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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
(+6.4%)
Cap. Flow
-$751M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
35.47%
Holding
2,607
New
56
Increased
1,180
Reduced
588
Closed
58
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of America
BAC
|
+$172M |
| 2 |
Tesla
TSLA
|
+$117M |
| 3 |
Oracle
ORCL
|
+$60.5M |
| 4 |
CVS Health
CVS
|
+$60.1M |
| 5 |
Carpenter Technology
CRS
|
+$40.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$263M |
| 2 |
Microsoft
MSFT
|
+$98.2M |
| 3 |
NVIDIA
NVDA
|
+$68.4M |
| 4 |
McDonald's
MCD
|
+$66.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1726
CorVel
CRVL
$3.24B
| $465K | ﹤0.01% |
6,012
-878
| -13% | -$78.3K |
|
1727
Aurinia Pharmaceuticals
AUPH
$2.01B
| $465K | ﹤0.01% |
42,094
-402
| -0.9% | -$4.39K |
|
|
BDN
1728
Brandywine Realty Trust
BDN
$546M
| $464K | ﹤0.01% |
111,345
+17,767
| +19% | +$74.7K |
|
1729
MasterBrand
MBC
$1.89B
| $464K | ﹤0.01% |
35,246
| – | – |
|
|
XIFR
1730
XPLR Infrastructure LP
XIFR
$1.1B
| $464K | ﹤0.01% |
45,588
-225
| -0.5% | -$2.18K |
|
1731
Ardelyx
ARDX
$1.01B
| $463K | ﹤0.01% |
83,947
| – | – |
|
1732
Vericel Corp
VCEL
$2.28B
| $460K | ﹤0.01% |
14,616
-67
| -0.5% | -$2.41K |
|
1733
Biohaven
BHVN
$2.23B
| $458K | ﹤0.01% |
30,535
| – | – |
|
1734
McGrath RentCorp
MGRC
$2.93B
| $458K | ﹤0.01% |
3,906
| – | – |
|
1735
Pediatrix Medical
MD
$2.14B
| $458K | ﹤0.01% |
27,347
| – | – |
|
1736
Lightspeed Commerce
LSPD
$1.42B
| $458K | ﹤0.01% |
39,615
+4,769
| +14% | +$58.3K |
|
1737
Garrett Motion
GTX
$5.36B
| $456K | ﹤0.01% |
33,507
| – | – |
|
1738
Rush Street Interactive
RSI
$2.83B
| $456K | ﹤0.01% |
22,281
+4,619
| +26% | +$87.1K |
|
|
ARI
1739
Apollo Commercial Real Estate
ARI
$887M
| $456K | ﹤0.01% |
45,011
| – | – |
|
1740
First Busey Corp
BUSE
$2.57B
| $456K | ﹤0.01% |
19,683
| – | – |
|
1741
Arbutus Biopharma
ABUS
$892M
| $456K | ﹤0.01% |
100,338
| – | – |
|
|
NYAX
1742
Nayax
NYAX
$1.99B
| $454K | ﹤0.01% |
9,467
| – | – |
|
1743
Coty
COTY
$2.44B
| $453K | ﹤0.01% |
112,245
+13,583
| +14% | +$62.2K |
|
1744
Wipro
WIT
$19.5B
| $452K | ﹤0.01% |
172,048
| – | – |
|
1745
First Bancorp
FBNC
$2.73B
| $452K | ﹤0.01% |
8,554
| – | – |
|
1746
Calumet Specialty Products
CLMT
$4.27B
| $452K | ﹤0.01% |
24,769
| – | – |
|
1747
Northwest Natural Holdings
NWN
$2.14B
| $451K | ﹤0.01% |
10,048
| – | – |
|
1748
World Kinect Corp
WKC
$1.9B
| $451K | ﹤0.01% |
17,395
| – | – |
|
1749
Tarsus Pharmaceuticals
TARS
$3.01B
| $451K | ﹤0.01% |
7,591
+1,836
| +32% | +$90.4K |
|
1750
Asana
ASAN
$2.26B
| $451K | ﹤0.01% |
33,739
| – | – |
|
Similar funds
SCP
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.