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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
KIDS icon
2376
OrthoPediatrics
KIDS
$622M
$61.9K ﹤0.01%
3,341
– –
SEMR
2377
DELISTED
Semrush
SEMR
$61.9K ﹤0.01%
8,744
– –
ARDT
2378
Ardent Health
ARDT
$1.58B
$61K ﹤0.01%
+4,600
New +$57.5K
AVBP icon
2379
ArriVent BioPharma
AVBP
$1.46B
$60.1K ﹤0.01%
3,258
+2,849
+697% +$56K
EU
2380
enCore Energy
EU
$268M
$58.6K ﹤0.01%
18,154
– –
CENT icon
2381
Central Garden & Pet Co
CENT
$2.74B
$56.3K ﹤0.01%
1,723
– –
AGL icon
2382
Agilon Health
AGL
$1.58B
$56.2K ﹤0.01%
2,184
– –
BHP icon
2383
BHP
BHP
$229B
$56K ﹤0.01%
1,005
+36
+4% +$1.92K
TH icon
2384
Target Hospitality
TH
$1.67B
$55.4K ﹤0.01%
6,529
– –
KALV
2385
DELISTED
KalVista Pharmaceuticals
KALV
$55.4K ﹤0.01%
+4,545
New +$62.8K
FLY
2386
Firefly Aerospace
FLY
$4.24B
$55.4K ﹤0.01%
+1,888
New +$84.9K
PGC icon
2387
Peapack-Gladstone Financial
PGC
$803M
$54.5K ﹤0.01%
1,974
– –
GSK icon
2388
GSK
GSK
$103B
$54.1K ﹤0.01%
+1,253
New +$48.9K
DNA icon
2389
Ginkgo Bioworks
DNA
$502M
$53.9K ﹤0.01%
3,700
– –
CRCT icon
2390
Cricut
CRCT
$1.25B
$53.6K ﹤0.01%
8,515
– –
DTCR icon
2391
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.13B
$50.7K ﹤0.01%
2,499
-16,706
-87% -$320K
HPK icon
2392
HighPeak Energy
HPK
$1.06B
$48.8K ﹤0.01%
6,896
– –
PUBM icon
2393
PubMatic
PUBM
$807M
$48.5K ﹤0.01%
5,852
– –
ISOU
2394
IsoEnergy Ltd
ISOU
$713M
$48K ﹤0.01%
4,766
– –
KLC
2395
KinderCare Learning Companies
KLC
$579M
$47.8K ﹤0.01%
7,197
– –
NFE icon
2396
New Fortress Energy
NFE
$94.6M
$47.1K ﹤0.01%
21,310
– –
REPL icon
2397
Replimune Group
REPL
$1.18B
$46.2K ﹤0.01%
11,029
-280
-2% -$1.79K
CGEM icon
2398
Cullinan Oncology
CGEM
$1.23B
$45.3K ﹤0.01%
7,641
– –
ARKO icon
2399
ARKO Corp
ARKO
$501M
$44K ﹤0.01%
9,620
– –
TCOM icon
2400
Trip.com Group
TCOM
$29.2B
$43.3K ﹤0.01%
576
-439
-43% -$29.3K
94 95
96
97 98

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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.