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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
SPOT icon
126
Spotify
SPOT
$101B
$67M 0.14%
115,303
+8,805
+8% +$5.5M
RTX icon
127
PUT
RTX Corp
RTX
$300B
$66.1M 0.14%
+360,360
New +$62.6M
XYL icon
128
Xylem
XYL
$28.5B
$65M 0.14%
477,601
+258,768
+118% +$37.2M
HWM icon
129
Howmet Aerospace
HWM
$112B
$64.7M 0.14%
315,508
+28,217
+10% +$5.62M
PM icon
130
Philip Morris
PM
$290B
$64.4M 0.14%
401,207
+8,680
+2% +$1.34M
MMM icon
131
3M
MMM
$94.8B
$63.6M 0.14%
397,358
+55,451
+16% +$9.07M
DB icon
132
Deutsche Bank
DB
$72.4B
$63.5M 0.14%
1,632,150
+16,593
+1% +$599K
HCA icon
133
HCA Healthcare
HCA
$89.8B
$63.2M 0.14%
135,474
+6,803
+5% +$3.16M
REGN icon
134
Regeneron Pharmaceuticals
REGN
$82.2B
$62.7M 0.14%
81,242
-17,601
-18% -$12M
DHR icon
135
PUT
Danaher
DHR
$145B
$62.2M 0.13%
+271,734
New +$59.7M
CB icon
136
Chubb
CB
$132B
$62M 0.13%
198,522
+20,600
+12% +$6.02M
PNR icon
137
Pentair
PNR
$10.5B
$61.9M 0.13%
594,222
+169,410
+40% +$18.1M
TSM icon
138
TSMC
TSM
$2.23T
$61.7M 0.13%
203,144
+153,661
+311% +$45.1M
DE icon
139
CALL
Deere & Co
DE
$167B
$61.2M 0.13%
+131,475
New +$61.7M
COP icon
140
PUT
ConocoPhillips
COP
$153B
$60.5M 0.13%
+646,773
New +$58.5M
DIS icon
141
Walt Disney
DIS
$178B
$59.6M 0.13%
523,560
-652,443
-55% -$71.9M
CEG icon
142
Constellation Energy
CEG
$98.7B
$57.8M 0.12%
163,737
+2,767
+2% +$1.01M
ELV icon
143
Elevance Health
ELV
$86.6B
$57.5M 0.12%
164,040
+62,878
+62% +$21.2M
VLO icon
144
Valero Energy
VLO
$95.1B
$57.1M 0.12%
350,913
+118,506
+51% +$20.1M
PHM icon
145
CALL
Pultegroup
PHM
$24.6B
$56M 0.12%
+477,160
New +$58.5M
TRV icon
146
Travelers Companies
TRV
$77.2B
$55.9M 0.12%
192,607
+5,177
+3% +$1.46M
O icon
147
CALL
Realty Income
O
$59.2B
$55.8M 0.12%
+989,470
New +$57.3M
WM icon
148
Waste Management
WM
$90.5B
$55.6M 0.12%
252,978
-36,587
-13% -$7.8M
BAP icon
149
Credicorp
BAP
$29.6B
$53.9M 0.12%
187,788
-4,738
-2% -$1.25M
SPG icon
150
Simon Property Group
SPG
$71.4B
$53.2M 0.11%
287,428
-3,782
-1% -$687K
4 5
6
7 8

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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.