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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
AX icon
1326
Axos Financial
AX
$5.55B
$989K ﹤0.01%
11,473
+809
+8% +$66.6K
WLK icon
1327
Westlake Corp
WLK
$9.68B
$988K ﹤0.01%
+13,367
New +$951K
OTTR icon
1328
Otter Tail
OTTR
$3.81B
$984K ﹤0.01%
12,181
– –
AVNT icon
1329
CALL
Avient
AVNT
$4.1B
$984K ﹤0.01%
+31,492
New +$974K
PBF icon
1330
PBF Energy
PBF
$8.45B
$984K ﹤0.01%
36,267
+7,650
+27% +$245K
KGS icon
1331
CALL
Kodiak Gas Services
KGS
$5.83B
$981K ﹤0.01%
+26,221
New +$927K
SKY icon
1332
Champion Homes
SKY
$4.9B
$980K ﹤0.01%
11,600
+810
+8% +$63.8K
KSS icon
1333
Kohl's
KSS
$1.98B
$979K ﹤0.01%
47,968
+12,789
+36% +$240K
CPRI icon
1334
Capri Holdings
CPRI
$1.53B
$978K ﹤0.01%
40,091
-2,869
-7% -$66.4K
NG icon
1335
CALL
NovaGold Resources
NG
$3.84B
$977K ﹤0.01%
+104,654
New +$970K
ELME
1336
Elme Communities
ELME
$149M
$977K ﹤0.01%
56,142
+4,121
+8% +$69.9K
BKU icon
1337
Bankunited
BKU
$3.3B
$976K ﹤0.01%
21,908
+5,587
+34% +$231K
PAG icon
1338
PUT
Penske Automotive Group
PAG
$14.2B
$976K ﹤0.01%
+6,168
New +$1.01M
SLNO
1339
DELISTED
Soleno Therapeutics
SLNO
$976K ﹤0.01%
21,075
+13,833
+191% +$758K
SNSR icon
1340
Global X Internet of Things ETF
SNSR
$212M
$973K ﹤0.01%
26,070
+430
+2% +$16.3K
BRZE icon
1341
Braze
BRZE
$3.89B
$972K ﹤0.01%
28,343
+2,239
+9% +$66.3K
AMTM
1342
Amentum Holdings
AMTM
$4.97B
$970K ﹤0.01%
33,438
+3,900
+13% +$99.7K
SONO icon
1343
Sonos
SONO
$1.81B
$970K ﹤0.01%
55,212
+28,619
+108% +$499K
LQDA icon
1344
PUT
Liquidia Corp
LQDA
$6.06B
$969K ﹤0.01%
+28,081
New +$799K
CVBF icon
1345
PUT
CVB Financial
CVBF
$3.91B
$964K ﹤0.01%
+51,849
New +$992K
ACHR icon
1346
Archer Aviation
ACHR
$4.43B
$964K ﹤0.01%
128,218
+23,715
+23% +$223K
MZTI
1347
The Marzetti Company
MZTI
$3.13B
$962K ﹤0.01%
5,853
– –
AVA icon
1348
CALL
Avista
AVA
$3.15B
$961K ﹤0.01%
+24,932
New +$974K
CIFR icon
1349
PUT
Cipher Digital
CIFR
$6.3B
$960K ﹤0.01%
+65,013
New +$1.15M
CZR icon
1350
Caesars Entertainment
CZR
$6.06B
$959K ﹤0.01%
41,008
+562
+1% +$12.6K
52 53
54
55 56

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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.