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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 7 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MELI MERCADOLIBRE INC Consumer Cyclical 35,011.0 $70.5M 0.15% +2K +6.2% $2014.26 -17.4%
122 CMI CUMMINS INC Industrials 134,454.0 $68.6M 0.15% $510.45 +25.3%
123 TD TORONTO DOMINION BK ONT Financial Services 725,955.0 $68.5M 0.15% +6K +0.8% $94.37 +18.5%
124 ADP AUTOMATIC DATA PROCESSING IN Industrials 261,689.0 $67.3M 0.14% +5K +2.1% $257.23 -12.4%
125 PGR PROGRESSIVE CORP Financial Services 294,617.0 $67.1M 0.14% +3K +1.0% $227.72 -12.4%
126 SPOT SPOTIFY TECHNOLOGY S A Communication Services 115,303.0 $67.0M 0.14% +9K +8.3% $580.71 -10.5%
127 RTX RTX CORPORATION Industrials 360,360.0 $66.1M 0.14% +7K +1.9% $183.40 -3.5%
128 XYL XYLEM INC Industrials 477,601.0 $65.0M 0.14% +259K +118.2% $136.18 -20.2%
129 HWM HOWMET AEROSPACE INC Industrials 315,508.0 $64.7M 0.14% +28K +9.8% $205.02 +25.1%
130 PM PHILIP MORRIS INTL INC Consumer Defensive 401,207.0 $64.4M 0.14% +9K +2.2% $160.40 +17.8%
131 MMM 3M CO Industrials 397,358.0 $63.6M 0.14% +55K +16.2% $160.10 -4.8%
132 DB DEUTSCHE BANK A G Financial Services 1,632,150.0 $63.5M 0.14% +17K +1.0% $38.89 -16.6%
133 HCA HCA HEALTHCARE INC Healthcare 135,474.0 $63.2M 0.14% +7K +5.3% $466.86 -15.6%
134 REGN REGENERON PHARMACEUTICALS Healthcare 81,242.0 $62.7M 0.14% -18K -17.8% $771.87 -17.2%
135 DHR DANAHER CORPORATION Healthcare 271,734.0 $62.2M 0.13% +92K +51.5% $228.92 -24.9%
136 CB CHUBB LIMITED Financial Services 198,522.0 $62.0M 0.13% +21K +11.6% $312.12 +5.1%
137 PNR PENTAIR PLC Industrials 594,222.0 $61.9M 0.13% +169K +39.9% $104.14 -28.2%
138 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 203,144.0 $61.7M 0.13% +154K +310.5% $303.89 +33.1%
139 DE DEERE & CO Industrials 131,475.0 $61.2M 0.13% -30K -18.8% $465.57 +13.7%
140 COP CONOCOPHILLIPS Energy 646,773.0 $60.5M 0.13% -20K -3.0% $93.61 +28.7%
Page 7 of 127  ·  2,537 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%