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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
NGVT icon
1576
Ingevity
NGVT
$2.59B
$614K ﹤0.01%
11,132
+1,038
+10% +$54K
SYM icon
1577
Symbotic
SYM
$5.43B
$612K ﹤0.01%
11,359
-2,764
-20% -$140K
OLN icon
1578
Olin
OLN
$2.17B
$612K ﹤0.01%
24,472
+2,743
+13% +$60.9K
IPGP icon
1579
IPG Photonics
IPGP
$3.57B
$611K ﹤0.01%
7,711
– –
SBCF icon
1580
Seacoast Banking Corp of Florida
SBCF
$3.48B
$610K ﹤0.01%
20,059
+1,937
+11% +$57.4K
TVTX icon
1581
Travere Therapeutics
TVTX
$5.79B
$610K ﹤0.01%
25,533
-195
-0.8% -$3.67K
PRCT icon
1582
Procept Biorobotics
PRCT
$1.26B
$610K ﹤0.01%
17,089
– –
ETNB
1583
DELISTED
89bio
ETNB
$609K ﹤0.01%
41,419
+6,529
+19% +$66.5K
RRR icon
1584
Red Rock Resorts
RRR
$3.67B
$608K ﹤0.01%
9,962
– –
ALK icon
1585
Alaska Air
ALK
$5.3B
$606K ﹤0.01%
12,179
– –
SHLS icon
1586
Shoals Technologies Group
SHLS
$1.37B
$606K ﹤0.01%
81,812
-98
-0.1% -$603
ASTE icon
1587
Astec Industries
ASTE
$975M
$604K ﹤0.01%
12,551
+5,328
+74% +$233K
SCS
1588
DELISTED
Steelcase
SCS
$604K ﹤0.01%
35,103
+16,954
+93% +$245K
MTX icon
1589
Minerals Technologies
MTX
$2.26B
$603K ﹤0.01%
9,712
– –
KNSA icon
1590
Kiniksa Pharmaceuticals
KNSA
$6.07B
$601K ﹤0.01%
15,487
– –
HROW icon
1591
Harrow
HROW
$1.46B
$601K ﹤0.01%
12,476
– –
NTCT icon
1592
NETSCOUT
NTCT
$2.89B
$601K ﹤0.01%
23,258
– –
GPOR icon
1593
Gulfport Energy Corp
GPOR
$3.01B
$601K ﹤0.01%
3,319
+732
+28% +$127K
HUN icon
1594
Huntsman Corp
HUN
$1.81B
$601K ﹤0.01%
66,889
+5,620
+9% +$59K
DBRG icon
1595
DigitalBridge
DBRG
$2.94B
$600K ﹤0.01%
51,255
– –
VET icon
1596
Vermilion Energy
VET
$1.72B
$596K ﹤0.01%
76,239
+13,312
+21% +$103K
ASH icon
1597
Ashland
ASH
$3.36B
$595K ﹤0.01%
12,429
– –
BANC icon
1598
Banc of California
BANC
$3.11B
$593K ﹤0.01%
35,844
– –
CLDX icon
1599
Celldex Therapeutics
CLDX
$3.35B
$590K ﹤0.01%
22,800
+3,740
+20% +$86.7K
RELY icon
1600
Remitly
RELY
$5.39B
$589K ﹤0.01%
36,142
+10,100
+39% +$181K
62 63
64
65 66

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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.