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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
(+6.4%)
Cap. Flow
+$1.44B
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
35.87%
Holding
3,489
New
940
Increased
829
Reduced
338
Closed
954
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$231M |
| 2 |
NVIDIA
NVDA
|
+$124M |
| 3 |
TotalEnergies
TTE
|
+$102M |
| 4 |
Micron Technology
MU
|
+$92M |
| 5 |
Mastercard
MA
|
+$75.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$2.13B |
| 2 |
Amazon
AMZN
|
+$1.34B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.21B |
| 4 |
Meta Platforms (Facebook)
META
|
+$724M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1901
Quaker Houghton
KWR
$2.95B
| $360K | ﹤0.01% |
2,619
-70
| -3% | -$9.45K |
|
|
ORC
1902
CALL
Orchid Island Capital
ORC
$1.33B
| $360K | ﹤0.01% |
+49,945
| New | +$364K |
|
|
BRSP
1903
BrightSpire Capital
BRSP
$633M
| $359K | ﹤0.01% |
64,181
| – | – |
|
|
DAWN
1904
DELISTED
Day One Biopharmaceuticals
DAWN
| $359K | ﹤0.01% |
38,520
+14,425
| +60% | +$121K |
|
1905
Li Auto
LI
$12.1B
| $357K | ﹤0.01% |
21,105
+1,167
| +6% | +$23.1K |
|
|
BELFB
1906
Bel Fuse Inc Class B
BELFB
$4.18B
| $357K | ﹤0.01% |
2,105
| – | – |
|
1907
Wendy's
WEN
$1.63B
| $357K | ﹤0.01% |
42,838
| – | – |
|
1908
CALL
CONMED
CNMD
$1.5B
| $357K | ﹤0.01% |
+8,784
| New | +$382K |
|
1909
Utz Brands
UTZ
$1.26B
| $356K | ﹤0.01% |
34,278
| – | – |
|
1910
CALL
CVR Energy
CVI
$3.54B
| $355K | ﹤0.01% |
+13,965
| New | +$475K |
|
1911
Strategic Education
STRA
$1.84B
| $355K | ﹤0.01% |
4,424
| – | – |
|
|
SLDE
1912
Slide Insurance Holdings
SLDE
$2.54B
| $355K | ﹤0.01% |
+18,200
| New | +$304K |
|
1913
CALL
BancFirst
BANF
$3.88B
| $354K | ﹤0.01% |
+3,340
| New | +$378K |
|
1914
CALL
Peoples Bancorp
PEBO
$1.49B
| $354K | ﹤0.01% |
+11,791
| New | +$350K |
|
1915
Wolverine World Wide
WWW
$1.71B
| $352K | ﹤0.01% |
19,420
-9,627
| -33% | -$194K |
|
1916
Cohu
COHU
$2.74B
| $352K | ﹤0.01% |
15,145
| – | – |
|
1917
iShares MSCI Taiwan ETF
EWT
$11.5B
| $352K | ﹤0.01% |
5,555
-20
| -0.4% | -$1.29K |
|
1918
Hilltop Holdings
HTH
$2.28B
| $348K | ﹤0.01% |
10,263
-9,160
| -47% | -$307K |
|
1919
Alamo Group
ALG
$2.03B
| $347K | ﹤0.01% |
2,068
| – | – |
|
1920
Ichor Holdings
ICHR
$2.65B
| $347K | ﹤0.01% |
18,831
+5,294
| +39% | +$98.1K |
|
1921
Harmonic Inc
HLIT
$1.51B
| $345K | ﹤0.01% |
34,905
+8,742
| +33% | +$88.1K |
|
|
AHRT
1922
CALL
AH Realty Trust
AHRT
$506M
| $345K | ﹤0.01% |
+52,126
| New | +$344K |
|
|
SKE
1923
Skeena Resources
SKE
$4.16B
| $345K | ﹤0.01% |
14,498
| – | – |
|
1924
Phreesia
PHR
$769M
| $345K | ﹤0.01% |
20,375
| – | – |
|
|
WSR
1925
DELISTED
Whitestone REIT
WSR
| $343K | ﹤0.01% |
24,728
+5,751
| +30% | +$74.1K |
|
Similar funds
SCP
RIM
NAMI
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.