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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
NVDA icon
1
NVIDIA
NVDA
$4.76T
$2.95B 6.78%
15,832,905
-392,224
-2% -$68.4M
AAPL icon
2
Apple
AAPL
$4.95T
$2.33B 5.35%
9,140,454
-34,359
-0.4% -$7.76M
MSFT icon
3
Microsoft
MSFT
$2.89T
$2.27B 5.21%
4,383,892
-192,577
-4% -$98.2M
UBS icon
4
UBS Group
UBS
$172B
$2.16B 4.95%
52,794,518
-6,767,119
-11% -$263M
AMZN icon
5
Amazon
AMZN
$2.49T
$1.29B 2.96%
5,868,928
-262,581
-4% -$59.4M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.99T
$1.03B 2.36%
4,227,032
+56,760
+1% +$11.9M
AVGO icon
7
Broadcom
AVGO
$1.82T
$1.01B 2.32%
3,062,425
-82,200
-3% -$25.2M
TSLA icon
8
Tesla
TSLA
$1.22T
$926M 2.13%
2,083,314
+336,491
+19% +$117M
META icon
9
Meta Platforms (Facebook)
META
$1.51T
$797M 1.83%
1,084,925
-41,182
-4% -$30.7M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.99T
$684M 1.57%
2,809,004
-152,095
-5% -$32M
ALC icon
11
Alcon
ALC
$32.8B
$633M 1.45%
8,493,154
-648,985
-7% -$54.2M
JPM icon
12
JPMorgan Chase
JPM
$947B
$532M 1.22%
1,685,606
+41,390
+3% +$12.3M
AMRZ
13
Amrize Ltd
AMRZ
$27.7B
$459M 1.05%
9,518,018
+420,728
+5% +$21.5M
V icon
14
Visa
V
$689B
$439M 1.01%
1,286,013
-82,294
-6% -$28.5M
LLY icon
15
Eli Lilly
LLY
$1.07T
$418M 0.96%
548,339
-21,223
-4% -$15.8M
BAC icon
16
Bank of America
BAC
$436B
$363M 0.83%
7,045,273
+3,530,295
+100% +$172M
WMT icon
17
Walmart Inc
WMT
$889B
$339M 0.78%
3,284,688
+19,265
+0.6% +$1.92M
ORCL icon
18
Oracle
ORCL
$345B
$313M 0.72%
1,112,633
+237,715
+27% +$60.5M
LOGI icon
19
Logitech
LOGI
$15.5B
$298M 0.68%
2,727,701
+191,828
+8% +$19.3M
HD icon
20
Home Depot
HD
$335B
$285M 0.66%
704,251
+88,714
+14% +$34.9M
MA icon
21
Mastercard
MA
$487B
$284M 0.65%
498,871
+17,577
+4% +$10.1M
JNJ icon
22
Johnson & Johnson
JNJ
$641B
$257M 0.59%
1,383,802
-32,919
-2% -$5.64M
XOM icon
23
ExxonMobil
XOM
$642B
$243M 0.56%
2,154,837
-47,983
-2% -$5.33M
ABBV icon
24
AbbVie
ABBV
$454B
$215M 0.49%
928,888
-26,271
-3% -$5.35M
COST icon
25
Costco
COST
$422B
$198M 0.46%
214,218
+334
+0.2% +$320K
1
2 3 4 5

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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.