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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 | |
|---|---|---|---|---|---|---|
1976
Live Oak Bancshares
LOB
$1.98B
| $279K | ﹤0.01% |
7,913
+1,859
| +31% | +$64K |
|
|
GLDD
1977
DELISTED
Great Lakes Dredge & Dock
GLDD
| $278K | ﹤0.01% |
23,208
| – | – |
|
1978
Sprinklr
CXM
$1.61B
| $278K | ﹤0.01% |
36,029
| – | – |
|
1979
Castle Biosciences
CSTL
$985M
| $278K | ﹤0.01% |
12,207
+118
| +1% | +$2.4K |
|
1980
Appian
APPN
$2.54B
| $277K | ﹤0.01% |
9,074
| – | – |
|
|
MTSR
1981
DELISTED
Metsera Inc
MTSR
| $277K | ﹤0.01% |
+5,300
| New | +$196K |
|
|
MLNK
1982
DELISTED
MeridianLink
MLNK
| $277K | ﹤0.01% |
13,911
+3,513
| +34% | +$64.6K |
|
1983
MiMedx Group
MDXG
$630M
| $277K | ﹤0.01% |
39,713
| – | – |
|
|
DHC
1984
Diversified Healthcare Trust
DHC
$1.98B
| $276K | ﹤0.01% |
62,565
| – | – |
|
1985
Marcus & Millichap
MMI
$1.18B
| $274K | ﹤0.01% |
9,350
| – | – |
|
1986
Sweetgreen
SG
$642M
| $274K | ﹤0.01% |
34,338
| – | – |
|
|
JAMF
1987
DELISTED
Jamf
JAMF
| $274K | ﹤0.01% |
25,588
| – | – |
|
1988
Protolabs
PRLB
$2.16B
| $273K | ﹤0.01% |
5,456
+1,215
| +29% | +$55.7K |
|
|
USAR
1989
USA Rare Earth Inc
USAR
$4.63B
| $273K | ﹤0.01% |
+15,869
| New | +$227K |
|
1990
Integra LifeSciences
IART
$1.35B
| $272K | ﹤0.01% |
19,014
| – | – |
|
1991
ANI Pharmaceuticals
ANIP
$1.71B
| $272K | ﹤0.01% |
2,971
| – | – |
|
1992
SunCoke Energy
SXC
$786M
| $272K | ﹤0.01% |
33,327
+9,224
| +38% | +$73.5K |
|
|
GOOS
1993
Canada Goose Holdings
GOOS
$856M
| $272K | ﹤0.01% |
19,744
+6,019
| +44% | +$78K |
|
1994
Gentherm
THRM
$1.27B
| $270K | ﹤0.01% |
7,926
| – | – |
|
1995
Janus International
JBI
$690M
| $269K | ﹤0.01% |
27,266
| – | – |
|
1996
Phibro Animal Health
PAHC
$1.38B
| $269K | ﹤0.01% |
6,638
| – | – |
|
1997
Healthcare Services Group
HCSG
$1.44B
| $268K | ﹤0.01% |
15,951
+5,148
| +48% | +$76.6K |
|
1998
Camping World
CWH
$655M
| $268K | ﹤0.01% |
16,954
+3,099
| +22% | +$53.1K |
|
1999
UWM Holdings
UWMC
$2.45B
| $267K | ﹤0.01% |
43,889
+18,044
| +70% | +$94.6K |
|
2000
Napco Security Technologies
NSSC
$1.42B
| $267K | ﹤0.01% |
6,222
| – | – |
|
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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.