We are live on ! Find out more
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
CLSK icon
1451
CleanSpark
CLSK
$2.96B
$736K ﹤0.01%
50,745
-9,697
-16% -$109K
POWI icon
1452
Power Integrations
POWI
$3.48B
$735K ﹤0.01%
18,287
+1,282
+8% +$61.9K
PATK icon
1453
Patrick Industries
PATK
$2.78B
$734K ﹤0.01%
7,098
+1,633
+30% +$172K
RNG icon
1454
RingCentral
RNG
$5.66B
$732K ﹤0.01%
25,839
-1,439
-5% -$41.9K
PRM icon
1455
Perimeter Solutions
PRM
$5.53B
$731K ﹤0.01%
32,629
+3,979
+14% +$75.4K
SFNC icon
1456
Simmons First National
SFNC
$3.46B
$728K ﹤0.01%
37,970
+2,962
+8% +$59.1K
CCOI icon
1457
Cogent Communications
CCOI
$530M
$727K ﹤0.01%
18,959
+6,606
+53% +$276K
ORLA
1458
DELISTED
Orla Mining
ORLA
$726K ﹤0.01%
67,298
– –
FLG
1459
Flagstar Bank National Association
FLG
$5.92B
$722K ﹤0.01%
62,548
+4,803
+8% +$57.1K
KW
1460
DELISTED
Kennedy-Wilson Holdings
KW
$722K ﹤0.01%
86,797
+11,687
+16% +$93.8K
TILE icon
1461
Interface
TILE
$2.24B
$722K ﹤0.01%
24,953
+495
+2% +$12.5K
YOU icon
1462
Clear Secure
YOU
$4.7B
$719K ﹤0.01%
21,547
-144
-0.7% -$4.77K
UCB
1463
United Community Banks
UCB
$4.43B
$719K ﹤0.01%
22,938
– –
EOSE icon
1464
Eos Energy Enterprises
EOSE
$1.51B
$719K ﹤0.01%
63,103
+27,847
+79% +$190K
ADNT icon
1465
Adient
ADNT
$1.54B
$718K ﹤0.01%
29,806
+5,225
+21% +$122K
OGN icon
1466
Organon & Co
OGN
$3.6B
$714K ﹤0.01%
66,821
+1
+0% +$10
CIVI
1467
DELISTED
Civitas Resources
CIVI
$713K ﹤0.01%
21,930
-7,873
-26% -$252K
SAND
1468
DELISTED
Sandstorm Gold
SAND
$712K ﹤0.01%
56,851
+10,675
+23% +$113K
OII icon
1469
Oceaneering
OII
$5.11B
$711K ﹤0.01%
28,708
– –
EXPO icon
1470
Exponent
EXPO
$3.24B
$708K ﹤0.01%
10,193
+830
+9% +$59.3K
BNTX icon
1471
BioNTech
BNTX
$23.1B
$708K ﹤0.01%
7,177
+69
+1% +$7.38K
AMTM
1472
Amentum Holdings
AMTM
$5.3B
$707K ﹤0.01%
29,538
+2,700
+10% +$65.7K
CON
1473
Concentra Group Holdings
CON
$4.48B
$707K ﹤0.01%
33,797
– –
TRMK icon
1474
Trustmark
TRMK
$2.8B
$706K ﹤0.01%
17,827
+1,523
+9% +$59.4K
PPC icon
1475
Pilgrim's Pride
PPC
$6.57B
$704K ﹤0.01%
17,279
– –
57 58
59
60 61

Similar funds

Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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.