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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
OPTU
2151
Optimum Communications Inc
OPTU
$324M
$195K ﹤0.01%
81,092
– –
TRTX
2152
TPG RE Finance Trust
TRTX
$614M
$195K ﹤0.01%
22,760
+7,574
+50% +$66.8K
SKYW icon
2153
Skywest
SKYW
$4.19B
$195K ﹤0.01%
1,935
– –
GIII icon
2154
G-III Apparel Group
GIII
$1.44B
$195K ﹤0.01%
7,313
– –
GIC icon
2155
Global Industrial
GIC
$1.5B
$195K ﹤0.01%
5,306
– –
ROOT icon
2156
Root
ROOT
$799M
$194K ﹤0.01%
+2,166
New +$227K
TROX icon
2157
Tronox
TROX
$1.02B
$193K ﹤0.01%
48,119
+16,746
+53% +$76.6K
RSKD icon
2158
Riskified
RSKD
$705M
$193K ﹤0.01%
41,329
+15,247
+58% +$75.1K
DCBO
2159
Docebo
DCBO
$585M
$193K ﹤0.01%
7,063
+2,248
+47% +$67.9K
SIGA icon
2160
SIGA Technologies
SIGA
$207M
$193K ﹤0.01%
21,057
– –
SSTK icon
2161
Shutterstock
SSTK
$200M
$192K ﹤0.01%
9,232
– –
CMP icon
2162
Compass Minerals
CMP
$1.13B
$192K ﹤0.01%
9,998
– –
PDFS icon
2163
PDF Solutions
PDFS
$2.08B
$192K ﹤0.01%
7,432
– –
HPP
2164
Hudson Pacific Properties
HPP
$724M
$192K ﹤0.01%
+9,918
New +$187K
CCB icon
2165
Coastal Financial
CCB
$793M
$191K ﹤0.01%
1,767
– –
IBTA icon
2166
Ibotta
IBTA
$741M
$189K ﹤0.01%
6,800
+2,600
+62% +$81.5K
FIZZ icon
2167
National Beverage
FIZZ
$2.89B
$188K ﹤0.01%
5,092
– –
RCAT icon
2168
Red Cat Holdings
RCAT
$1.63B
$187K ﹤0.01%
+18,020
New +$168K
NNE
2169
Nano Nuclear Energy
NNE
$1.04B
$186K ﹤0.01%
4,832
– –
HLX icon
2170
Helix Energy Solutions
HLX
$1.5B
$186K ﹤0.01%
28,341
– –
BLMN icon
2171
Bloomin' Brands
BLMN
$952M
$185K ﹤0.01%
25,805
– –
GPGI
2172
GPGI Inc
GPGI
$4.11B
$183K ﹤0.01%
8,803
– –
BMNR
2173
BitMine Immersion Technologies
BMNR
$10.9B
$183K ﹤0.01%
+3,527
New +$179K
UFCS icon
2174
United Fire Group
UFCS
$1.39B
$183K ﹤0.01%
6,021
– –
SYRE icon
2175
Spyre Therapeutics
SYRE
$9.06B
$182K ﹤0.01%
10,874
-1,999
-16% -$32.6K
85 86
87
88 89

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TI
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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.