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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
CMG icon
301
Chipotle Mexican Grill
CMG
$41.3B
$22.9M 0.05%
619,386
-27,147
-4% -$982K
STZ icon
302
Constellation Brands
STZ
$22.9B
$22.9M 0.05%
166,050
-27,474
-14% -$3.77M
FER icon
303
PUT
Ferrovial N.V. Ordinary Shares
FER
$47.5B
$22.9M 0.05%
+354,928
New +$22.5M
TEAM icon
304
CALL
Atlassian
TEAM
$39.4B
$22.6M 0.05%
+139,400
New +$21.9M
HSY icon
305
Hershey
HSY
$37B
$22.5M 0.05%
123,814
+48,962
+65% +$8.95M
STN icon
306
Stantec
STN
$8.47B
$22.5M 0.05%
238,298
-125,083
-34% -$12.9M
APD icon
307
Air Products & Chemicals
APD
$67.7B
$22.4M 0.05%
90,649
-3,349
-4% -$849K
TTD icon
308
Trade Desk
TTD
$6.34B
$22.3M 0.05%
588,250
+412,842
+235% +$18.3M
GD icon
309
General Dynamics
GD
$107B
$22.3M 0.05%
66,291
+1,028
+2% +$351K
PSX icon
310
PUT
Phillips 66
PSX
$90B
$22.3M 0.05%
+172,691
New +$23.2M
LNG icon
311
PUT
Cheniere Energy
LNG
$55.4B
$22.1M 0.05%
+113,936
New +$23.9M
EG icon
312
PUT
Everest Group
EG
$13.9B
$22M 0.05%
+64,895
New +$21.4M
FISV
313
Fiserv Inc
FISV
$27.4B
$21.8M 0.05%
324,048
-257,259
-44% -$21.5M
CBOE icon
314
PUT
Cboe Global Markets
CBOE
$30.4B
$21.7M 0.05%
+86,384
New +$21.5M
HUM icon
315
Humana
HUM
$46.7B
$21.7M 0.05%
84,695
+30,402
+56% +$7.97M
WAB icon
316
Wabtec
WAB
$49.9B
$21.7M 0.05%
101,594
+5,967
+6% +$1.23M
MET icon
317
MetLife
MET
$61.4B
$21.6M 0.05%
273,810
-88,342
-24% -$6.99M
WSM icon
318
Williams-Sonoma
WSM
$28.9B
$21.6M 0.05%
120,824
-623
-0.5% -$117K
NTNX icon
319
Nutanix
NTNX
$17.5B
$21.5M 0.05%
415,906
+27,645
+7% +$1.69M
AVB icon
320
CALL
AvalonBay Communities
AVB
$25.7B
$21.3M 0.05%
+117,724
New +$21.4M
PNC icon
321
CALL
PNC Financial Services
PNC
$102B
$21.3M 0.05%
+102,244
New +$19.7M
VICI icon
322
VICI Properties
VICI
$28.7B
$21.3M 0.05%
756,081
-432,117
-36% -$12.8M
FTV icon
323
Fortive
FTV
$18.6B
$21.2M 0.05%
383,839
-11,611
-3% -$603K
OTIS icon
324
Otis Worldwide
OTIS
$28.2B
$21M 0.05%
239,993
+73,609
+44% +$6.59M
HOOD icon
325
Robinhood
HOOD
$85.3B
$20.9M 0.05%
184,732
-259,016
-58% -$33.7M
11 12
13
14 15

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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.