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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
-1.84%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
AUM
$46B
AUM Growth
-$375M
Cap. Flow
+$1.95B
Cap. Flow %
4.25%
Top 10 Hldgs %
33.14%
Holding
3,504
New
954
Increased
1,038
Reduced
277
Closed
939

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$2.43B
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.33B
3
AMZN icon
Amazon
AMZN
+$1.29B
4
META icon
Meta Platforms (Facebook)
META
+$872M
5
LLY icon
Eli Lilly
LLY
+$647M

Top Sells

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$75.4M
2
TSLA icon
Tesla
TSLA
+$64.6M
3
MRSH
Marsh
MRSH
+$38.2M
4
LOGI icon
Logitech
LOGI
+$37M
5
XYL icon
Xylem
XYL
+$36.5M

Sector Composition

Rank Sector Weight
1 Technology 30.12%
2 Financials 15.91%
3 Healthcare 11.42%
4 Industrials 8.98%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.15T
$2.92B 6.35%
16,740,098
+240,709
+1% +$44.2M
AAPL icon
2
Apple
AAPL
$4.77T
$2.37B 5.15%
9,336,103
+449,926
+5% +$117M
UBS icon
3
UBS Group
UBS
$173B
$2.17B 4.72%
+56,674,567
New +$2.43B
MSFT icon
4
Microsoft
MSFT
$2.89T
$1.99B 4.33%
5,373,605
+528,275
+11% +$221M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.24T
$1.22B 2.65%
+4,234,363
New +$1.33B
AMZN icon
6
Amazon
AMZN
$2.62T
$1.22B 2.65%
+5,841,922
New +$1.29B
AVGO icon
7
Broadcom
AVGO
$1.86T
$971M 2.11%
3,136,062
+54,737
+2% +$18M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.23T
$840M 1.83%
2,929,020
+48,660
+2% +$15.3M
META icon
9
Meta Platforms (Facebook)
META
$1.6T
$779M 1.69%
+1,361,398
New +$872M
TSLA icon
10
Tesla
TSLA
$1.42T
$765M 1.66%
2,057,427
-156,714
-7% -$64.6M
ALC icon
11
Alcon
ALC
$32.9B
$592M 1.29%
8,022,903
+282,812
+4% +$22.6M
LLY icon
12
Eli Lilly
LLY
$1.04T
$587M 1.28%
+638,306
New +$647M
AMRZ
13
Amrize Ltd
AMRZ
$27.4B
$579M 1.26%
+10,681,187
New +$612M
JPM icon
14
JPMorgan Chase
JPM
$923B
$537M 1.17%
+1,826,361
New +$554M
WMT icon
15
Walmart Inc
WMT
$868B
$417M 0.91%
3,352,381
+17,935
+0.5% +$2.2M
AZN icon
16
AstraZeneca
AZN
$264B
$386M 0.84%
+1,992,762
New +$384M
JNJ icon
17
Johnson & Johnson
JNJ
$613B
$381M 0.83%
+1,559,955
New +$363M
V icon
18
Visa
V
$675B
$378M 0.82%
1,250,312
+51,849
+4% +$16.7M
XOM icon
19
ExxonMobil
XOM
$640B
$319M 0.69%
1,882,658
-25,215
-1% -$3.68M
MA icon
20
Mastercard
MA
$473B
$318M 0.69%
636,462
+2,025
+0.3% +$1.07M
MU icon
21
Micron Technology
MU
$1.1T
$282M 0.61%
833,731
+63,551
+8% +$24.9M
COST icon
22
Costco
COST
$409B
$237M 0.52%
+238,147
New +$232M
LIN icon
23
Linde
LIN
$234B
$233M 0.51%
470,287
+47,256
+11% +$22.3M
GILD icon
24
Gilead Sciences
GILD
$163B
$226M 0.49%
1,624,637
+11,029
+0.7% +$1.54M
WELL icon
25
Welltower
WELL
$173B
$222M 0.48%
1,125,102
-3,856
-0.3% -$762K
1
2 3 4 5

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Zurich Cantonal Bank's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Cantonal Bank held 3,504 positions worth $46B, down 0.81% from $46.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Cantonal Bank deployed $1.95B of net new capital in Q1 2026, opening 954 new positions and adding to 1,038 existing holdings. Its largest new stake was UBS Group: 56,674,567 shares worth $2.17B.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Bank of America, an estimated $75.4M trimmed.

  • Zurich Cantonal Bank's largest Q1 2026 buy was UBS Group: 56,674,567 shares worth $2.17B.
  • Zurich Cantonal Bank added most to Microsoft in Q1 2026, an estimated $221M increase.
  • Zurich Cantonal Bank's biggest Q1 2026 reduction was Bank of America, cutting an estimated $75.4M.
  • Zurich Cantonal Bank fully exited CyberArk in Q1 2026, selling an estimated $12.7M.
  • Zurich Cantonal Bank's ten largest holdings make up 33% of its $46B portfolio in Q1 2026.
  • Zurich Cantonal Bank opened 954 new positions and closed 939 in Q1 2026.
  • Zurich Cantonal Bank's portfolio value fell 0.81% quarter-over-quarter to $46B.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.