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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
DOCU
476
DocuSign
DOCU
$11.1B
$10.8M 0.02%
157,275
+42,931
+38% +$2.97M
IFF icon
477
PUT
International Flavors & Fragrances
IFF
$21.4B
$10.7M 0.02%
+159,021
New +$10.3M
MSTR icon
478
PUT
Strategy Inc
MSTR
$37.6B
$10.7M 0.02%
+70,387
New +$16.2M
PRU icon
479
Prudential Financial
PRU
$42.6B
$10.7M 0.02%
94,696
-9,726
-9% -$1.04M
CW icon
480
Curtiss-Wright
CW
$25.5B
$10.6M 0.02%
19,257
+9,717
+102% +$5.42M
DXCM icon
481
PUT
DexCom
DXCM
$34.2B
$10.5M 0.02%
+158,773
New +$10.3M
MAS icon
482
Masco
MAS
$14.8B
$10.5M 0.02%
165,623
-24,141
-13% -$1.57M
EXPD icon
483
Expeditors International
EXPD
$24B
$10.5M 0.02%
70,509
+39,658
+129% +$5.4M
DOC icon
484
Healthpeak Properties
DOC
$14.3B
$10.5M 0.02%
652,484
-14,161
-2% -$250K
VRSK icon
485
Verisk Analytics
VRSK
$23.3B
$10.4M 0.02%
46,619
-9,442
-17% -$2.13M
AFRM icon
486
Affirm
AFRM
$25.4B
$10.4M 0.02%
139,083
+74,081
+114% +$5.33M
J icon
487
Jacobs Solutions
J
$16.7B
$10.2M 0.02%
77,279
– –
DOW icon
488
Dow Inc
DOW
$22.1B
$10.2M 0.02%
436,668
-923
-0.2% -$21.2K
QSR icon
489
CALL
Restaurant Brands International
QSR
$26.7B
$10.2M 0.02%
+148,717
New +$10.2M
TRGP icon
490
Targa Resources
TRGP
$57.9B
$10.1M 0.02%
54,992
-1,883
-3% -$317K
HEI.A icon
491
HEICO Corp Class A
HEI.A
$37.6B
$10M 0.02%
39,787
-5,230
-12% -$1.29M
SW
492
Smurfit Westrock
SW
$26.1B
$10M 0.02%
259,332
-201
-0.1% -$7.66K
FITB
493
PUT
Fifth Third Bancorp
FITB
$52.5B
$9.95M 0.02%
+212,603
New +$9.36M
CCI icon
494
Crown Castle
CCI
$32B
$9.78M 0.02%
110,008
+4,601
+4% +$423K
ITT icon
495
PUT
ITT
ITT
$19.3B
$9.78M 0.02%
+56,341
New +$10.1M
NUE icon
496
Nucor
NUE
$61.9B
$9.74M 0.02%
59,687
+268
+0.5% +$40.3K
COHR icon
497
Coherent
COHR
$65.8B
$9.64M 0.02%
52,221
+2,528
+5% +$378K
UDR icon
498
UDR
UDR
$12.1B
$9.62M 0.02%
262,354
-54,542
-17% -$1.94M
EVRG icon
499
Evergy
EVRG
$19.2B
$9.59M 0.02%
132,235
-21,936
-14% -$1.66M
AGI icon
500
CALL
Alamos Gold
AGI
$13.6B
$9.54M 0.02%
+246,840
New +$8.6M
18 19
20
21 22

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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.