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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
REX icon
2201
REX American Resources
REX
$1.43B
$169K ﹤0.01%
5,532
– –
CRMD icon
2202
CorMedix
CRMD
$572M
$169K ﹤0.01%
14,553
-430
-3% -$5.2K
XPEL icon
2203
XPEL
XPEL
$1.32B
$167K ﹤0.01%
5,047
+1,554
+44% +$55.1K
GCT icon
2204
GigaCloud Technology
GCT
$1.84B
$166K ﹤0.01%
5,853
+759
+15% +$19.8K
ORRF icon
2205
Orrstown Financial Services
ORRF
$842M
$166K ﹤0.01%
4,890
-2,886
-37% -$98.1K
EBF icon
2206
Ennis
EBF
$559M
$165K ﹤0.01%
9,039
– –
NAGE
2207
Niagen Bioscience
NAGE
$244M
$165K ﹤0.01%
+17,700
New +$179K
ACEL icon
2208
Accel Entertainment
ACEL
$995M
$164K ﹤0.01%
14,775
– –
BBUC
2209
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$5.91B
$162K ﹤0.01%
4,836
– –
LEGH icon
2210
Legacy Housing
LEGH
$690M
$162K ﹤0.01%
5,873
– –
SOC icon
2211
Sable Offshore Corp
SOC
$891M
$160K ﹤0.01%
9,165
– –
INDI icon
2212
indie Semiconductor
INDI
$805M
$159K ﹤0.01%
+39,188
New +$161K
MLR icon
2213
Miller Industries
MLR
$620M
$159K ﹤0.01%
+3,945
New +$166K
MFA
2214
MFA Financial
MFA
$927M
$159K ﹤0.01%
17,340
– –
SPFI icon
2215
South Plains Financial
SPFI
$850M
$159K ﹤0.01%
4,122
– –
NUVB icon
2216
Nuvation Bio
NUVB
$2.24B
$159K ﹤0.01%
43,050
– –
NRDS icon
2217
NerdWallet
NRDS
$625M
$159K ﹤0.01%
14,769
– –
TDUP icon
2218
ThredUp
TDUP
$414M
$159K ﹤0.01%
+16,802
New +$159K
KRNT icon
2219
Kornit Digital
KRNT
$816M
$159K ﹤0.01%
11,758
– –
GNK icon
2220
Genco Shipping & Trading
GNK
$1.08B
$159K ﹤0.01%
8,915
– –
LUNR icon
2221
Intuitive Machines
LUNR
$2.64B
$157K ﹤0.01%
14,964
-5,518
-27% -$56K
XPEV icon
2222
XPeng
XPEV
$11.4B
$157K ﹤0.01%
+6,706
New +$135K
HNGE
2223
Hinge Health
HNGE
$7.18B
$157K ﹤0.01%
+3,199
New +$167K
ETOR
2224
eToro Group
ETOR
$2.33B
$157K ﹤0.01%
+3,797
New +$195K
KOP icon
2225
Koppers
KOP
$869M
$156K ﹤0.01%
5,567
– –
87 88
89
90 91

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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.