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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
+3%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
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
NVDA icon
1
NVIDIA
NVDA
$5.29T
$3.08B 6.64%
16,499,389
+666,484
+4% +$124M
AAPL icon
2
Apple
AAPL
$4.48T
$2.42B 5.21%
8,886,177
-254,277
-3% -$68.3M
MSFT icon
3
Microsoft
MSFT
$3.75T
$2.34B 5.06%
4,845,330
+461,438
+11% +$231M
UBS icon
4
CALL
UBS Group
UBS
$177B
$2.31B 4.99%
+49,529,270
New +$2B
AMZN icon
5
PUT
Amazon
AMZN
$2.98T
$1.34B 2.89%
+5,801,756
New +$1.33B
GOOGL icon
6
CALL
Alphabet (Google) Class A
GOOGL
$4.33T
$1.29B 2.79%
+4,124,434
New +$1.18B
AVGO icon
7
Broadcom
AVGO
$2.02T
$1.07B 2.3%
3,081,325
+18,900
+0.6% +$6.76M
TSLA icon
8
Tesla
TSLA
$1.3T
$996M 2.15%
2,214,141
+130,827
+6% +$58M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.31T
$904M 1.95%
2,880,360
+71,356
+3% +$20.4M
META icon
10
CALL
Meta Platforms (Facebook)
META
$1.51T
$878M 1.89%
+1,329,605
New +$888M
JPM icon
11
CALL
JPMorgan Chase
JPM
$952B
$665M 1.44%
+2,063,837
New +$639M
LLY icon
12
CALL
Eli Lilly
LLY
$1.09T
$661M 1.43%
+614,780
New +$588M
ALC icon
13
Alcon
ALC
$35.5B
$618M 1.33%
7,740,091
-753,063
-9% -$58M
AMRZ
14
PUT
Amrize Ltd
AMRZ
$25.6B
$532M 1.15%
+9,674,921
New +$494M
V icon
15
Visa
V
$671B
$420M 0.91%
1,198,463
-87,550
-7% -$29.8M
WMT icon
16
Walmart Inc
WMT
$891B
$371M 0.8%
3,334,446
+49,758
+2% +$5.34M
MA icon
17
Mastercard
MA
$491B
$362M 0.78%
634,437
+135,566
+27% +$75.8M
JNJ icon
18
PUT
Johnson & Johnson
JNJ
$626B
$320M 0.69%
+1,545,618
New +$306M
LOGI icon
19
Logitech
LOGI
$15.1B
$288M 0.62%
2,802,403
+74,702
+3% +$8.4M
BAC icon
20
Bank of America
BAC
$446B
$252M 0.54%
4,589,963
-2,455,310
-35% -$130M
XOM icon
21
ExxonMobil
XOM
$664B
$230M 0.5%
1,907,873
-246,964
-11% -$28.6M
MU icon
22
Micron Technology
MU
$993B
$220M 0.47%
770,180
+400,951
+109% +$92M
TMO icon
23
Thermo Fisher Scientific
TMO
$220B
$211M 0.45%
363,570
+128,443
+55% +$72.6M
WELL icon
24
Welltower
WELL
$169B
$210M 0.45%
1,128,958
+333,928
+42% +$62.4M
ADBE icon
25
Adobe
ADBE
$108B
$206M 0.45%
589,286
+100,639
+21% +$34.2M
1
2 3 4 5

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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.