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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
BN icon
176
Brookfield
BN
$108B
$40.6M 0.09%
887,267
+11,018
+1% +$488K
TJX icon
177
TJX Companies
TJX
$178B
$40.1M 0.09%
277,480
+16,347
+6% +$2.17M
CTSH icon
178
Cognizant
CTSH
$26B
$39.8M 0.09%
592,857
+94,685
+19% +$6.85M
CRH icon
179
CRH
CRH
$66.8B
$39.6M 0.09%
331,292
-110,759
-25% -$11.7M
VLO icon
180
Valero Energy
VLO
$85.9B
$39.6M 0.09%
232,407
-85,906
-27% -$12.8M
SU icon
181
Suncor Energy
SU
$70.3B
$39.4M 0.09%
941,621
-186,492
-17% -$7.48M
VTR icon
182
Ventas
VTR
$47.9B
$39.3M 0.09%
561,449
+30,550
+6% +$2.05M
STN icon
183
Stantec
STN
$8.39B
$39.2M 0.09%
363,381
-35,539
-9% -$3.88M
AEM icon
184
Agnico Eagle Mines
AEM
$90.5B
$38.9M 0.09%
230,949
-68,830
-23% -$9.46M
VICI icon
185
VICI Properties
VICI
$29.4B
$38.7M 0.09%
1,188,198
+307,427
+35% +$10.1M
CI icon
186
Cigna
CI
$74.6B
$38.6M 0.09%
134,084
-9,754
-7% -$2.89M
KKR icon
187
KKR & Co
KKR
$92.3B
$38.5M 0.09%
296,610
+8,834
+3% +$1.25M
COIN icon
188
Coinbase
COIN
$40.5B
$38.5M 0.09%
114,110
+273
+0.2% +$92.6K
MDLZ icon
189
Mondelez International
MDLZ
$79.9B
$38.2M 0.09%
612,100
+4,612
+0.8% +$297K
BNS icon
190
Scotiabank
BNS
$108B
$38.2M 0.09%
591,034
-32,110
-5% -$1.89M
EW icon
191
Edwards Lifesciences
EW
$51.7B
$38M 0.09%
489,089
+143,412
+41% +$11.2M
ED icon
192
Consolidated Edison
ED
$39.9B
$38M 0.09%
377,603
-22,432
-6% -$2.25M
BMO icon
193
Bank of Montreal
BMO
$127B
$38M 0.09%
291,184
-15,755
-5% -$1.87M
EQT icon
194
EQT Corp
EQT
$32.3B
$37.2M 0.09%
683,806
+202,379
+42% +$10.7M
ORLY icon
195
O'Reilly Automotive
ORLY
$76.3B
$36.9M 0.08%
342,145
-62,372
-15% -$6.27M
CTVA icon
196
Corteva
CTVA
$51.3B
$36.4M 0.08%
537,899
-34,344
-6% -$2.49M
AXON
197
Axon Enterprise
AXON
$46.4B
$36.3M 0.08%
50,598
-3,722
-7% -$2.82M
ITW icon
198
Illinois Tool Works
ITW
$84.5B
$36M 0.08%
137,977
+2,662
+2% +$694K
SYK icon
199
Stryker
SYK
$130B
$35.9M 0.08%
97,143
+2,185
+2% +$844K
KLAC icon
200
KLA
KLAC
$259B
$35.8M 0.08%
332,250
+16,400
+5% +$1.53M
6 7
8
9 10

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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.