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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 | |
|---|---|---|---|---|---|---|
1851
Flywire
FLYW
$2.15B
| $357K | ﹤0.01% |
26,368
-16,341
| -38% | -$201K |
|
1852
Autohome
ATHM
$2.62B
| $356K | ﹤0.01% |
12,473
-3,783
| -23% | -$107K |
|
1853
Apogee Therapeutics
APGE
$10.2B
| $356K | ﹤0.01% |
8,960
| – | – |
|
1854
Fastly Inc
FSLY
$4.8B
| $355K | ﹤0.01% |
41,503
| – | – |
|
|
STEL
1855
DELISTED
Stellar Bancorp
STEL
| $354K | ﹤0.01% |
11,681
| – | – |
|
1856
Quaker Houghton
KWR
$2.97B
| $354K | ﹤0.01% |
2,689
-76
| -3% | -$10K |
|
1857
CTS Corp
CTS
$1.86B
| $354K | ﹤0.01% |
8,858
| – | – |
|
1858
Peoples Bancorp
PEBO
$1.48B
| $354K | ﹤0.01% |
11,791
-3,591
| -23% | -$109K |
|
1859
Azenta
AZTA
$1.46B
| $353K | ﹤0.01% |
12,286
| – | – |
|
|
FBRT
1860
Franklin BSP Realty Trust
FBRT
$664M
| $353K | ﹤0.01% |
32,459
+6,169
| +23% | +$68K |
|
1861
Expro Ltd
XPRO
$2.04B
| $352K | ﹤0.01% |
29,663
| – | – |
|
1862
Liquidia Corp
LQDA
$7.41B
| $352K | ﹤0.01% |
15,477
+6,670
| +76% | +$145K |
|
1863
VanEck Vietnam ETF
VNM
$513M
| $351K | ﹤0.01% |
19,714
-7,981
| -29% | -$134K |
|
1864
NeoGenomics
NEO
$2.13B
| $351K | ﹤0.01% |
45,410
| – | – |
|
1865
DXP Enterprises
DXPE
$3.1B
| $350K | ﹤0.01% |
2,939
| – | – |
|
1866
Surgery Partners
SGRY
$1.95B
| $350K | ﹤0.01% |
16,171
| – | – |
|
1867
iShares MSCI Taiwan ETF
EWT
$11.4B
| $350K | ﹤0.01% |
5,575
-22
| -0.4% | -$1.32K |
|
|
GRAL
1868
GRAIL Inc
GRAL
$3.35B
| $349K | ﹤0.01% |
5,894
-207
| -3% | -$7.91K |
|
|
BRSP
1869
BrightSpire Capital
BRSP
$630M
| $349K | ﹤0.01% |
64,181
| – | – |
|
1870
Hawaiian Electric Industries
HE
$2.08B
| $348K | ﹤0.01% |
31,551
| – | – |
|
1871
Stewart Information Services
STC
$2.02B
| $347K | ﹤0.01% |
4,735
| – | – |
|
1872
Boston Beer
SAM
$1.89B
| $346K | ﹤0.01% |
1,635
| – | – |
|
1873
Liberty Energy
LBRT
$3.53B
| $344K | ﹤0.01% |
27,900
| – | – |
|
1874
Stock Yards Bancorp
SYBT
$2.59B
| $344K | ﹤0.01% |
4,911
| – | – |
|
1875
Rogers Corp
ROG
$2.47B
| $343K | ﹤0.01% |
4,264
| – | – |
|
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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.