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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
+10.62%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
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
APP icon
151
Applovin
APP
$116B
$50.8M 0.12%
70,729
-947
-1% -$437K
CB icon
152
Chubb
CB
$135B
$50.2M 0.12%
177,922
-14,307
-7% -$3.94M
ZS icon
153
Zscaler
ZS
$27.3B
$49.6M 0.11%
165,548
+29,204
+21% +$8.33M
EA
154
DELISTED
Electronic Arts
EA
$49.4M 0.11%
244,880
-65,953
-21% -$10.9M
VEEV icon
155
Veeva Systems
VEEV
$37.4B
$49M 0.11%
164,441
-4,705
-3% -$1.32M
BIIB icon
156
Biogen
BIIB
$30.7B
$48.8M 0.11%
348,404
+282,084
+425% +$38.1M
CME icon
157
CME Group
CME
$94.8B
$48.6M 0.11%
179,720
-3,942
-2% -$1.07M
PYPL icon
158
PayPal
PYPL
$50.5B
$48.2M 0.11%
719,217
-68,374
-9% -$4.82M
PNR icon
159
Pentair
PNR
$11B
$47.1M 0.11%
424,812
+6,288
+2% +$671K
PTC icon
160
PTC
PTC
$16B
$47M 0.11%
231,437
+7,640
+3% +$1.56M
NKE icon
161
Nike
NKE
$61.9B
$46.4M 0.11%
665,888
+32,151
+5% +$2.4M
RCL icon
162
Royal Caribbean
RCL
$85.6B
$46.1M 0.11%
142,398
+1,288
+0.9% +$430K
CL icon
163
Colgate-Palmolive
CL
$74.4B
$45.5M 0.1%
569,382
+166,786
+41% +$14.2M
AMT icon
164
American Tower
AMT
$80.4B
$45.3M 0.1%
235,668
+5,643
+2% +$1.18M
BA icon
165
Boeing
BA
$185B
$45.2M 0.1%
209,304
+13,079
+7% +$2.95M
HIG icon
166
Hartford Financial Services
HIG
$39.3B
$44.3M 0.1%
331,763
-35,732
-10% -$4.58M
HPE icon
167
Hewlett Packard
HPE
$70.5B
$44M 0.1%
1,793,521
+37,075
+2% +$820K
PSA icon
168
Public Storage
PSA
$61.3B
$43.7M 0.1%
151,457
+4,998
+3% +$1.43M
MFC icon
169
Manulife Financial
MFC
$73.5B
$43.5M 0.1%
1,394,697
-106,348
-7% -$3.28M
CRWD icon
170
CrowdStrike
CRWD
$218B
$43.1M 0.1%
351,808
+20,284
+6% +$2.31M
WMB icon
171
Williams Companies
WMB
$86.1B
$43.1M 0.1%
679,971
+3,571
+0.5% +$210K
NRG icon
172
NRG Energy
NRG
$24.8B
$42.5M 0.1%
262,247
-16,219
-6% -$2.53M
DASH icon
173
DoorDash
DASH
$93.7B
$41.9M 0.1%
154,004
-35,501
-19% -$8.9M
SE icon
174
Sea Limited
SE
$69.5B
$41.5M 0.1%
232,291
+10,095
+5% +$1.73M
DUK icon
175
Duke Energy
DUK
$97.3B
$40.8M 0.09%
329,335
+6,199
+2% +$752K
5 6
7
8 9

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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.