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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
ECVT icon
1751
Ecovyst
ECVT
$1.1B
$449K ﹤0.01%
51,292
+2,124
+4% +$18.7K
SVM
1752
Silvercorp Metals
SVM
$2.61B
$448K ﹤0.01%
71,019
+13,448
+23% +$65.8K
MCY icon
1753
Mercury Insurance
MCY
$5.83B
$448K ﹤0.01%
5,285
+849
+19% +$62.6K
FBK icon
1754
FB Financial Corp
FBK
$3.1B
$448K ﹤0.01%
8,030
– –
GBTG icon
1755
American Express Global Business Travel
GBTG
$4.94B
$447K ﹤0.01%
55,379
-61,675
-53% -$457K
SPHR icon
1756
Sphere Entertainment
SPHR
$6.31B
$447K ﹤0.01%
7,198
– –
NBHC icon
1757
National Bank Holdings
NBHC
$1.94B
$447K ﹤0.01%
11,567
– –
AMPL icon
1758
Amplitude
AMPL
$1.64B
$446K ﹤0.01%
41,607
+6,252
+18% +$74.2K
XBI icon
1759
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$446K ﹤0.01%
4,486
– –
VSEC icon
1760
VSE Corp
VSEC
$6.49B
$445K ﹤0.01%
2,676
– –
CXW icon
1761
CoreCivic
CXW
$3.16B
$443K ﹤0.01%
21,755
– –
ALIT icon
1762
Alight
ALIT
$391M
$442K ﹤0.01%
6,775
– –
PRG icon
1763
PROG Holdings
PRG
$1.69B
$441K ﹤0.01%
13,637
– –
KN icon
1764
Knowles
KN
$3.22B
$440K ﹤0.01%
18,871
+3,097
+20% +$63.4K
HLMN icon
1765
Hillman Solutions
HLMN
$1.72B
$439K ﹤0.01%
47,848
-34,346
-42% -$310K
NOG icon
1766
Northern Oil and Gas
NOG
$2.59B
$437K ﹤0.01%
17,637
– –
PWP icon
1767
Perella Weinberg Partners
PWP
$1.33B
$437K ﹤0.01%
20,498
– –
CVCO icon
1768
Cavco Industries
CVCO
$4.65B
$437K ﹤0.01%
752
– –
BCRX icon
1769
BioCryst Pharmaceuticals
BCRX
$2.51B
$435K ﹤0.01%
57,351
-744
-1% -$6.2K
EPC icon
1770
Edgewell Personal Care
EPC
$1.31B
$435K ﹤0.01%
21,352
+12,373
+138% +$290K
UVSP icon
1771
Univest Financial
UVSP
$1.18B
$434K ﹤0.01%
14,471
– –
CVI icon
1772
CVR Energy
CVI
$3.56B
$433K ﹤0.01%
11,880
– –
WTTR icon
1773
Select Water Solutions
WTTR
$2.64B
$433K ﹤0.01%
40,531
+9,679
+31% +$88.4K
VBTX
1774
DELISTED
Veritex Holdings
VBTX
$429K ﹤0.01%
12,784
– –
DCOM icon
1775
Dime Commercial Bancshares
DCOM
$1.82B
$428K ﹤0.01%
14,364
– –
69 70
71
72 73

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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.