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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
MCW
3051
DELISTED
Mister Car Wash
MCW
– –
-16,795
Closed -$88.4K
MCY icon
3052
Mercury Insurance
MCY
$5.83B
– –
-5,285
Closed -$458K
MDB icon
3053
MongoDB
MDB
$36.4B
– –
-19,612
Closed -$7.14M
MDXG icon
3054
MiMedx Group
MDXG
$619M
– –
-39,713
Closed -$278K
ONT
3055
Onterris Inc
ONT
$580M
– –
-10,286
Closed -$272K
MEOH icon
3056
Methanex
MEOH
$4.26B
– –
-20,275
Closed -$754K
MESO
3057
Mesoblast
MESO
$2.14B
– –
-384
Closed -$6.61K
META icon
3058
Meta Platforms (Facebook)
META
$1.49T
– –
-1,084,925
Closed -$724M
MFA
3059
MFA Financial
MFA
$939M
– –
-17,340
Closed -$161K
MGM icon
3060
MGM Resorts International
MGM
$11.1B
– –
-42,631
Closed -$1.45M
MHK icon
3061
Mohawk Industries
MHK
$9.43B
– –
-14,582
Closed -$1.67M
MIDD icon
3062
Middleby
MIDD
$5.27B
– –
-15,899
Closed -$2.09M
MIRM icon
3063
Mirum Pharmaceuticals
MIRM
$6.06B
– –
-12,115
Closed -$870K
MKC icon
3064
McCormick & Company Non-Voting
MKC
$14.6B
– –
-127,914
Closed -$8.5M
MKL icon
3065
Markel Group
MKL
$22.7B
– –
-2,900
Closed -$5.88M
MKSI icon
3066
MKS Inc
MKSI
$21.2B
– –
-19,191
Closed -$2.85M
MLNK
3067
DELISTED
MeridianLink
MLNK
– –
-13,911
Closed -$277K
MLR icon
3068
Miller Industries
MLR
$635M
– –
-3,945
Closed -$159K
MNTK icon
3069
Montauk Renewables
MNTK
$268M
– –
-8,835
Closed -$17K
MO icon
3070
Altria Group
MO
$110B
– –
-836,377
Closed -$50.5M
MOH icon
3071
Molina Healthcare
MOH
$10.8B
– –
-13,668
Closed -$2.25M
MORN icon
3072
Morningstar
MORN
$7.4B
– –
-7,674
Closed -$1.66M
MPC icon
3073
Marathon Petroleum
MPC
$98.4B
– –
-180,563
Closed -$33.8M
MPWR icon
3074
Monolithic Power Systems
MPWR
$69.3B
– –
-65,413
Closed -$62.9M
MRC
3075
DELISTED
MRC Global
MRC
– –
-43,109
Closed -$622K
121 122
123
124 125

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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.