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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
AESI icon
2251
Atlas Energy Solutions
AESI
$1.61B
$148K ﹤0.01%
15,731
– –
EGBN icon
2252
CALL
Eagle Bancorp
EGBN
$840M
$148K ﹤0.01%
+6,917
New +$133K
DNUT icon
2253
Krispy Kreme
DNUT
$602M
$147K ﹤0.01%
36,684
– –
INVX
2254
Innovex International
INVX
$2.11B
$147K ﹤0.01%
6,733
– –
SHEN icon
2255
CALL
Shenandoah Telecom
SHEN
$690M
$147K ﹤0.01%
+12,688
New +$150K
CTBI icon
2256
Community Trust Bancorp
CTBI
$1.39B
$146K ﹤0.01%
2,592
– –
EVH icon
2257
Evolent Health
EVH
$520M
$146K ﹤0.01%
36,498
– –
CTLP
2258
DELISTED
Cantaloupe
CTLP
$146K ﹤0.01%
13,701
– –
CEVA icon
2259
CALL
CEVA Inc
CEVA
$764M
$145K ﹤0.01%
+6,758
New +$166K
SLDP icon
2260
Solid Power
SLDP
$532M
$144K ﹤0.01%
+33,825
New +$187K
NIO icon
2261
PUT
NIO
NIO
$10.9B
$143K ﹤0.01%
+28,024
New +$173K
SOC icon
2262
Sable Offshore Corp
SOC
$861M
$142K ﹤0.01%
15,765
+6,600
+72% +$62.3K
WEAV icon
2263
Weave Communications
WEAV
$583M
$142K ﹤0.01%
18,694
– –
NAGE
2264
Niagen Bioscience
NAGE
$260M
$142K ﹤0.01%
22,300
+4,600
+26% +$32K
EVER icon
2265
EverQuote
EVER
$904M
$140K ﹤0.01%
5,178
– –
LQDT icon
2266
Liquidity Services
LQDT
$1.3B
$140K ﹤0.01%
4,606
– –
SBET icon
2267
Sharplink Inc
SBET
$1.78B
$139K ﹤0.01%
15,600
+2,946
+23% +$36K
TFSL icon
2268
TFS Financial
TFSL
$4.92B
$139K ﹤0.01%
10,381
– –
INDI icon
2269
indie Semiconductor
INDI
$799M
$138K ﹤0.01%
39,188
– –
IMKTA icon
2270
PUT
Ingles Markets
IMKTA
$1.56B
$137K ﹤0.01%
+2,001
New +$145K
RC
2271
Ready Capital
RC
$302M
$137K ﹤0.01%
62,658
– –
VNQ icon
2272
Vanguard Real Estate ETF
VNQ
$38.6B
$137K ﹤0.01%
1,530
– –
IOVA icon
2273
Iovance Biotherapeutics
IOVA
$3.63B
$136K ﹤0.01%
49,914
+15,992
+47% +$37K
GERN icon
2274
Geron
GERN
$970M
$136K ﹤0.01%
103,230
– –
RBBN icon
2275
Ribbon Communications
RBBN
$363M
$136K ﹤0.01%
47,307
– –
89 90
91
92 93

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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.