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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
JOBY icon
1476
Joby Aviation
JOBY
$8.17B
$703K ﹤0.01%
43,579
+12,104
+38% +$184K
PTON icon
1477
Peloton Interactive
PTON
$2.44B
$702K ﹤0.01%
78,011
-39,857
-34% -$297K
EPAC icon
1478
Enerpac Tool Group
EPAC
$1.89B
$701K ﹤0.01%
17,108
– –
BHF icon
1479
Brighthouse Financial
BHF
$3.42B
$701K ﹤0.01%
13,214
-4,658
-26% -$227K
ACAD icon
1480
Acadia Pharmaceuticals
ACAD
$4.89B
$700K ﹤0.01%
32,800
+2,299
+8% +$54.4K
BTU icon
1481
Peabody Energy
BTU
$2.94B
$700K ﹤0.01%
26,377
+3,685
+16% +$65.7K
INVA icon
1482
Innoviva
INVA
$1.5B
$699K ﹤0.01%
38,297
+2,720
+8% +$53K
WFG icon
1483
West Fraser Timber
WFG
$5.45B
$699K ﹤0.01%
10,275
-38,821
-79% -$2.83M
CSW
1484
CSW Industrials
CSW
$5.59B
$695K ﹤0.01%
2,865
– –
ALE
1485
DELISTED
Allete
ALE
$695K ﹤0.01%
10,461
– –
DNN icon
1486
Denison Mines
DNN
$2.95B
$693K ﹤0.01%
251,784
-861
-0.3% -$1.9K
UTI icon
1487
Universal Technical Institute
UTI
$1.42B
$690K ﹤0.01%
21,210
+4
+0% +$118
BLKB icon
1488
Blackbaud
BLKB
$2.1B
$690K ﹤0.01%
10,730
+928
+9% +$60.8K
HAE icon
1489
Haemonetics
HAE
$4.11B
$690K ﹤0.01%
14,156
+742
+6% +$45.9K
DNLI icon
1490
Denali Therapeutics
DNLI
$3.97B
$689K ﹤0.01%
47,459
+3,872
+9% +$55.6K
VIRT icon
1491
Virtu Financial
VIRT
$5.05B
$688K ﹤0.01%
19,380
+3,381
+21% +$139K
ARLO icon
1492
Arlo Technologies
ARLO
$1.54B
$686K ﹤0.01%
40,501
+7,176
+22% +$122K
CATY icon
1493
Cathay General Bancorp
CATY
$4.31B
$686K ﹤0.01%
14,298
-6,725
-32% -$323K
IMAX icon
1494
IMAX
IMAX
$2.92B
$686K ﹤0.01%
20,957
+1,612
+8% +$45.7K
ORC
1495
Orchid Island Capital
ORC
$1.32B
$684K ﹤0.01%
97,622
+50,336
+106% +$358K
KRYS icon
1496
Krystal Biotech
KRYS
$9.72B
$682K ﹤0.01%
3,864
– –
CHEF icon
1497
Chefs' Warehouse
CHEF
$4.57B
$682K ﹤0.01%
11,691
+986
+9% +$62.8K
DNOW icon
1498
DNOW Inc
DNOW
$2.95B
$682K ﹤0.01%
44,703
+1,869
+4% +$28.2K
AAT
1499
American Assets Trust
AAT
$1.41B
$681K ﹤0.01%
33,525
-654
-2% -$13.2K
BOH icon
1500
Bank of Hawaii
BOH
$3.15B
$681K ﹤0.01%
10,376
– –
58 59
60
61 62

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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.