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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
AIOT
2301
PowerFleet Inc
AIOT
$392M
$114K ﹤0.01%
21,773
-25,820
-54% -$119K
KEN icon
2302
Kenon Holdings
KEN
$3.32B
$113K ﹤0.01%
2,516
– –
ESTA icon
2303
Establishment Labs
ESTA
$2.22B
$113K ﹤0.01%
2,746
– –
NABL icon
2304
N-able
NABL
$605M
$112K ﹤0.01%
14,352
– –
EWTX icon
2305
Edgewise Therapeutics
EWTX
$4.85B
$111K ﹤0.01%
6,863
-210
-3% -$2.98K
TMP icon
2306
Tompkins Financial
TMP
$1.42B
$111K ﹤0.01%
1,673
– –
UVE icon
2307
Universal Insurance Holdings
UVE
$1.21B
$110K ﹤0.01%
4,187
– –
HCKT icon
2308
Hackett Group
HCKT
$282M
$110K ﹤0.01%
5,785
– –
PUMP icon
2309
ProPetro Holding
PUMP
$1.44B
$110K ﹤0.01%
20,968
– –
FG icon
2310
F&G Annuities & Life
FG
$3.57B
$109K ﹤0.01%
3,482
– –
NFBK
2311
DELISTED
Northfield Bancorp
NFBK
$109K ﹤0.01%
9,217
– –
IBRX icon
2312
ImmunityBio
IBRX
$8B
$108K ﹤0.01%
43,992
– –
BOW
2313
Bowhead Specialty Holdings
BOW
$1.1B
$108K ﹤0.01%
4,000
– –
ANGI icon
2314
Angi Inc
ANGI
$184M
$108K ﹤0.01%
6,619
– –
CAC icon
2315
Camden National
CAC
$977M
$107K ﹤0.01%
2,785
– –
CVLG icon
2316
Covenant Logistics
CVLG
$852M
$107K ﹤0.01%
4,940
– –
SCHL icon
2317
Scholastic
SCHL
$778M
$107K ﹤0.01%
3,905
– –
BATRA icon
2318
Atlanta Braves Holdings Series A
BATRA
$3.46B
$106K ﹤0.01%
2,340
– –
USNA icon
2319
Usana Health Sciences
USNA
$256M
$106K ﹤0.01%
3,834
+1,327
+53% +$40.8K
IBCP icon
2320
Independent Bank Corp
IBCP
$847M
$105K ﹤0.01%
3,405
– –
CLBK icon
2321
Columbia Financial
CLBK
$1.15B
$105K ﹤0.01%
7,003
– –
TIPT icon
2322
Tiptree Inc
TIPT
$677M
$103K ﹤0.01%
5,399
– –
CRON
2323
Cronos Group
CRON
$1.11B
$101K ﹤0.01%
36,493
– –
DAVA icon
2324
Endava
DAVA
$159M
$99.4K ﹤0.01%
+10,918
New +$136K
UDMY
2325
DELISTED
Udemy
UDMY
$97.5K ﹤0.01%
13,903
– –
91 92
93
94 95

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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.