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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
DOCN icon
1501
DigitalOcean
DOCN
$15.6B
$680K ﹤0.01%
19,893
– –
OSCR icon
1502
Oscar Health
OSCR
$9.5B
$678K ﹤0.01%
35,810
– –
PAYO icon
1503
Payoneer
PAYO
$2.42B
$677K ﹤0.01%
111,948
+9,961
+10% +$66.8K
DIOD icon
1504
Diodes
DIOD
$4.48B
$677K ﹤0.01%
12,725
– –
ERO icon
1505
Ero Copper
ERO
$3.58B
$677K ﹤0.01%
33,392
+4,847
+17% +$73.8K
HI
1506
DELISTED
Hillenbrand
HI
$676K ﹤0.01%
24,990
+2,698
+12% +$63.3K
HAPN
1507
Happen Inc
HAPN
$2.27B
$674K ﹤0.01%
44,367
– –
ARRY icon
1508
Array Technologies
ARRY
$796M
$673K ﹤0.01%
82,549
+9,395
+13% +$71.1K
PENN icon
1509
PENN Entertainment
PENN
$2.53B
$672K ﹤0.01%
34,892
– –
TNET icon
1510
TriNet
TNET
$3.22B
$671K ﹤0.01%
10,032
+868
+9% +$59K
CIFR icon
1511
Cipher Digital
CIFR
$6.9B
$670K ﹤0.01%
53,214
+13,238
+33% +$99.9K
PTGX icon
1512
Protagonist Therapeutics
PTGX
$9.8B
$669K ﹤0.01%
10,073
– –
AMRX icon
1513
Amneal Pharmaceuticals
AMRX
$6.02B
$666K ﹤0.01%
66,555
– –
ENVX icon
1514
Enovix
ENVX
$966M
$666K ﹤0.01%
66,807
+3,632
+6% +$40.2K
HBI
1515
DELISTED
Hanesbrands
HBI
$666K ﹤0.01%
101,015
– –
HWKN icon
1516
Hawkins
HWKN
$2.67B
$666K ﹤0.01%
3,643
– –
CECO icon
1517
Ceco Environmental
CECO
$4.5B
$665K ﹤0.01%
12,991
+1,339
+11% +$56.7K
BCC icon
1518
Boise Cascade
BCC
$2.94B
$665K ﹤0.01%
8,601
-2,571
-23% -$220K
PGY icon
1519
Pagaya Technologies
PGY
$1.79B
$664K ﹤0.01%
22,363
+4,504
+25% +$145K
GSAT icon
1520
Globalstar
GSAT
$10.7B
$664K ﹤0.01%
18,239
– –
AZZ icon
1521
AZZ Inc
AZZ
$4.52B
$663K ﹤0.01%
6,074
+1,285
+27% +$143K
WU icon
1522
Western Union
WU
$2.34B
$663K ﹤0.01%
82,923
– –
TRIP icon
1523
TripAdvisor
TRIP
$1.29B
$663K ﹤0.01%
40,747
-1,683
-4% -$29.4K
BANR icon
1524
Banner Corp
BANR
$2.5B
$661K ﹤0.01%
10,094
+860
+9% +$56.6K
CGON icon
1525
CG Oncology
CGON
$6.62B
$659K ﹤0.01%
16,356
+2,900
+22% +$84.3K
59 60
61
62 63

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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.