We are live on ! Find out more
Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
+10.62%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
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
TD icon
126
Toronto Dominion Bank
TD
$200B
$57.6M 0.13%
720,348
-23,159
-3% -$1.74M
OC icon
127
Owens Corning
OC
$12.4B
$57.5M 0.13%
406,612
-37,448
-8% -$5.49M
DB icon
128
Deutsche Bank
DB
$71.5B
$56.9M 0.13%
1,615,557
-61,253
-4% -$2.09M
CMI icon
129
Cummins
CMI
$88.7B
$56.7M 0.13%
134,335
+38,174
+40% +$14.6M
HWM icon
130
Howmet Aerospace
HWM
$112B
$56.4M 0.13%
287,291
+11,366
+4% +$2.07M
SBUX icon
131
Starbucks
SBUX
$120B
$55.9M 0.13%
660,851
+43,224
+7% +$3.87M
LOW icon
132
Lowe's Companies
LOW
$125B
$55.6M 0.13%
221,172
-102,435
-32% -$25.2M
REGN icon
133
Regeneron Pharmaceuticals
REGN
$80.8B
$55.6M 0.13%
98,843
-6,379
-6% -$3.61M
TXN icon
134
Texas Instruments
TXN
$261B
$55.3M 0.13%
301,024
+53,005
+21% +$10.4M
MO icon
135
Altria Group
MO
$114B
$55.3M 0.13%
836,377
-80,654
-9% -$5.11M
HCA icon
136
HCA Healthcare
HCA
$89.5B
$54.8M 0.13%
128,671
+3,642
+3% +$1.41M
SPG icon
137
Simon Property Group
SPG
$72.3B
$54.7M 0.13%
291,210
-95,140
-25% -$16.4M
EMR icon
138
Emerson Electric
EMR
$88.3B
$54M 0.12%
411,447
+142,956
+53% +$19.5M
VZ icon
139
Verizon
VZ
$196B
$53.9M 0.12%
1,226,892
+44,503
+4% +$1.93M
TDG icon
140
TransDigm Group
TDG
$67.7B
$53.8M 0.12%
40,834
-6,456
-14% -$9.23M
DLR icon
141
Digital Realty Trust
DLR
$71.7B
$53.4M 0.12%
308,907
+4,381
+1% +$749K
MCK icon
142
McKesson
MCK
$101B
$53.4M 0.12%
69,110
+2,059
+3% +$1.45M
FOXA icon
143
Fox Class A
FOXA
$26.9B
$53.2M 0.12%
843,407
-55,026
-6% -$3.18M
MMM icon
144
3M
MMM
$94.3B
$53.1M 0.12%
341,907
-102,276
-23% -$15.8M
CEG icon
145
Constellation Energy
CEG
$95.6B
$53M 0.12%
160,970
+4,942
+3% +$1.59M
O icon
146
Realty Income
O
$59.1B
$52.7M 0.12%
866,150
-318,474
-27% -$18.6M
ENB icon
147
Enbridge
ENB
$112B
$52.6M 0.12%
1,042,675
-10,549
-1% -$496K
TRV icon
148
Travelers Companies
TRV
$80.2B
$52.3M 0.12%
187,430
-17,251
-8% -$4.62M
HLT icon
149
Hilton Worldwide
HLT
$71.5B
$51.6M 0.12%
198,841
+38,084
+24% +$10.3M
BAP icon
150
Credicorp
BAP
$30.7B
$51.3M 0.12%
192,526
-11,319
-6% -$2.8M
4 5
6
7 8

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 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.