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Portfolio (Quarterly) Guide ↗

Zurcher Kantonalbank (Zurich Cantonalbank)

· CIK 0001368163
13F Portfolio $46.3B AUM 2,545 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New 1277 Added 521 Reduced 109 Exited
Page 3 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,465,285.0 $79.0M 0.17% -99K -6.3% $53.94 +10.2%
42 EWBC EAST WEST BANCORP INC Financial Services 665,431.0 $74.8M 0.16% -58K -8.0% $112.39 +9.5%
43 NXT NEXTPOWER INC Technology 813,637.0 $70.9M 0.15% -139K -14.6% $87.11 +49.8%
44 REGN REGENERON PHARMACEUTICALS Healthcare 81,242.0 $62.7M 0.14% -18K -17.8% $771.87 -17.2%
45 DE DEERE & CO Industrials 131,475.0 $61.2M 0.13% -30K -18.8% $465.57 +13.7%
46 COP CONOCOPHILLIPS Energy 646,773.0 $60.5M 0.13% -20K -3.0% $93.61 +28.7%
47 DIS DISNEY WALT CO Communication Services 523,560.0 $59.6M 0.13% -652K -55.5% $113.77 -9.5%
48 PHM PULTE GROUP INC Consumer Cyclical 477,160.0 $56.0M 0.12% -93K -16.3% $117.26 -0.7%
49 WM WASTE MGMT INC DEL Industrials 252,978.0 $55.6M 0.12% -37K -12.6% $219.71 -0.8%
50 BAP CREDICORP LTD Financial Services 187,788.0 $53.9M 0.12% -5K -2.5% $287.00 +16.5%
51 SPG SIMON PPTY GROUP INC NEW Real Estate 287,428.0 $53.2M 0.12% -4K -1.3% $185.11 +10.4%
52 MFC MANULIFE FINL CORP Financial Services 1,353,117.0 $49.2M 0.11% -42K -3.0% $36.36 +6.0%
53 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 171,067.0 $49.1M 0.11% -28K -14.0% $287.25 +11.8%
54 SBUX STARBUCKS CORP Consumer Cyclical 582,859.0 $49.1M 0.11% -78K -11.8% $84.21 +22.4%
55 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 302,882.0 $49.1M 0.11% -286K -48.5% $161.96 -5.6%
56 APP APPLOVIN CORP Technology 70,374.0 $47.4M 0.10% -355.0 -0.5% $673.82 -28.5%
57 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 538,592.0 $44.7M 0.10% -54K -9.2% $83.00 -36.4%
58 BA BOEING CO Industrials 203,234.0 $44.1M 0.10% -6K -2.9% $217.12 +0.9%
59 TDG TRANSDIGM GROUP INC Industrials 32,996.0 $43.9M 0.10% -8K -19.2% $1329.85 -8.7%
60 AMT AMERICAN TOWER CORP NEW Real Estate 233,894.0 $41.1M 0.09% -2K -0.8% $175.57 +4.7%
Page 3 of 27  ·  521 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 32.1%
Financial Services 17.5%
Healthcare 10.8%
Consumer Cyclical 9.3%
Communication Services 8.8%
Industrials 8.2%
Consumer Defensive 3.5%
Real Estate 2.8%
Energy 2.8%
Basic Materials 2.3%