We are live on ! Find out more
Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+3%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
AUM
$46.3B
AUM Growth
+$2.8B
Cap. Flow
+$1.44B
Cap. Flow %
3.1%
Top 10 Hldgs %
35.87%
Holding
3,489
New
940
Increased
829
Reduced
338
Closed
954

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$231M
2
NVDA icon
NVIDIA
NVDA
+$124M
3
TTE icon
TotalEnergies
TTE
+$102M
4
MU icon
Micron Technology
MU
+$92M
5
MA icon
Mastercard
MA
+$75.8M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$2.13B
2
AMZN icon
Amazon
AMZN
+$1.34B
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.21B
4
META icon
Meta Platforms (Facebook)
META
+$724M
5
LLY icon
Eli Lilly
LLY
+$524M

Sector Composition

Rank Sector Weight
1 Technology 26.02%
2 Financials 7.49%
3 Healthcare 6.28%
4 Industrials 5.67%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLVT icon
2701
Clarivate
CLVT
$1.25B
– –
-86,918
Closed -$309K
CLX icon
2702
Clorox
CLX
$12.9B
– –
-56,112
Closed -$6.09M
CM icon
2703
Canadian Imperial Bank of Commerce
CM
$112B
– –
-1,619,224
Closed -$139M
CMC icon
2704
Commercial Metals
CMC
$7.98B
– –
-30,684
Closed -$1.92M
CMI icon
2705
Cummins
CMI
$87B
– –
-134,335
Closed -$62.8M
GPGI
2706
GPGI Inc
GPGI
$3.75B
– –
-8,803
Closed -$176K
CMPR icon
2707
Cimpress
CMPR
$2.37B
– –
-3,918
Closed -$266K
CNMD icon
2708
CONMED
CNMD
$1.49B
– –
-7,869
Closed -$342K
CNO icon
2709
CNO Financial Group
CNO
$5.07B
– –
-24,068
Closed -$981K
CNP icon
2710
CenterPoint Energy
CNP
$26.7B
– –
-157,408
Closed -$6.14M
CNS icon
2711
Cohen & Steers
CNS
$4.4B
– –
-5,609
Closed -$365K
CNTA
2712
DELISTED
Centessa Pharmaceuticals
CNTA
– –
-481
Closed -$12.2K
CNX icon
2713
CNX Resources
CNX
$5.23B
– –
-41,814
Closed -$1.5M
COKE icon
2714
Coca-Cola Consolidated
COKE
$12.7B
– –
-15,758
Closed -$2.31M
COLD icon
2715
Americold
COLD
$4.32B
– –
-194,885
Closed -$2.39M
COLL icon
2716
Collegium Pharmaceutical
COLL
$913M
– –
-11,470
Closed -$480K
COLM icon
2717
Columbia Sportswear
COLM
$2.96B
– –
-9,408
Closed -$503K
VISN
2718
Vistance Networks Inc
VISN
$2.62B
– –
-63,553
Closed -$1.1M
COOP
2719
DELISTED
Mr. Cooper
COOP
– –
-12,153
Closed -$2.56M
COP icon
2720
ConocoPhillips
COP
$150B
– –
-666,935
Closed -$60.3M
COR icon
2721
Cencora
COR
$59.2B
– –
-110,284
Closed -$37.6M
CORT icon
2722
Corcept Therapeutics
CORT
$11.9B
– –
-19,211
Closed -$1.51M
COUR icon
2723
Coursera
COUR
$1.53B
– –
-55,807
Closed -$486K
COST icon
2724
Costco
COST
$427B
– –
-214,218
Closed -$194M
CP icon
2725
Canadian Pacific Kansas City
CP
$82.6B
– –
-362,310
Closed -$26.7M
107 108
109
110 111

Similar funds

Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Zurich Cantonal Bank's Q4 2025 Portfolio in Review

As of Q4 2025, Zurich Cantonal Bank held 3,489 positions worth $46.3B, up 6.4% from $43.5B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Zurich Cantonal Bank deployed $1.44B of net new capital in Q4 2025, opening 940 new positions and adding to 829 existing holdings. Its largest new stake was Qnity Electronics Inc: 50,372 shares worth $4.11M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Home Depot, an estimated $154M trimmed.

  • Zurich Cantonal Bank's largest Q4 2025 buy was Qnity Electronics Inc: 50,372 shares worth $4.11M.
  • Zurich Cantonal Bank added most to Microsoft in Q4 2025, an estimated $231M increase.
  • Zurich Cantonal Bank's biggest Q4 2025 reduction was Home Depot, cutting an estimated $154M.
  • Zurich Cantonal Bank fully exited UBS Group in Q4 2025, selling an estimated $2.13B.
  • Zurich Cantonal Bank's ten largest holdings make up 36% of its $46.3B portfolio in Q4 2025.
  • Zurich Cantonal Bank opened 940 new positions and closed 954 in Q4 2025.
  • Zurich Cantonal Bank's portfolio value rose 6.4% quarter-over-quarter to $46.3B.

Based on Zurich Cantonal Bank's 13F filing for Q4 2025, filed 27 Jan 2026.