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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
KRC icon
3001
Kilroy Realty
KRC
$4.3B
– –
-72,314
Closed -$2.96M
KRP icon
3002
Kimbell Royalty Partners
KRP
$1.51B
– –
-16,194
Closed -$207K
KTB icon
3003
Kontoor Brands
KTB
$4.59B
– –
-15,592
Closed -$1.16M
KTOS icon
3004
Kratos Defense & Security Solutions
KTOS
$11.8B
– –
-37,306
Closed -$3.05M
KYMR icon
3005
Kymera Therapeutics
KYMR
$9.49B
– –
-14,842
Closed -$1M
L icon
3006
Loews
L
$23.1B
– –
-37,659
Closed -$3.89M
LASR icon
3007
nLIGHT
LASR
$2.97B
– –
-8,561
Closed -$286K
LBTYA icon
3008
Liberty Global Class A
LBTYA
$3.53B
– –
-54,445
Closed -$603K
LBRT icon
3009
Liberty Energy
LBRT
$3.47B
– –
-27,900
Closed -$466K
HAPN
3010
Happen Inc
HAPN
$2.27B
– –
-44,367
Closed -$784K
LDOS icon
3011
Leidos
LDOS
$17.8B
– –
-34,546
Closed -$6.54M
LECO icon
3012
Lincoln Electric
LECO
$15.3B
– –
-15,569
Closed -$3.69M
LEGH icon
3013
Legacy Housing
LEGH
$688M
– –
-5,873
Closed -$126K
LEVI icon
3014
Levi Strauss
LEVI
$8.65B
– –
-27,228
Closed -$587K
LFST icon
3015
Lifestance Health
LFST
$4.61B
– –
-26,218
Closed -$158K
LIND icon
3016
Lindblad Expeditions
LIND
$2.26B
– –
-6,220
Closed -$78.4K
LIVN icon
3017
LivaNova
LIVN
$4.49B
– –
-15,922
Closed -$910K
LLY icon
3018
Eli Lilly
LLY
$1.08T
– –
-548,339
Closed -$524M
LLYVK icon
3019
Liberty Live Group Series C
LLYVK
$9.93B
– –
-13,136
Closed -$1.13M
LMNR icon
3020
Limoneira
LMNR
$253M
– –
-484
Closed -$6.83K
LNG icon
3021
Cheniere Energy
LNG
$55.5B
– –
-60,789
Closed -$12.8M
LNN icon
3022
Lindsay Corp
LNN
$1.15B
– –
-52,807
Closed -$6.36M
LNT icon
3023
Alliant Energy
LNT
$18.3B
– –
-74,967
Closed -$5.02M
LNW
3024
DELISTED
Light & Wonder
LNW
– –
-24,645
Closed -$2.07M
LOW icon
3025
Lowe's Companies
LOW
$122B
– –
-221,172
Closed -$53.1M
119 120
121
122 123

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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.