Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $40.9B
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.9B
AUM Growth
+$6.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,675
New
Increased
Reduced
Closed

Top Buys

1
+$452M
2
+$177M
3
+$170M
4
MSFT icon
Microsoft
MSFT
+$170M
5
UBS icon
UBS Group
UBS
+$134M

Top Sells

1
+$112M
2
+$93.4M
3
+$65.5M
4
DIS icon
Walt Disney
DIS
+$60.1M
5
VZ icon
Verizon
VZ
+$53.2M

Sector Composition

1 Technology 31.19%
2 Financials 17.34%
3 Healthcare 10.51%
4 Consumer Discretionary 9.61%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.38T
$2.56B 6.27%
16,225,129
+1,121,619
MSFT icon
2
Microsoft
MSFT
$3.82T
$2.28B 5.57%
4,576,469
+341,744
UBS icon
3
UBS Group
UBS
$124B
$2.01B 4.91%
59,561,637
+3,975,405
AAPL icon
4
Apple
AAPL
$3.7T
$1.88B 4.6%
9,174,813
+829,360
AMZN icon
5
Amazon
AMZN
$2.3T
$1.35B 3.29%
6,131,509
-74,266
AVGO icon
6
Broadcom
AVGO
$1.66T
$867M 2.12%
3,144,625
+165,929
META icon
7
Meta Platforms (Facebook)
META
$1.8T
$831M 2.03%
1,126,107
+25,706
ALC icon
8
Alcon
ALC
$36.6B
$806M 1.97%
9,142,139
+628,338
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.04T
$735M 1.8%
4,170,272
+6,555
TSLA icon
10
Tesla
TSLA
$1.45T
$555M 1.36%
1,746,823
+56,620
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.04T
$525M 1.28%
2,961,099
-198,226
V icon
12
Visa
V
$671B
$486M 1.19%
1,368,307
+131,166
JPM icon
13
JPMorgan Chase
JPM
$832B
$477M 1.17%
1,644,216
-63,378
AMRZ
14
Amrize Ltd
AMRZ
$26.8B
$452M 1.11%
+9,097,290
LLY icon
15
Eli Lilly
LLY
$741B
$444M 1.09%
569,562
+27,694
WMT icon
16
Walmart
WMT
$869B
$319M 0.78%
3,265,423
+1,078,482
MA icon
17
Mastercard
MA
$513B
$270M 0.66%
481,294
-81,336
CRM icon
18
Salesforce
CRM
$225B
$240M 0.59%
881,237
+50,477
XOM icon
19
Exxon Mobil
XOM
$476B
$237M 0.58%
2,202,820
-19,390
LOGI icon
20
Logitech
LOGI
$16B
$228M 0.56%
2,535,873
-66,044
HD icon
21
Home Depot
HD
$387B
$226M 0.55%
615,537
+148,947
PG icon
22
Procter & Gamble
PG
$345B
$225M 0.55%
1,412,693
-410,867
JNJ icon
23
Johnson & Johnson
JNJ
$460B
$216M 0.53%
1,416,721
+106,239
CSCO icon
24
Cisco
CSCO
$275B
$213M 0.52%
3,067,224
-244,805
COST icon
25
Costco
COST
$423B
$212M 0.52%
213,884
+15,492
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