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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
DFIN icon
1676
Donnelley Financial Solutions
DFIN
$1.22B
$512K ﹤0.01%
9,947
– –
SEM
1677
DELISTED
Select Medical
SEM
$512K ﹤0.01%
39,839
– –
NSP icon
1678
Insperity
NSP
$2.05B
$511K ﹤0.01%
10,396
– –
TWST icon
1679
Twist Bioscience
TWST
$7.86B
$511K ﹤0.01%
18,164
-79
-0.4% -$2.39K
KLIC icon
1680
Kulicke & Soffa
KLIC
$5.01B
$510K ﹤0.01%
12,547
-6,741
-35% -$250K
HP icon
1681
Helmerich & Payne
HP
$4.3B
$508K ﹤0.01%
23,016
– –
ZYME icon
1682
Zymeworks
ZYME
$1.83B
$507K ﹤0.01%
29,708
-226
-0.8% -$3.23K
VYX icon
1683
NCR Voyix
VYX
$1.17B
$505K ﹤0.01%
40,273
+4,558
+13% +$60.1K
LI icon
1684
Li Auto
LI
$12B
$505K ﹤0.01%
19,938
+9,739
+95% +$252K
VITL icon
1685
Vital Farms
VITL
$498M
$505K ﹤0.01%
12,269
+1,177
+11% +$51.1K
EFOR
1686
Everforth Inc
EFOR
$1.37B
$504K ﹤0.01%
10,654
– –
ABR icon
1687
Arbor Realty Trust
ABR
$981M
$504K ﹤0.01%
41,271
-17,708
-30% -$206K
MTRN icon
1688
Materion
MTRN
$5.88B
$502K ﹤0.01%
4,158
+951
+30% +$99.9K
BNT
1689
Brookfield Wealth Solutions
BNT
$12.3B
$499K ﹤0.01%
10,919
+1,368
+14% +$60.6K
RAMP icon
1690
LiveRamp
RAMP
$2.31B
$498K ﹤0.01%
18,361
– –
CSR
1691
Centerspace
CSR
$939M
$498K ﹤0.01%
8,454
-566
-6% -$32.7K
TOWN icon
1692
Towne Bank
TOWN
$3.5B
$497K ﹤0.01%
14,383
– –
TDOC icon
1693
Teladoc Health
TDOC
$1.26B
$496K ﹤0.01%
64,112
+8,686
+16% +$67.8K
LOAR icon
1694
Loar Holdings
LOAR
$6.93B
$495K ﹤0.01%
6,182
– –
EXK
1695
Endeavour Silver
EXK
$3.05B
$494K ﹤0.01%
63,044
– –
EWW icon
1696
iShares MSCI Mexico ETF
EWW
$1.87B
$493K ﹤0.01%
7,320
-30
-0.4% -$1.87K
ARR
1697
Armour Residential REIT
ARR
$2.37B
$493K ﹤0.01%
33,018
– –
COLM icon
1698
Columbia Sportswear
COLM
$2.96B
$492K ﹤0.01%
9,408
+1,243
+15% +$69.9K
CSTM icon
1699
Constellium
CSTM
$3.95B
$491K ﹤0.01%
33,021
– –
SDGR icon
1700
Schrodinger
SDGR
$1.38B
$491K ﹤0.01%
24,469
+362
+2% +$7.27K
66 67
68
69 70

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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.