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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
BIDU icon
1526
Baidu
BIDU
$35.5B
$659K ﹤0.01%
4,999
+2,533
+103% +$251K
COCO icon
1527
Vita Coco
COCO
$3.77B
$657K ﹤0.01%
15,481
– –
CPK icon
1528
Chesapeake Utilities
CPK
$3.26B
$657K ﹤0.01%
4,881
– –
FLO icon
1529
Flowers Foods
FLO
$1.6B
$657K ﹤0.01%
50,372
– –
AMRC icon
1530
Ameresco
AMRC
$1.47B
$656K ﹤0.01%
19,533
-408
-2% -$9.33K
EEFT icon
1531
Euronet Worldwide
EEFT
$2.78B
$655K ﹤0.01%
7,464
– –
SM icon
1532
SM Energy
SM
$7.71B
$655K ﹤0.01%
26,219
-4,611
-15% -$124K
COUR icon
1533
Coursera
COUR
$1.53B
$654K ﹤0.01%
55,807
+8,889
+19% +$96.5K
HAYW icon
1534
Hayward Holdings
HAYW
$3.24B
$651K ﹤0.01%
43,058
+4,028
+10% +$61.7K
INN
1535
Summit Hotel Properties
INN
$656M
$650K ﹤0.01%
118,446
– –
INSP icon
1536
Inspire Medical Systems
INSP
$1.68B
$650K ﹤0.01%
8,758
+727
+9% +$73.6K
HNI icon
1537
HNI Corp
HNI
$3.56B
$650K ﹤0.01%
13,864
+352
+3% +$16.7K
HTH icon
1538
Hilltop Holdings
HTH
$2.28B
$649K ﹤0.01%
19,423
– –
MGEE icon
1539
MGE Energy Inc
MGEE
$3.06B
$649K ﹤0.01%
7,710
+706
+10% +$60.3K
PSMT icon
1540
Pricesmart
PSMT
$5.55B
$648K ﹤0.01%
5,350
+722
+16% +$79.8K
RIG icon
1541
Transocean
RIG
$6.39B
$648K ﹤0.01%
207,706
– –
SYNA icon
1542
Synaptics
SYNA
$4.2B
$648K ﹤0.01%
9,479
-1,662
-15% -$113K
BTSG icon
1543
BrightSpring Health Services
BTSG
$11.9B
$647K ﹤0.01%
21,875
+7,100
+48% +$165K
COGT icon
1544
Cogent Biosciences
COGT
$6.47B
$642K ﹤0.01%
44,719
+23,801
+114% +$282K
FRME icon
1545
First Merchants
FRME
$2.72B
$641K ﹤0.01%
17,005
– –
ALKT icon
1546
Alkami Technology
ALKT
$2.22B
$640K ﹤0.01%
25,783
+2,158
+9% +$55.1K
ATKR icon
1547
Atkore
ATKR
$3.17B
$640K ﹤0.01%
10,207
-1
-0% -$65
PBI icon
1548
Pitney Bowes
PBI
$2.28B
$638K ﹤0.01%
55,954
+7,012
+14% +$81.7K
AMBA icon
1549
Ambarella
AMBA
$3.6B
$637K ﹤0.01%
7,722
– –
SHC icon
1550
Sotera Health
SHC
$5.43B
$637K ﹤0.01%
40,483
+3,650
+10% +$51.2K
60 61
62
63 64

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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.