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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
BUR icon
1401
Burford Capital
BUR
$968M
$795K ﹤0.01%
66,750
+17,937
+37% +$240K
MBLY icon
1402
Mobileye
MBLY
$7.57B
$795K ﹤0.01%
56,316
+20,508
+57% +$305K
RARE icon
1403
Ultragenyx Pharmaceutical
RARE
$2.6B
$793K ﹤0.01%
26,365
-14
-0.1% -$420
SMR icon
1404
NuScale Power
SMR
$4.04B
$792K ﹤0.01%
21,988
– –
VECO icon
1405
Veeco
VECO
$3.28B
$791K ﹤0.01%
26,001
+9,358
+56% +$223K
DRS icon
1406
Leonardo DRS
DRS
$11.9B
$789K ﹤0.01%
17,388
+1,244
+8% +$54.2K
EVTC icon
1407
Evertec
EVTC
$1.91B
$789K ﹤0.01%
23,352
+1,694
+8% +$59.1K
CWEN.A
1408
DELISTED
Clearway Energy Class A
CWEN.A
$788K ﹤0.01%
29,264
– –
RNST icon
1409
Renasant Corp
RNST
$4B
$788K ﹤0.01%
21,352
-3,221
-13% -$122K
NATL icon
1410
NCR Atleos
NATL
$3.47B
$787K ﹤0.01%
20,008
– –
PAY icon
1411
Paymentus
PAY
$5.31B
$786K ﹤0.01%
25,701
+19,000
+284% +$628K
INTA icon
1412
Intapp
INTA
$3.16B
$786K ﹤0.01%
19,225
+135
+0.7% +$5.83K
PJT icon
1413
PJT Partners
PJT
$4.57B
$784K ﹤0.01%
4,413
+461
+12% +$83K
EFSC icon
1414
Enterprise Financial Services Corp
EFSC
$2.4B
$782K ﹤0.01%
13,490
– –
CVBF icon
1415
CVB Financial
CVBF
$4.08B
$781K ﹤0.01%
41,321
+3,023
+8% +$60.2K
IDYA icon
1416
IDEAYA Biosciences
IDYA
$3.53B
$781K ﹤0.01%
28,698
+7,528
+36% +$182K
APAM icon
1417
Artisan Partners
APAM
$3.03B
$780K ﹤0.01%
17,983
– –
CRNX icon
1418
Crinetics Pharmaceuticals
CRNX
$8.96B
$776K ﹤0.01%
18,639
+2,558
+16% +$81.8K
DJT icon
1419
Trump Media & Technology Group
DJT
$2.31B
$775K ﹤0.01%
47,196
+14,800
+46% +$262K
DORM icon
1420
Dorman Products
DORM
$3.95B
$775K ﹤0.01%
4,970
– –
GTY
1421
Getty Realty Corp
GTY
$2.05B
$771K ﹤0.01%
28,742
+1,431
+5% +$39.9K
BL icon
1422
BlackLine
BL
$1.82B
$771K ﹤0.01%
14,520
– –
PRDO icon
1423
Perdoceo Education
PRDO
$1.99B
$771K ﹤0.01%
20,460
-23
-0.1% -$737
SPNS
1424
DELISTED
Sapiens International
SPNS
$770K ﹤0.01%
17,907
+4,094
+30% +$149K
PRGS icon
1425
Progress Software
PRGS
$1.83B
$770K ﹤0.01%
17,521
+6,557
+60% +$302K
55 56
57
58 59

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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.