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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
HG icon
1701
Hamilton Insurance Group
HG
$2.32B
$490K ﹤0.01%
19,778
+2,546
+15% +$58.1K
PRK icon
1702
Park National Corp
PRK
$3.75B
$490K ﹤0.01%
3,017
– –
SLNO
1703
DELISTED
Soleno Therapeutics
SLNO
$490K ﹤0.01%
7,242
+660
+10% +$48.9K
WHD icon
1704
Cactus
WHD
$5.78B
$488K ﹤0.01%
12,372
– –
FRSH icon
1705
Freshworks
FRSH
$3.51B
$488K ﹤0.01%
41,427
+8,374
+25% +$113K
IESC icon
1706
IES Holdings
IESC
$14.9B
$486K ﹤0.01%
1,223
– –
SKYT
1707
DELISTED
SkyWater Technology
SKYT
$483K ﹤0.01%
25,899
+9,365
+57% +$108K
ATEN icon
1708
A10 Networks
ATEN
$1.96B
$483K ﹤0.01%
26,620
-15,348
-37% -$278K
APLS
1709
DELISTED
Apellis Pharmaceuticals
APLS
$482K ﹤0.01%
21,317
+2,189
+11% +$51.1K
PHR icon
1710
Phreesia
PHR
$780M
$479K ﹤0.01%
20,375
+3,932
+24% +$107K
WLY icon
1711
John Wiley & Sons Class A
WLY
$2.63B
$479K ﹤0.01%
11,835
-10
-0.1% -$404
UNF icon
1712
Unifirst Corp
UNF
$5.21B
$478K ﹤0.01%
2,862
– –
DVAX
1713
DELISTED
Dynavax Technologies
DVAX
$478K ﹤0.01%
48,164
+11,035
+30% +$115K
ENOV icon
1714
Enovis
ENOV
$1.48B
$478K ﹤0.01%
15,763
+1,991
+14% +$60.4K
XMTR icon
1715
Xometry
XMTR
$5.42B
$478K ﹤0.01%
8,777
– –
EPI icon
1716
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$478K ﹤0.01%
10,806
-44
-0.4% -$2K
NTGR icon
1717
NETGEAR
NTGR
$647M
$475K ﹤0.01%
14,679
+2,270
+18% +$62K
FOLD
1718
DELISTED
Amicus Therapeutics
FOLD
$474K ﹤0.01%
60,189
– –
YELP icon
1719
Yelp
YELP
$1.32B
$474K ﹤0.01%
15,195
-143
-0.9% -$4.69K
HAFC icon
1720
Hanmi Financial
HAFC
$963M
$473K ﹤0.01%
19,141
– –
RXO icon
1721
RXO
RXO
$3.85B
$472K ﹤0.01%
30,683
– –
VERA icon
1722
Vera Therapeutics
VERA
$2.08B
$472K ﹤0.01%
16,233
-110
-0.7% -$2.54K
GOLF icon
1723
Acushnet Holdings
GOLF
$5.25B
$471K ﹤0.01%
6,004
– –
PNTG icon
1724
Pennant Group
PNTG
$1.35B
$471K ﹤0.01%
18,675
-1,344
-7% -$33K
EWZ icon
1725
iShares MSCI Brazil ETF
EWZ
$8.55B
$468K ﹤0.01%
15,110
-62
-0.4% -$1.77K
67 68
69
70 71

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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.