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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B Turnover 4.82%
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
Avg Time Held Equity + Options
4.7 years
Top 10 Avg Time Held Equity + Options
3 years
Top 20 Avg Time Held Equity + Options
3.1 years
Avg Time Held Equity only
7.4 years
Top 10 Avg Time Held Equity only
3 years
Top 20 Avg Time Held Equity only
3.1 years

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 Held Since
NVDA icon
1
NVIDIA
NVDA
$5.24T
$3.08B 6.64%
16,499,389
+666,484
+4% +$124M
2013 Q2
50 quarters
AAPL icon
2
Apple
AAPL
$5.04T
$2.42B 5.21%
8,886,177
-254,277
-3% -$68.3M
2013 Q2
50 quarters
MSFT icon
3
Microsoft
MSFT
$3.94T
$2.34B 5.06%
4,845,330
+461,438
+11% +$231M
2013 Q2
50 quarters
UBS icon
4
CALL
UBS Group
UBS
$147B
$2.31B 4.99%
+49,529,270
New +$2B
2025 Q4
0 quarters
AMZN icon
5
PUT
Amazon
AMZN
$2.74T
$1.34B 2.89%
+5,801,756
New +$1.33B
2025 Q4
0 quarters
GOOGL icon
6
CALL
Alphabet (Google) Class A
GOOGL
$4.21T
$1.29B 2.79%
+4,124,434
New +$1.18B
2025 Q4
0 quarters
AVGO icon
7
Broadcom
AVGO
$1.6T
$1.07B 2.3%
3,081,325
+18,900
+0.6% +$6.76M
2018 Q3
29 quarters
TSLA icon
8
Tesla
TSLA
$1.42T
$996M 2.15%
2,214,141
+130,827
+6% +$58M
2013 Q3
49 quarters
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.16T
$904M 1.95%
2,880,360
+71,356
+3% +$20.4M
2013 Q2
50 quarters
META icon
10
CALL
Meta Platforms (Facebook)
META
$1.84T
$878M 1.89%
+1,329,605
New +$888M
2025 Q4
0 quarters
JPM icon
11
CALL
JPMorgan Chase
JPM
$910B
$665M 1.44%
+2,063,837
New +$639M
2025 Q4
0 quarters
LLY icon
12
CALL
Eli Lilly
LLY
$1.13T
$661M 1.43%
+614,780
New +$588M
2025 Q4
0 quarters
ALC icon
13
Alcon
ALC
$32.1B
$618M 1.33%
7,740,091
-753,063
-9% -$58M
2019 Q2
26 quarters
AMRZ icon
14
PUT
Amrize Ltd
AMRZ
$20.8B
$532M 1.15%
+9,674,921
New +$494M
2025 Q4
0 quarters
V icon
15
Visa
V
$757B
$420M 0.91%
1,198,463
-87,550
-7% -$29.8M
2013 Q2
50 quarters
WMT icon
16
Walmart Inc
WMT
$942B
$371M 0.8%
3,334,446
+49,758
+2% +$5.34M
2021 Q3
17 quarters
MA icon
17
Mastercard
MA
$542B
$362M 0.78%
634,437
+135,566
+27% +$75.8M
2013 Q2
50 quarters
JNJ icon
18
PUT
Johnson & Johnson
JNJ
$617B
$320M 0.69%
+1,545,618
New +$306M
2025 Q4
0 quarters
LOGI icon
19
Logitech
LOGI
$15B
$288M 0.62%
2,802,403
+74,702
+3% +$8.4M
2013 Q2
50 quarters
BAC icon
20
Bank of America
BAC
$365B
$252M 0.54%
4,589,963
-2,455,310
-35% -$130M
2013 Q2
50 quarters
XOM icon
21
ExxonMobil
XOM
$723B
$230M 0.5%
1,907,873
-246,964
-11% -$28.6M
2013 Q2
50 quarters
MU icon
22
Micron Technology
MU
$1.02T
$220M 0.47%
770,180
+400,951
+109% +$92M
2013 Q2
50 quarters
TMO icon
23
Thermo Fisher Scientific
TMO
$254B
$211M 0.45%
363,570
+128,443
+55% +$72.6M
2013 Q2
50 quarters
WELL icon
24
Welltower
WELL
$170B
$210M 0.45%
1,128,958
+333,928
+42% +$62.4M
2013 Q2
50 quarters
ADBE icon
25
Adobe
ADBE
$95.5B
$206M 0.45%
589,286
+100,639
+21% +$34.2M
2013 Q2
50 quarters
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 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.