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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
OEC icon
2226
Orion
OEC
$376M
$155K ﹤0.01%
20,499
– –
FMNB icon
2227
Farmers National Banc Corp
FMNB
$952M
$155K ﹤0.01%
10,733
– –
WGO icon
2228
Winnebago Industries
WGO
$927M
$154K ﹤0.01%
4,596
– –
NTES icon
2229
NetEase
NTES
$81.9B
$154K ﹤0.01%
+1,011
New +$139K
BFST icon
2230
Business First Bancshares
BFST
$1.04B
$153K ﹤0.01%
6,500
– –
FWRG icon
2231
First Watch Restaurant Group
FWRG
$728M
$153K ﹤0.01%
9,807
– –
GOOD
2232
Gladstone Commercial Corp
GOOD
$619M
$153K ﹤0.01%
12,427
– –
BKV
2233
BKV Corp
BKV
$2.9B
$153K ﹤0.01%
6,619
-2,357
-26% -$51.4K
KLAR
2234
Klarna Group
KLAR
$7.2B
$153K ﹤0.01%
+4,169
New +$178K
KFRC icon
2235
Kforce
KFRC
$1.04B
$152K ﹤0.01%
5,071
– –
AKBA icon
2236
Akebia Therapeutics
AKBA
$240M
$151K ﹤0.01%
+55,473
New +$185K
MBIN icon
2237
Merchants Bancorp
MBIN
$2.5B
$151K ﹤0.01%
4,755
– –
THFF icon
2238
First Financial Corp
THFF
$967M
$150K ﹤0.01%
2,659
– –
SHEN icon
2239
Shenandoah Telecom
SHEN
$740M
$150K ﹤0.01%
11,177
– –
WLFC icon
2240
Willis Lease Finance
WLFC
$1.16B
$147K ﹤0.01%
+3,222
New +$156K
PRAA icon
2241
PRA Group
PRAA
$706M
$146K ﹤0.01%
9,447
– –
SHOE
2242
Shoe Station Group
SHOE
$428M
$146K ﹤0.01%
7,005
+2,809
+67% +$60.8K
CTBI icon
2243
Community Trust Bancorp
CTBI
$1.42B
$145K ﹤0.01%
2,592
– –
VTS icon
2244
Vitesse Energy
VTS
$691M
$145K ﹤0.01%
6,240
– –
CTLP
2245
DELISTED
Cantaloupe
CTLP
$145K ﹤0.01%
13,701
– –
LFST icon
2246
Lifestance Health
LFST
$4.39B
$144K ﹤0.01%
26,218
– –
TDW icon
2247
Tidewater
TDW
$4.54B
$144K ﹤0.01%
2,696
– –
TASK icon
2248
TaskUs
TASK
$631M
$144K ﹤0.01%
8,048
– –
CABO icon
2249
Cable One
CABO
$191M
$142K ﹤0.01%
804
– –
DNUT icon
2250
Krispy Kreme
DNUT
$538M
$142K ﹤0.01%
36,684
– –
88 89
90
91 92

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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.