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
MRSH
101
Marsh
MRSH
$90.1B
$83.7M 0.18%
451,122
-1,360
-0.3% -$254K
IBM icon
102
CALL
IBM
IBM
$222B
$83.4M 0.18%
+281,603
New +$84.3M
EHC icon
103
Encompass Health
EHC
$12.3B
$83.1M 0.18%
783,114
-104,996
-12% -$12.2M
QCOM icon
104
Qualcomm
QCOM
$171B
$81.8M 0.18%
478,172
+633
+0.1% +$108K
MPWR icon
105
PUT
Monolithic Power Systems
MPWR
$70B
$81.6M 0.18%
+90,070
New +$86.7M
ADSK icon
106
Autodesk
ADSK
$52.7B
$80.9M 0.17%
273,374
+15,745
+6% +$4.76M
CTAS icon
107
Cintas
CTAS
$81.4B
$80.5M 0.17%
427,894
+314,190
+276% +$59.2M
SNPS icon
108
Synopsys
SNPS
$79B
$80.5M 0.17%
171,310
+22,998
+16% +$10.2M
TEL icon
109
TE Connectivity
TEL
$62B
$79.9M 0.17%
351,126
+188,893
+116% +$43.7M
APTV icon
110
Aptiv
APTV
$10.1B
$79.6M 0.17%
1,046,526
+39,065
+4% +$3.14M
BIIB icon
111
Biogen
BIIB
$30.9B
$79.6M 0.17%
452,442
+104,038
+30% +$17M
BMY icon
112
Bristol-Myers Squibb
BMY
$130B
$79M 0.17%
1,465,285
-99,271
-6% -$4.78M
NEE icon
113
CALL
NextEra Energy
NEE
$179B
$75.8M 0.16%
+944,271
New +$78.2M
BLK icon
114
PUT
Blackrock
BLK
$180B
$75.2M 0.16%
+70,235
New +$76.8M
EWBC icon
115
CALL
East-West Bancorp
EWBC
$18.5B
$74.8M 0.16%
+665,431
New +$70.6M
PH icon
116
Parker-Hannifin
PH
$135B
$74.8M 0.16%
85,054
+6,375
+8% +$5.22M
SHW icon
117
Sherwin-Williams
SHW
$87.4B
$74.6M 0.16%
230,298
+171,893
+294% +$57.5M
MDT icon
118
Medtronic
MDT
$116B
$72.8M 0.16%
757,679
+60,930
+9% +$5.92M
NXT icon
119
CALL
Nextpower Inc
NXT
$15.7B
$70.9M 0.15%
+813,637
New +$73.8M
EQIX icon
120
Equinix
EQIX
$105B
$70.5M 0.15%
92,063
+1,489
+2% +$1.17M
MELI icon
121
Mercado Libre
MELI
$92.7B
$70.5M 0.15%
35,011
+2,052
+6% +$4.31M
CMI icon
122
PUT
Cummins
CMI
$87.8B
$68.6M 0.15%
+134,454
New +$62.8M
TD icon
123
Toronto Dominion Bank
TD
$204B
$68.5M 0.15%
725,955
+5,607
+0.8% +$473K
ADP icon
124
PUT
Automatic Data Processing
ADP
$107B
$67.3M 0.15%
+261,689
New +$69.7M
PGR icon
125
CALL
Progressive
PGR
$121B
$67.1M 0.14%
+294,617
New +$66.5M
3 4
5
6 7

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.