤0.01%
42,960
+11,005
+34% +$221K
CXT icon
1344
Crane NXT
CXT
$2.98B
$855K ﹤0.01%
12,746
– –
GNL icon
1345
Global Net Lease
GNL
$1.9B
$850K ﹤0.01%
104,514
-3,989
-4% -$30.4K
AXSM icon
1346
Axsome Therapeutics
AXSM
$11.2B
$849K ﹤0.01%
6,989
+541
+8% +$60.9K
MGY icon
1347
Magnolia Oil & Gas
MGY
$6.14B
$847K ﹤0.01%
35,504
– –
MLYS icon
1348
Mineralys Therapeutics
MLYS
$2.3B
$846K ﹤0.01%
22,318
-556
-2% -$12K
ITUB icon
1349
Itaú Unibanco
ITUB
$81.2B
$844K ﹤0.01%
118,493
-1
-0% -$7
PARR icon
1350
Par Pacific Holdings
PARR
$4.1B
$843K ﹤0.01%
23,925
+5,520
+30% +$180K
52 53
54
55 56

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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.