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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
MCS icon
2326
Marcus Corp
MCS
$907M
$95.6K ﹤0.01%
6,164
– –
ARHS icon
2327
Arhaus
ARHS
$1.37B
$95.4K ﹤0.01%
8,979
– –
EQBK icon
2328
Equity Bancshares
EQBK
$1.05B
$95.1K ﹤0.01%
2,337
– –
RES icon
2329
RPC Inc
RES
$1.39B
$94.9K ﹤0.01%
19,944
– –
UHT
2330
Universal Health Realty Income Trust
UHT
$573M
$94.9K ﹤0.01%
2,423
– –
CODI icon
2331
Compass Diversified
CODI
$919M
$94.3K ﹤0.01%
14,244
– –
VTLE
2332
DELISTED
Vital Energy
VTLE
$94.1K ﹤0.01%
5,570
– –
VSTS icon
2333
Vestis
VSTS
$1.73B
$91.9K ﹤0.01%
20,284
– –
STGW icon
2334
Stagwell
STGW
$2.27B
$91.3K ﹤0.01%
16,214
– –
JBSS icon
2335
John B. Sanfilippo & Son
JBSS
$971M
$91.3K ﹤0.01%
1,420
– –
MCW
2336
DELISTED
Mister Car Wash
MCW
$89.5K ﹤0.01%
16,795
– –
FOR icon
2337
Forestar Group
FOR
$1.49B
$89.5K ﹤0.01%
3,366
– –
RDW icon
2338
Redwire
RDW
$3.36B
$88.8K ﹤0.01%
9,877
– –
SITC icon
2339
SITE Centers
SITC
$158M
$87.6K ﹤0.01%
9,718
– –
FIG
2340
Figma
FIG
$13.4B
$86K ﹤0.01%
+1,658
New +$114K
GRNT icon
2341
Granite Ridge Resources
GRNT
$681M
$85.9K ﹤0.01%
15,876
– –
OPK icon
2342
Opko Health
OPK
$1.04B
$85.5K ﹤0.01%
55,140
– –
CTOS icon
2343
Custom Truck One Source
CTOS
$2.45B
$83.5K ﹤0.01%
13,010
– –
ARVN icon
2344
Arvinas
ARVN
$586M
$82.1K ﹤0.01%
9,634
– –
CCO icon
2345
Clear Channel Outdoor Holdings
CCO
$1.23B
$79.8K ﹤0.01%
50,510
– –
GOLD
2346
Gold.com Inc
GOLD
$1.25B
$79.7K ﹤0.01%
3,080
– –
LIND icon
2347
Lindblad Expeditions
LIND
$2.15B
$79.6K ﹤0.01%
6,220
– –
NBR icon
2348
Nabors Industries
NBR
$1.31B
$78.8K ﹤0.01%
1,928
– –
VRTS icon
2349
Virtus Investment Partners
VRTS
$1.13B
$78.5K ﹤0.01%
413
– –
RDY icon
2350
Dr. Reddy's Laboratories
RDY
$10.4B
$78K ﹤0.01%
+5,581
New +$80.3K
92 93
94
95 96

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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.