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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
DUK icon
176
Duke Energy
DUK
$96.3B
$43.9M 0.09%
374,313
+44,978
+14% +$5.49M
CRH icon
177
CALL
CRH
CRH
$65.2B
$43.9M 0.09%
+350,563
New +$41.8M
EW icon
178
CALL
Edwards Lifesciences
EW
$53.6B
$43.7M 0.09%
+512,394
New +$42.1M
VTR icon
179
Ventas
VTR
$45.7B
$43.5M 0.09%
561,851
+402
+0.1% +$30.3K
BN icon
180
PUT
Brookfield
BN
$110B
$42.7M 0.09%
+928,322
New +$42.3M
SU icon
181
Suncor Energy
SU
$74.7B
$42.5M 0.09%
956,383
+14,762
+2% +$624K
WMB icon
182
Williams Companies
WMB
$90.1B
$41.1M 0.09%
684,547
+4,576
+0.7% +$277K
RCL icon
183
Royal Caribbean
RCL
$82.4B
$41.1M 0.09%
147,393
+4,995
+4% +$1.41M
AMT icon
184
PUT
American Tower
AMT
$79.4B
$41.1M 0.09%
+233,894
New +$42.6M
NKE icon
185
CALL
Nike
NKE
$60.1B
$41M 0.09%
+643,315
New +$41.9M
CDNS icon
186
CALL
Cadence Design Systems
CDNS
$89B
$40.8M 0.09%
+130,570
New +$42.6M
AFL icon
187
PUT
Aflac
AFL
$60.5B
$40.3M 0.09%
+365,189
New +$40.2M
CRWD icon
188
CALL
CrowdStrike
CRWD
$226B
$40M 0.09%
+341,400
New +$43.5M
EMR icon
189
PUT
Emerson Electric
EMR
$91.4B
$39.5M 0.09%
+297,845
New +$39.5M
TPR icon
190
Tapestry
TPR
$31.1B
$39.3M 0.08%
307,664
+148,336
+93% +$17M
FLEX icon
191
Flex
FLEX
$46B
$39.2M 0.08%
649,012
+507,605
+359% +$31.4M
VEEV icon
192
Veeva Systems
VEEV
$39.2B
$39.2M 0.08%
175,610
+11,169
+7% +$2.96M
EME icon
193
PUT
Emcor
EME
$36.8B
$39M 0.08%
+63,786
New +$41.3M
BMO icon
194
Bank of Montreal
BMO
$129B
$39M 0.08%
299,918
+8,734
+3% +$1.11M
JAZZ icon
195
Jazz Pharmaceuticals
JAZZ
$16.2B
$38.9M 0.08%
228,642
+197,072
+624% +$30.2M
TTWO icon
196
Take-Two Interactive
TTWO
$45.4B
$38.7M 0.08%
151,300
+104,196
+221% +$26M
ONON icon
197
PUT
On Holding
ONON
$10.4B
$38.7M 0.08%
+832,829
New +$35.9M
MNST icon
198
Monster Beverage
MNST
$90.1B
$38.5M 0.08%
1,004,514
+297,560
+42% +$10.7M
PTC icon
199
PUT
PTC
PTC
$16.1B
$38.3M 0.08%
+219,818
New +$40.8M
UPS icon
200
United Parcel Service
UPS
$88.4B
$37.8M 0.08%
381,492
-8,664
-2% -$810K
6 7
8
9 10

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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.