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Portfolio (Quarterly) Guide ↗

Zurcher Kantonalbank (Zurich Cantonalbank)

· CIK 0001368163
13F Portfolio $52.2B AUM 2,557 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 177 New 1571 Added 568 Reduced 163 Exited
Page 7 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMCSA COMCAST CORP NEW Communication Services 1,712,578.0 $42.0M 0.08% +732K +74.6% $24.55 +9.4%
122 USB US BANCORP Financial Services 691,605.0 $41.8M 0.08% +116K +20.2% $60.40 +2.7%
123 IEX IDEX CORP Industrials 182,465.0 $41.4M 0.08% +69K +60.9% $226.95 +3.3%
124 PCAR PACCAR INC Industrials 335,134.0 $40.3M 0.08% +65K +24.1% $120.12 +9.1%
125 CNQ CANADIAN NAT RES LTD MED TER Energy 1,006,022.0 $39.8M 0.08% +93K +10.2% $39.56 +29.9%
126 FDX FEDEX CORP Industrials 124,013.0 $38.8M 0.07% +3K +2.2% $313.13 +3.8%
127 RKLB ROCKET LAB CORP Industrials 381,175.0 $38.7M 0.07% +84K +28.1% $101.65 -28.6%
128 AEP AMERICAN ELEC PWR CO INC Utilities 276,591.0 $37.8M 0.07% +52K +23.4% $136.81 -11.6%
129 ITW ILLINOIS TOOL WKS INC Industrials 139,857.0 $37.8M 0.07% +2K +1.3% $270.47 +4.4%
130 APP APPLOVIN CORP Technology 73,371.0 $37.8M 0.07% +3K +4.3% $515.23 -40.7%
131 SYK STRYKER CORPORATION Healthcare 119,863.0 $37.7M 0.07% +20K +20.2% $314.84 +4.6%
132 CNC CENTENE CORP DEL Healthcare 584,114.0 $37.5M 0.07% +139K +31.1% $64.19 +1.3%
133 FCX FREEPORT MCMORAN INC Basic Materials 594,304.0 $37.4M 0.07% +130K +28.0% $62.89 +21.9%
134 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 343,281.0 $37.0M 0.07% +62K +22.2% $107.78 +2.8%
135 VEEV VEEVA SYS INC Healthcare 204,827.0 $36.4M 0.07% +29K +16.6% $177.47 +39.7%
136 SYF SYNCHRONY FINANCIAL Financial Services 473,733.0 $36.0M 0.07% +42K +9.8% $76.05 +4.5%
137 AON AON PLC Financial Services 107,640.0 $35.7M 0.07% +10K +10.2% $331.69 +7.1%
138 TFC TRUIST FINL CORP Financial Services 711,875.0 $35.5M 0.07% +72K +11.2% $49.82 +1.2%
139 CANADIAN PACIFIC KANSAS CITY 408,796.0 $35.4M 0.07% +46K +12.6% $86.67
140 CFG CITIZENS FINL GROUP INC Financial Services 503,280.0 $35.3M 0.07% +156K +44.9% $70.07 -0.3%
Page 7 of 79  ·  1,571 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 16.7%
Healthcare 11.0%
Industrials 8.9%
Consumer Cyclical 8.4%
Communication Services 6.3%
Consumer Defensive 3.5%
Real Estate 3.1%
Energy 2.9%
Utilities 2.3%