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
NTRS icon
426
CALL
Northern Trust
NTRS
$34.7B
$13.7M 0.03%
+100,156
New +$13.2M
SUI icon
427
Sun Communities
SUI
$14.6B
$13.7M 0.03%
110,176
+1,317
+1% +$165K
LPLA icon
428
LPL Financial
LPLA
$29.3B
$13.5M 0.03%
37,804
-242
-0.6% -$85.6K
FICO icon
429
PUT
Fair Isaac
FICO
$22.8B
$13.4M 0.03%
+7,934
New +$13.7M
REG icon
430
CALL
Regency Centers
REG
$14B
$13.4M 0.03%
+193,744
New +$13.6M
BXP icon
431
CALL
Boston Properties
BXP
$11B
$13.4M 0.03%
+198,019
New +$14.1M
EL icon
432
Estee Lauder
EL
$31.7B
$13.3M 0.03%
127,419
+3,013
+2% +$292K
GIS icon
433
General Mills
GIS
$20.6B
$13.3M 0.03%
285,747
-16,939
-6% -$805K
ZWS icon
434
Zurn Elkay Water Solutions
ZWS
$8.4B
$13.3M 0.03%
285,796
-46,300
-14% -$2.17M
IMO icon
435
Imperial Oil
IMO
$63.5B
$13.3M 0.03%
153,539
+36,267
+31% +$3.3M
NXPI icon
436
NXP Semiconductors
NXPI
$58.7B
$13.1M 0.03%
60,564
-54,404
-47% -$11.7M
MAA icon
437
Mid-America Apartment Communities
MAA
$15.6B
$13.1M 0.03%
94,553
-53,552
-36% -$7.14M
KIM icon
438
CALL
Kimco Realty
KIM
$16.3B
$13M 0.03%
+642,975
New +$13.4M
NLY icon
439
CALL
Annaly Capital Management
NLY
$17.6B
$13M 0.03%
+580,438
New +$12.6M
NI icon
440
NiSource
NI
$20.2B
$13M 0.03%
310,490
– –
CHKP icon
441
CALL
Check Point Software Technologies
CHKP
$13.3B
$12.9M 0.03%
+69,662
New +$13.5M
CYBR
442
DELISTED
CyberArk
CYBR
$12.7M 0.03%
28,529
-3,407
-11% -$1.64M
AMCR icon
443
Amcor
AMCR
$21.5B
$12.7M 0.03%
304,178
+8,415
+3% +$347K
ITRI icon
444
Itron
ITRI
$4.43B
$12.6M 0.03%
135,660
-3,285
-2% -$358K
GWW icon
445
PUT
W.W. Grainger
GWW
$61.4B
$12.6M 0.03%
+12,458
New +$12.1M
GGG icon
446
Graco
GGG
$13.1B
$12.5M 0.03%
152,831
-10,989
-7% -$904K
KHC icon
447
Kraft Heinz
KHC
$29.7B
$12.5M 0.03%
513,991
+80,261
+19% +$2M
YUMC icon
448
Yum China
YUMC
$16.2B
$12.4M 0.03%
262,032
– –
CCJ icon
449
PUT
Cameco
CCJ
$42.6B
$12.4M 0.03%
+135,058
New +$12.2M
RPRX icon
450
Royalty Pharma
RPRX
$26.2B
$12.3M 0.03%
318,293
+219,479
+222% +$8.37M
16 17
18
19 20

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.