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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
WEAV icon
2276
Weave Communications
WEAV
$407M
$125K ﹤0.01%
18,694
– –
INVX
2277
Innovex International
INVX
$2.08B
$125K ﹤0.01%
6,733
– –
OLP
2278
One Liberty Properties
OLP
$515M
$124K ﹤0.01%
5,595
– –
LILA icon
2279
Liberty Latin America Class A
LILA
$1.67B
$124K ﹤0.01%
21,959
– –
AOSL icon
2280
Alpha and Omega Semiconductor
AOSL
$1.04B
$123K ﹤0.01%
4,407
– –
EVLV icon
2281
Evolv Technologies
EVLV
$1.08B
$122K ﹤0.01%
16,223
– –
ADAM
2282
Adamas Trust
ADAM
$919M
$121K ﹤0.01%
17,387
– –
ETD icon
2283
Ethan Allen Interiors
ETD
$604M
$121K ﹤0.01%
4,112
– –
MRTN icon
2284
Marten Transport
MRTN
$1.19B
$121K ﹤0.01%
11,364
– –
CEVA icon
2285
CEVA Inc
CEVA
$869M
$121K ﹤0.01%
4,586
– –
MCB icon
2286
Metropolitan Bank Holding Corp
MCB
$1.16B
$121K ﹤0.01%
1,611
– –
TRML
2287
DELISTED
Tourmaline Bio
TRML
$120K ﹤0.01%
+2,515
New +$69.8K
OXM icon
2288
Oxford Industries
OXM
$545M
$119K ﹤0.01%
2,942
– –
EVER icon
2289
EverQuote
EVER
$882M
$118K ﹤0.01%
5,178
– –
FSBC icon
2290
Five Star Bancorp
FSBC
$1.14B
$118K ﹤0.01%
3,668
– –
CFFN icon
2291
Capitol Federal Financial
CFFN
$1.09B
$118K ﹤0.01%
18,573
– –
FPI
2292
Farmland Partners
FPI
$428M
$118K ﹤0.01%
10,826
– –
SPRY icon
2293
ARS Pharmaceuticals
SPRY
$579M
$117K ﹤0.01%
11,662
+4,243
+57% +$60.9K
XRN
2294
Chiron Real Estate Inc
XRN
$474M
$117K ﹤0.01%
3,465
– –
FCBC icon
2295
First Community Bankshares
FCBC
$913M
$116K ﹤0.01%
3,334
– –
GRDN
2296
Guardian Pharmacy Services
GRDN
$2.51B
$115K ﹤0.01%
+4,400
New +$105K
CRML icon
2297
Critical Metals Corp
CRML
$991M
$115K ﹤0.01%
+18,514
New +$94.9K
SKYE icon
2298
Skye Bioscience
SKYE
$19M
$115K ﹤0.01%
29,265
-2,582
-8% -$9.75K
BXC icon
2299
BlueLinx
BXC
$718M
$115K ﹤0.01%
1,567
– –
REPX icon
2300
Riley Exploration Permian
REPX
$810M
$114K ﹤0.01%
4,214
– –
90 91
92
93 94

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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.