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
RKLB icon
326
CALL
Rocket Lab Corp
RKLB
$51.9B
$20.8M 0.04%
+297,636
New +$17.1M
AER icon
327
PUT
AerCap
AER
$23.6B
$20.8M 0.04%
+144,356
New +$19.1M
NSC icon
328
Norfolk Southern
NSC
$75.3B
$20.7M 0.04%
71,717
+17,273
+32% +$5M
NTAP icon
329
PUT
NetApp
NTAP
$39.6B
$20.6M 0.04%
+192,721
New +$22M
INCY icon
330
Incyte
INCY
$24.5B
$20.6M 0.04%
208,927
+84,224
+68% +$8.15M
GEN icon
331
PUT
Gen Digital
GEN
$17.1B
$20.5M 0.04%
+754,829
New +$20.3M
WPC icon
332
W.P. Carey
WPC
$16.1B
$20.5M 0.04%
318,588
+6,747
+2% +$449K
ES icon
333
Eversource Energy
ES
$26.9B
$20.4M 0.04%
302,978
+15,397
+5% +$1.08M
LULU icon
334
lululemon athletica
LULU
$13.7B
$20.3M 0.04%
97,915
+43,548
+80% +$7.89M
CFG icon
335
PUT
Citizens Financial Group
CFG
$31.1B
$20.3M 0.04%
+347,427
New +$18.7M
PEG icon
336
Public Service Enterprise Group
PEG
$37.8B
$20.2M 0.04%
251,921
+2,951
+1% +$241K
IEX icon
337
PUT
IDEX
IEX
$17.7B
$20.2M 0.04%
+113,410
New +$19.4M
ALLE icon
338
Allegion
ALLE
$14.1B
$20.2M 0.04%
126,614
+13,110
+12% +$2.19M
PAYX icon
339
Paychex
PAYX
$42.8B
$20M 0.04%
178,571
+39,904
+29% +$4.67M
NDAQ icon
340
PUT
Nasdaq
NDAQ
$53.5B
$20M 0.04%
+206,162
New +$18.5M
CCL icon
341
Carnival Corporation Ltd
CCL
$37.9B
$20M 0.04%
654,946
+59,383
+10% +$1.66M
ROP icon
342
PUT
Roper Technologies
ROP
$39.1B
$20M 0.04%
+44,839
New +$20.8M
STLA icon
343
PUT
Stellantis
STLA
$20.2B
$19.9M 0.04%
+1,803,310
New +$19.4M
TME icon
344
Tencent Music
TME
$13.9B
$19.8M 0.04%
1,130,608
+910,767
+414% +$18.5M
TSCO icon
345
Tractor Supply
TSCO
$19B
$19.8M 0.04%
396,045
+44,825
+13% +$2.41M
WTS icon
346
Watts Water Technologies
WTS
$12.9B
$19.8M 0.04%
71,561
-9,645
-12% -$2.66M
WMS icon
347
PUT
Advanced Drainage Systems
WMS
$10.6B
$19.7M 0.04%
+136,270
New +$19.7M
WTW icon
348
PUT
Willis Towers Watson
WTW
$31.6B
$19.7M 0.04%
+59,916
New +$19.6M
LHX icon
349
L3Harris
LHX
$54.1B
$19.5M 0.04%
66,311
+68
+0.1% +$19.7K
FLUT icon
350
Flutter Entertainment
FLUT
$17B
$19.4M 0.04%
89,537
– –
12 13
14
15 16

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.