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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
CASS icon
2351
Cass Information Systems
CASS
$741M
$77.6K ﹤0.01%
1,972
– –
CHCT
2352
Community Healthcare Trust
CHCT
$434M
$75.3K ﹤0.01%
4,921
– –
CBL
2353
CBL Properties
CBL
$1.73B
$75.2K ﹤0.01%
2,459
– –
MGIC
2354
DELISTED
Magic Software Enterprises
MGIC
$75.1K ﹤0.01%
3,679
– –
SHCO
2355
DELISTED
Soho House & Co
SHCO
$75.1K ﹤0.01%
8,483
– –
ASPN icon
2356
Aspen Aerogels
ASPN
$506M
$74.5K ﹤0.01%
10,703
– –
IOVA icon
2357
Iovance Biotherapeutics
IOVA
$2.89B
$73.6K ﹤0.01%
33,922
-21,336
-39% -$50.4K
SBGI icon
2358
Sinclair Inc
SBGI
$960M
$72.9K ﹤0.01%
4,831
– –
VTOL icon
2359
Bristow Group
VTOL
$1.37B
$70.8K ﹤0.01%
1,961
– –
HGTY icon
2360
Hagerty
HGTY
$1.33B
$70.4K ﹤0.01%
5,847
– –
ASTL icon
2361
Algoma Steel
ASTL
$475M
$68.7K ﹤0.01%
19,329
– –
CRSR icon
2362
Corsair Gaming
CRSR
$1.41B
$68.2K ﹤0.01%
7,644
– –
FIP icon
2363
FTAI Infrastructure
FIP
$527M
$67.8K ﹤0.01%
15,558
– –
GDRX icon
2364
GoodRx Holdings
GDRX
$1.29B
$67.7K ﹤0.01%
16,006
– –
GSBC icon
2365
Great Southern Bancorp
GSBC
$876M
$67.7K ﹤0.01%
1,105
– –
NOA
2366
North American Construction
NOA
$413M
$66.9K ﹤0.01%
4,711
– –
CRNT icon
2367
Ceragon Networks
CRNT
$197M
$65.5K ﹤0.01%
28,091
-1,440
-5% -$3.17K
LAB icon
2368
Standard BioTools
LAB
$310M
$65.4K ﹤0.01%
50,330
– –
WRLD icon
2369
World Acceptance Corp
WRLD
$869M
$65.3K ﹤0.01%
386
– –
RIO icon
2370
Rio Tinto
RIO
$164B
$65.3K ﹤0.01%
989
+26
+3% +$1.61K
DGICA icon
2371
Donegal Group Class A
DGICA
$695M
$64.5K ﹤0.01%
3,325
– –
URNM icon
2372
Sprott Uranium Miners ETF
URNM
$2.02B
$63.9K ﹤0.01%
1,056
– –
MCBS icon
2373
MetroCity Bankshares
MCBS
$1.03B
$62.6K ﹤0.01%
2,259
– –
CSIQ icon
2374
Canadian Solar
CSIQ
$1.08B
$62.5K ﹤0.01%
4,796
+312
+7% +$3.73K
HTLD icon
2375
Heartland Express
HTLD
$913M
$62.4K ﹤0.01%
7,449
– –
93 94
95
96 97

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TI
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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.