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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 | |
|---|---|---|---|---|---|---|
2176
UWM Holdings
UWMC
$2.61B
| $192K | ﹤0.01% |
43,889
| – | – |
|
2177
PUT
NB Bancorp
NBBK
$1B
| $192K | ﹤0.01% |
+9,676
| New | +$184K |
|
2178
Sprout Social
SPT
$604M
| $191K | ﹤0.01% |
16,976
| – | – |
|
2179
Cracker Barrel
CBRL
$1.31B
| $191K | ﹤0.01% |
7,513
| – | – |
|
2180
AtaiBeckley Inc
ATAI
$2.69B
| $190K | ﹤0.01% |
+46,375
| New | +$219K |
|
2181
Monarch Casino & Resort
MCRI
$2.22B
| $189K | ﹤0.01% |
1,979
| – | – |
|
|
NPKI
2182
NPK International
NPKI
$1.19B
| $189K | ﹤0.01% |
15,848
| – | – |
|
2183
CALL
Columbia Financial
CLBK
$1.21B
| $188K | ﹤0.01% |
+12,122
| New | +$188K |
|
2184
ThredUp
TDUP
$416M
| $188K | ﹤0.01% |
29,439
+12,637
| +75% | +$102K |
|
2185
Winnebago Industries
WGO
$915M
| $186K | ﹤0.01% |
4,596
| – | – |
|
2186
BioLife Solutions
BLFS
$1.72B
| $186K | ﹤0.01% |
7,690
| – | – |
|
2187
Cannae Holdings
CNNE
$675M
| $184K | ﹤0.01% |
11,713
| – | – |
|
2188
BrightView Holdings
BV
$1.08B
| $182K | ﹤0.01% |
14,401
-9,397
| -39% | -$119K |
|
|
KREF
2189
KKR Real Estate Finance Trust
KREF
$493M
| $182K | ﹤0.01% |
22,129
| – | – |
|
2190
Vitesse Energy
VTS
$685M
| $182K | ﹤0.01% |
9,439
+3,199
| +51% | +$68.3K |
|
2191
CALL
AMN Healthcare
AMN
$1.34B
| $181K | ﹤0.01% |
+11,474
| New | +$205K |
|
2192
Savers
SVV
$1.67B
| $181K | ﹤0.01% |
19,350
+9,569
| +98% | +$98.3K |
|
2193
Aehr Test Systems
AEHR
$4.02B
| $180K | ﹤0.01% |
+8,920
| New | +$216K |
|
|
BKV
2194
BKV Corp
BKV
$2.84B
| $180K | ﹤0.01% |
6,619
| – | – |
|
2195
PUT
AMERISAFE
AMSF
$504M
| $180K | ﹤0.01% |
+4,674
| New | +$188K |
|
2196
MoonLake Immunotherapeutics
MLTX
$1.4B
| $179K | ﹤0.01% |
13,592
+7,673
| +130% | +$90.5K |
|
2197
PUT
Latham Group
SWIM
$889M
| $179K | ﹤0.01% |
+28,203
| New | +$197K |
|
2198
PUT
REX American Resources
REX
$1.44B
| $179K | ﹤0.01% |
+5,532
| New | +$180K |
|
2199
Janus International
JBI
$664M
| $178K | ﹤0.01% |
27,266
| – | – |
|
2200
Independent Bank Corp
IBCP
$854M
| $178K | ﹤0.01% |
5,462
+2,057
| +60% | +$66.1K |
|
Similar funds
SCP
RIM
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.