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
IMNM icon
2951
Immunome
IMNM
$3.02B
– –
-21,154
Closed -$371K
INFA
2952
DELISTED
Informatica
INFA
– –
-33,720
Closed -$838K
INFY icon
2953
Infosys
INFY
$49.7B
– –
-155,779
Closed -$2.7M
INTC icon
2954
Intel
INTC
$531B
– –
-3,891,868
Closed -$147M
INTU icon
2955
Intuit
INTU
$93.2B
– –
-194,525
Closed -$129M
INVA icon
2956
Innoviva
INVA
$1.5B
– –
-38,297
Closed -$748K
IONS icon
2957
Ionis Pharmaceuticals
IONS
$9.26B
– –
-45,220
Closed -$3.4M
IONQ icon
2958
IonQ
IONQ
$18.5B
– –
-68,468
Closed -$3.84M
IPAR icon
2959
Interparfums
IPAR
$3.75B
– –
-3,767
Closed -$332K
IPG
2960
DELISTED
Interpublic Group of Companies
IPG
– –
-96,445
Closed -$2.69M
IQV icon
2961
IQVIA
IQV
$39.5B
– –
-120,090
Closed -$26.1M
IRMD icon
2962
iRadimed
IRMD
$1.12B
– –
-5,557
Closed -$477K
IRON icon
2963
Disc Medicine
IRON
$3.06B
– –
-2,988
Closed -$252K
IRT icon
2964
Independence Realty Trust
IRT
$4.03B
– –
-156,806
Closed -$2.6M
IRTC icon
2965
iRhythm Holdings
IRTC
$4.12B
– –
-9,049
Closed -$1.6M
ISRG icon
2966
Intuitive Surgical
ISRG
$142B
– –
-182,816
Closed -$97.3M
ITT icon
2967
ITT
ITT
$19.3B
– –
-47,144
Closed -$8.45M
IVR icon
2968
Invesco Mortgage Capital
IVR
$811M
– –
-30,923
Closed -$234K
IWM icon
2969
iShares Russell 2000 ETF
IWM
$82.4B
– –
-6,484
Closed -$1.59M
JBGS
2970
JBG SMITH
JBGS
$695M
– –
-50,230
Closed -$949K
JBBB icon
2971
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
– –
-11,555
Closed -$560K
JBLU icon
2972
JetBlue
JBLU
$2.21B
– –
-48,206
Closed -$220K
JBSS icon
2973
John B. Sanfilippo & Son
JBSS
$1.01B
– –
-1,420
Closed -$96.5K
JEF icon
2974
Jefferies Financial Group
JEF
$12.7B
– –
-30,057
Closed -$1.72M
JJSF icon
2975
J&J Snack Foods
JJSF
$1.7B
– –
-2,740
Closed -$248K
117 118
119
120 121

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.