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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
-$15.3B
Cap. Flow %
-32.96%
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 Miscellaneous 37.57%
2 Technology 26.02%
3 Financials 7.49%
4 Healthcare 6.28%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TROW icon
451
CALL
T. Rowe Price
TROW
$23.7B
$12.2M 0.03%
+118,749
New +$12.3M
DECK icon
452
Deckers Outdoor
DECK
$12B
$12.1M 0.03%
116,598
+17,351
+17% +$1.63M
CSGP icon
453
CoStar Group
CSGP
$13.1B
$12M 0.03%
177,966
+6,993
+4% +$495K
DELL icon
454
Dell
DELL
$295B
$11.9M 0.03%
94,721
-1,201
-1% -$169K
OKTA icon
455
CALL
Okta
OKTA
$29.1B
$11.9M 0.03%
+137,515
New +$12M
EFX icon
456
Equifax
EFX
$22.8B
$11.8M 0.03%
54,581
+211
+0.4% +$46.2K
D icon
457
Dominion Energy
D
$57.7B
$11.8M 0.03%
201,129
-41,848
-17% -$2.52M
SQM icon
458
Sociedad Química y Minera de Chile
SQM
$22.5B
$11.7M 0.03%
170,483
+4,707
+3% +$259K
PAAS icon
459
CALL
Pan American Silver
PAAS
$21.9B
$11.6M 0.03%
+224,276
New +$9.39M
GEHC icon
460
PUT
GE HealthCare
GEHC
$32.4B
$11.6M 0.03%
+141,635
New +$11M
CCEP icon
461
Coca-Cola Europacific Partners
CCEP
$48.2B
$11.5M 0.02%
126,487
-2,690
-2% -$243K
P
462
CALL
Everpure Inc
P
$31B
$11.4M 0.02%
+170,250
New +$14.2M
NTR icon
463
Nutrien
NTR
$35.1B
$11.4M 0.02%
184,179
-118,522
-39% -$6.98M
BBY icon
464
CALL
Best Buy
BBY
$17.4B
$11.4M 0.02%
+170,008
New +$13M
CNP icon
465
PUT
CenterPoint Energy
CNP
$25.8B
$11.3M 0.02%
+295,451
New +$11.5M
STLD icon
466
Steel Dynamics
STLD
$33.6B
$11.3M 0.02%
66,839
+24,363
+57% +$3.87M
AWR icon
467
CALL
American States Water
AWR
$3.56B
$11.2M 0.02%
+153,931
New +$11.3M
INVH icon
468
Invitation Homes
INVH
$17.4B
$11.1M 0.02%
401,051
+11,999
+3% +$335K
RKT icon
469
CALL
Rocket Companies
RKT
$39B
$11.1M 0.02%
+575,654
New +$10.3M
IP icon
470
International Paper
IP
$20.8B
$11.1M 0.02%
282,610
-472
-0.2% -$19.4K
BMI icon
471
CALL
Badger Meter
BMI
$3.93B
$11.1M 0.02%
+63,622
New +$11.5M
CMS icon
472
CMS Energy
CMS
$21.4B
$11M 0.02%
157,946
+61,396
+64% +$4.47M
PINS icon
473
PUT
Pinterest
PINS
$13.1B
$11M 0.02%
+424,856
New +$12.2M
FE icon
474
CALL
FirstEnergy
FE
$26.5B
$11M 0.02%
+244,799
New +$11.2M
GIB icon
475
PUT
CGI
GIB
$15.5B
$10.9M 0.02%
+117,938
New +$10.5M
17 18
19
20 21

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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 withdrew a net $15.3B in Q4 2025, closing 954 positions and reducing 338 holdings. Its most notable exit was UBS Group, an estimated $2.13B position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, up from 0.49% a quarter earlier, followed by Technology and Financials.

Against the trend, Zurich Cantonal Bank opened a new position in Qnity Electronics Inc worth $4.11M.

  • 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.