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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
TEL icon
201
TE Connectivity
TEL
$62.6B
$35.6M 0.08%
162,233
-36,879
-19% -$7.39M
AON icon
202
Aon
AON
$76B
$35.6M 0.08%
99,836
+3,761
+4% +$1.36M
DHR icon
203
Danaher
DHR
$144B
$35.6M 0.08%
179,411
+5,819
+3% +$1.16M
EXC icon
204
Exelon
EXC
$47B
$35.4M 0.08%
787,162
-275,869
-26% -$12.1M
YUM icon
205
Yum! Brands
YUM
$41.1B
$35.3M 0.08%
232,203
-32,840
-12% -$4.84M
AMP icon
206
Ameriprise Financial
AMP
$48.8B
$35.3M 0.08%
71,793
+19,739
+38% +$10.1M
CDNS icon
207
Cadence Design Systems
CDNS
$93.4B
$35.3M 0.08%
100,399
+948
+1% +$326K
FER icon
208
Ferrovial N.V. Ordinary Shares
FER
$47.9B
$35.2M 0.08%
619,987
+285,509
+85% +$15.4M
MPC icon
209
Marathon Petroleum
MPC
$83.7B
$34.8M 0.08%
180,563
-70,367
-28% -$12.4M
ALL icon
210
Allstate
ALL
$67.5B
$34.5M 0.08%
160,856
-36,604
-19% -$7.39M
COR icon
211
Cencora
COR
$61.2B
$34.5M 0.08%
110,284
+4,375
+4% +$1.29M
EOG icon
212
EOG Resources
EOG
$70.7B
$34.4M 0.08%
306,561
-165,022
-35% -$19.7M
MCO icon
213
Moody's
MCO
$82.7B
$34M 0.08%
71,286
+1,274
+2% +$642K
HON icon
214
Honeywell
HON
$78B
$33.9M 0.08%
170,895
+5,677
+3% +$1.19M
AWK icon
215
American Water Works
AWK
$26.9B
$33.6M 0.08%
241,122
+2,508
+1% +$354K
URI icon
216
United Rentals
URI
$72.4B
$33.4M 0.08%
34,983
-1,864
-5% -$1.66M
SNOW icon
217
Snowflake
SNOW
$115B
$33.3M 0.08%
147,645
-7,716
-5% -$1.66M
UNM icon
218
Unum
UNM
$14.3B
$32.7M 0.08%
421,041
-249,608
-37% -$18.7M
ELV icon
219
Elevance Health
ELV
$85.5B
$32.7M 0.08%
101,162
+4,184
+4% +$1.3M
UPS icon
220
United Parcel Service
UPS
$88.9B
$32.6M 0.07%
390,156
+44,514
+13% +$4.03M
JCI icon
221
Johnson Controls International
JCI
$92.2B
$32.3M 0.07%
294,083
+9,487
+3% +$1.01M
ROK icon
222
Rockwell Automation
ROK
$49B
$32.3M 0.07%
92,495
-13,603
-13% -$4.7M
CNI icon
223
Canadian National Railway
CNI
$76.6B
$32.3M 0.07%
342,605
+109,094
+47% +$10.5M
XYL icon
224
Xylem
XYL
$28.1B
$32.3M 0.07%
218,833
+12,575
+6% +$1.74M
CSX icon
225
CSX Corp
CSX
$93.1B
$32.1M 0.07%
904,642
-1,377
-0.2% -$47K
7 8
9
10 11

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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.