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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
TGT icon
276
Target
TGT
$69.9B
$25.1M 0.05%
256,888
+7,916
+3% +$730K
EXR icon
277
Extra Space Storage
EXR
$31B
$25M 0.05%
192,005
-1,926
-1% -$263K
MRVL icon
278
PUT
Marvell Technology
MRVL
$195B
$24.8M 0.05%
+292,392
New +$25.6M
PFG icon
279
Principal Financial Group
PFG
$24.4B
$24.8M 0.05%
280,919
+26,021
+10% +$2.2M
AWK icon
280
CALL
American Water Works
AWK
$26.8B
$24.7M 0.05%
+189,078
New +$25.3M
KMB icon
281
CALL
Kimberly-Clark
KMB
$36.2B
$24.6M 0.05%
+243,700
New +$26.7M
TRI icon
282
Thomson Reuters
TRI
$44.5B
$24.5M 0.05%
182,560
+141,155
+341% +$20.4M
CBRE icon
283
CBRE Group
CBRE
$42.7B
$24.4M 0.05%
151,449
-37,364
-20% -$5.87M
KMI icon
284
Kinder Morgan
KMI
$70.7B
$24.2M 0.05%
880,250
+402,511
+84% +$10.9M
CNI icon
285
Canadian National Railway
CNI
$76.4B
$24.1M 0.05%
243,701
-98,904
-29% -$9.51M
AU icon
286
CALL
AngloGold Ashanti
AU
$49.5B
$23.9M 0.05%
+279,698
New +$21.8M
DHI icon
287
CALL
D.R. Horton
DHI
$40.8B
$23.8M 0.05%
+165,456
New +$25.2M
FOXA icon
288
Fox Class A
FOXA
$26.5B
$23.7M 0.05%
324,387
-519,020
-62% -$33.9M
FCX icon
289
Freeport-McMoran
FCX
$96.9B
$23.6M 0.05%
464,272
-308,485
-40% -$13.4M
DASH icon
290
DoorDash
DASH
$92.1B
$23.6M 0.05%
104,002
-50,002
-32% -$11.7M
TYL icon
291
Tyler Technologies
TYL
$13B
$23.5M 0.05%
51,877
+11
+0% +$5.24K
FERG icon
292
Ferguson
FERG
$47.4B
$23.4M 0.05%
105,327
-217
-0.2% -$51.8K
AME icon
293
PUT
Ametek
AME
$59.3B
$23.4M 0.05%
+114,167
New +$22.2M
WAT icon
294
Waters Corp
WAT
$40.9B
$23.4M 0.05%
61,588
+3,287
+6% +$1.21M
VLTO icon
295
Veralto
VLTO
$23.6B
$23.3M 0.05%
233,432
-20,725
-8% -$2.1M
F icon
296
Ford
F
$55.1B
$23.2M 0.05%
1,769,180
+481,625
+37% +$6.21M
SOFI icon
297
SoFi Technologies
SOFI
$23.2B
$23.1M 0.05%
884,085
+610,897
+224% +$17M
IDXX icon
298
Idexx Laboratories
IDXX
$45B
$23.1M 0.05%
34,156
+11,738
+52% +$7.99M
DD icon
299
DuPont de Nemours
DD
$19.5B
$23M 0.05%
190,559
+39,638
+26% +$4.46M
CARR icon
300
Carrier Global
CARR
$52B
$22.9M 0.05%
433,743
+72,889
+20% +$4.05M
10 11
12
13 14

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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.