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
L icon
401
CALL
Loews
L
$23.1B
$15.6M 0.03%
+148,560
New +$15.3M
WDC icon
402
Western Digital
WDC
$164B
$15.5M 0.03%
89,997
-2,079
-2% -$315K
STX icon
403
Seagate
STX
$201B
$15.5M 0.03%
56,229
+911
+2% +$236K
VMI icon
404
Valmont Industries
VMI
$9.54B
$15.5M 0.03%
38,478
-12,183
-24% -$4.96M
TRMB icon
405
Trimble
TRMB
$13.1B
$15.4M 0.03%
196,321
-76,777
-28% -$6.12M
MLI icon
406
Mueller Industries
MLI
$14.9B
$15.2M 0.03%
264,226
+194,732
+280% +$10.5M
CVNA icon
407
Carvana
CVNA
$81.3B
$15.2M 0.03%
179,495
+27,560
+18% +$2.05M
WEC icon
408
WEC Energy
WEC
$35.7B
$15M 0.03%
142,526
+43,999
+45% +$4.87M
DLTR icon
409
Dollar Tree
DLTR
$25.3B
$15M 0.03%
121,537
-70,937
-37% -$7.6M
ARES icon
410
CALL
Ares Management
ARES
$32.7B
$14.8M 0.03%
+91,686
New +$14.3M
AMH icon
411
CALL
American Homes 4 Rent
AMH
$12.3B
$14.8M 0.03%
+459,654
New +$14.7M
HTHT icon
412
PUT
Huazhu Hotels Group
HTHT
$12.7B
$14.7M 0.03%
+312,384
New +$13.5M
CINF icon
413
Cincinnati Financial
CINF
$26.6B
$14.7M 0.03%
89,916
+49,049
+120% +$7.94M
OXY icon
414
CALL
Occidental Petroleum
OXY
$57.3B
$14.7M 0.03%
+357,109
New +$14.9M
VST icon
415
Vistra
VST
$48.8B
$14.6M 0.03%
90,728
+5,041
+6% +$918K
ROST icon
416
PUT
Ross Stores
ROST
$79.2B
$14.6M 0.03%
+81,167
New +$13.5M
AZO icon
417
AutoZone
AZO
$50.5B
$14.3M 0.03%
4,227
-1,934
-31% -$7.31M
OHI icon
418
PUT
Omega Healthcare
OHI
$14B
$14.2M 0.03%
+321,275
New +$13.8M
NU icon
419
Nu Holdings
NU
$67.3B
$14.2M 0.03%
850,924
+31,809
+4% +$511K
EIX icon
420
CALL
Edison International
EIX
$27.2B
$14.1M 0.03%
+235,106
New +$13.5M
CLS icon
421
CALL
Celestica
CLS
$43.9B
$14M 0.03%
+47,523
New +$14.3M
DGX icon
422
Quest Diagnostics
DGX
$26.3B
$14M 0.03%
80,779
+44,780
+124% +$8.15M
MLM icon
423
Martin Marietta Materials
MLM
$33B
$13.9M 0.03%
22,300
+1,302
+6% +$810K
NBIX icon
424
Neurocrine Biosciences
NBIX
$15.4B
$13.8M 0.03%
97,450
+30,081
+45% +$4.36M
PODD icon
425
PUT
Insulet
PODD
$10.1B
$13.8M 0.03%
+48,416
New +$15.1M
15 16
17
18 19

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.