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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 8 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DIS DISNEY WALT CO Communication Services 523,560.0 $59.6M 0.13% -652K -55.5% $113.77 -9.5%
142 CEG CONSTELLATION ENERGY CORP Utilities 163,737.0 $57.8M 0.12% +3K +1.7% $353.27 -16.8%
143 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 164,040.0 $57.5M 0.12% +63K +62.2% $350.55 +12.6%
144 VLO VALERO ENERGY CORP Energy 350,913.0 $57.1M 0.12% +119K +51.0% $162.79 +51.7%
145 PHM PULTE GROUP INC Consumer Cyclical 477,160.0 $56.0M 0.12% -93K -16.3% $117.26 -0.7%
146 TRV TRAVELERS COMPANIES INC Financial Services 192,607.0 $55.9M 0.12% +5K +2.8% $290.06 +5.7%
147 O REALTY INCOME CORP Real Estate 989,470.0 $55.8M 0.12% +123K +14.2% $56.37 +10.0%
148 WM WASTE MGMT INC DEL Industrials 252,978.0 $55.6M 0.12% -37K -12.6% $219.71 -0.8%
149 BAP CREDICORP LTD Financial Services 187,788.0 $53.9M 0.12% -5K -2.5% $287.00 +16.5%
150 SPG SIMON PPTY GROUP INC NEW Real Estate 287,428.0 $53.2M 0.12% -4K -1.3% $185.11 +10.4%
151 ENB ENBRIDGE INC Energy 1,077,238.0 $51.6M 0.11% +35K +3.3% $47.92 +21.1%
152 MO ALTRIA GROUP INC Consumer Defensive 886,890.0 $51.1M 0.11% +51K +6.0% $57.66 +28.2%
153 DLR DIGITAL RLTY TR INC Real Estate 329,876.0 $51.0M 0.11% +21K +6.8% $154.71 +24.1%
154 OMC OMNICOM GROUP INC Communication Services 631,210.0 $51.0M 0.11% +575K +1031.6% $80.75 -7.2%
155 CME CME GROUP INC Financial Services 186,588.0 $51.0M 0.11% +7K +3.8% $273.08 +6.6%
156 AEM AGNICO EAGLE MINES LTD Basic Materials 290,913.0 $49.4M 0.11% +60K +26.0% $169.81 +3.6%
157 MFC MANULIFE FINL CORP Financial Services 1,353,117.0 $49.2M 0.11% -42K -3.0% $36.36 +6.0%
158 EBAY EBAY INC. Consumer Cyclical 564,623.0 $49.2M 0.11% +272K +93.1% $87.10 +32.9%
159 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 171,067.0 $49.1M 0.11% -28K -14.0% $287.25 +11.8%
160 SBUX STARBUCKS CORP Consumer Cyclical 582,859.0 $49.1M 0.11% -78K -11.8% $84.21 +22.4%
Page 8 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%