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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 | |
|---|---|---|---|---|---|---|
1776
ManpowerGroup
MAN
$2.61B
| $428K | ﹤0.01% |
11,291
| – | – |
|
|
SAFE
1777
Safehold
SAFE
$1.09B
| $427K | ﹤0.01% |
27,544
| – | – |
|
1778
Goosehead Insurance
GSHD
$2.31B
| $426K | ﹤0.01% |
5,727
+1,977
| +53% | +$174K |
|
1779
BP
BP
$111B
| $426K | ﹤0.01% |
12,362
-2,663
| -18% | -$89.2K |
|
1780
White Mountains Insurance
WTM
$5.08B
| $423K | ﹤0.01% |
253
| – | – |
|
1781
BancFirst
BANF
$3.81B
| $422K | ﹤0.01% |
3,340
| – | – |
|
1782
Simulations Plus
SLP
$370M
| $422K | ﹤0.01% |
28,000
-445
| -2% | -$6.47K |
|
|
EFXT
1783
Enerflex
EFXT
$2.59B
| $422K | ﹤0.01% |
39,096
| – | – |
|
1784
Dyne Therapeutics
DYN
$4.96B
| $421K | ﹤0.01% |
33,314
+14,067
| +73% | +$160K |
|
1785
Sonos
SONO
$1.81B
| $420K | ﹤0.01% |
26,593
-23,701
| -47% | -$304K |
|
|
ARIS
1786
Aris Mining
ARIS
$3.7B
| $420K | ﹤0.01% |
42,829
| – | – |
|
1787
Pacira BioSciences
PCRX
$969M
| $419K | ﹤0.01% |
16,255
-195
| -1% | -$4.79K |
|
1788
Standex International
SXI
$4.03B
| $419K | ﹤0.01% |
1,976
| – | – |
|
1789
Hertz
HTZ
$898M
| $417K | ﹤0.01% |
61,390
| – | – |
|
|
SEZL
1790
Sezzle
SEZL
$4.22B
| $417K | ﹤0.01% |
5,238
| – | – |
|
1791
Utz Brands
UTZ
$1.25B
| $416K | ﹤0.01% |
34,278
+9,389
| +38% | +$124K |
|
|
CALY
1792
Callaway Golf Company
CALY
$2.97B
| $414K | ﹤0.01% |
43,630
| – | – |
|
1793
Credit Acceptance
CACC
$5.92B
| $413K | ﹤0.01% |
884
| – | – |
|
|
PENG
1794
Penguin Solutions Inc
PENG
$3.08B
| $412K | ﹤0.01% |
15,671
| – | – |
|
1795
Crescent Energy
CRGY
$4.01B
| $411K | ﹤0.01% |
46,092
| – | – |
|
1796
The Greenbrier Companies
GBX
$1.42B
| $410K | ﹤0.01% |
8,883
| – | – |
|
1797
PagerDuty
PD
$885M
| $410K | ﹤0.01% |
24,799
| – | – |
|
1798
MaxLinear
MXL
$6.88B
| $408K | ﹤0.01% |
25,355
| – | – |
|
1799
United Parks & Resorts
PRKS
$2.02B
| $407K | ﹤0.01% |
7,867
| – | – |
|
|
DMC
1800
Del Monte Corp
DMC
$1.43B
| $406K | ﹤0.01% |
11,693
-16
| -0.1% | -$567 |
|
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.