We are live on ! Find out more
Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+25.92%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
AUM
$52.2B
AUM Growth
+$6.23B
Cap. Flow
-$738M
Cap. Flow %
-1.41%
Top 10 Hldgs %
33.24%
Holding
2,615
New
60
Increased
1,027
Reduced
660
Closed
66

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$235M
2
MS icon
Morgan Stanley
MS
+$146M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$116M
4
MU icon
Micron Technology
MU
+$115M
5
XOM icon
ExxonMobil
XOM
+$86.2M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$335M
2
INTC icon
Intel
INTC
+$166M
3
NVDA icon
NVIDIA
NVDA
+$143M
4
JPM icon
JPMorgan Chase
JPM
+$141M
5
KLAC icon
KLA
KLAC
+$133M

Sector Composition

Rank Sector Weight
1 Technology 33.28%
2 Financials 16.42%
3 Healthcare 10.64%
4 Industrials 9.13%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.45T
$3.21B 6.15%
16,044,554
-695,544
-4% -$143M
UBS icon
2
UBS Group
UBS
$169B
$2.74B 5.26%
55,233,032
-1,441,535
-3% -$65.7M
AAPL icon
3
Apple
AAPL
$4.61T
$2.68B 5.14%
9,266,512
-69,591
-0.7% -$19.9M
MSFT icon
4
Microsoft
MSFT
$3.67T
$1.7B 3.25%
4,544,428
-829,177
-15% -$335M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.14T
$1.55B 2.97%
4,331,226
+96,863
+2% +$34.9M
AMZN icon
6
Amazon
AMZN
$2.77T
$1.44B 2.76%
6,042,876
+200,954
+3% +$50.4M
AVGO icon
7
Broadcom
AVGO
$1.75T
$1.18B 2.25%
3,112,751
-23,311
-0.7% -$9.35M
MU icon
8
Micron Technology
MU
$1.13T
$1.14B 2.18%
986,674
+152,943
+18% +$115M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.1T
$924M 1.77%
2,613,889
-315,131
-11% -$113M
LLY icon
10
Eli Lilly
LLY
$1T
$793M 1.52%
661,071
+22,765
+4% +$23.3M
META icon
11
Meta Platforms (Facebook)
META
$1.56T
$780M 1.5%
1,385,577
+24,179
+2% +$14.8M
AMD icon
12
Advanced Micro Devices
AMD
$826B
$765M 1.46%
1,316,311
+573,827
+77% +$235M
TSLA icon
13
Tesla
TSLA
$1.45T
$725M 1.39%
1,723,115
-334,312
-16% -$133M
AMRZ
14
Amrize Ltd
AMRZ
$22.9B
$576M 1.1%
10,847,973
+166,786
+2% +$9.03M
ALC icon
15
Alcon
ALC
$33.4B
$536M 1.03%
7,915,741
-107,162
-1% -$7.51M
V icon
16
Visa
V
$688B
$458M 0.88%
1,336,266
+85,954
+7% +$27.6M
JPM icon
17
JPMorgan Chase
JPM
$940B
$449M 0.86%
1,370,883
-455,478
-25% -$141M
MA icon
18
Mastercard
MA
$500B
$386M 0.74%
751,833
+115,371
+18% +$57.5M
WMT icon
19
Walmart Inc
WMT
$841B
$372M 0.71%
3,287,864
-64,517
-2% -$8.01M
JNJ icon
20
Johnson & Johnson
JNJ
$649B
$359M 0.69%
1,415,198
-144,757
-9% -$33.7M
AZN icon
21
AstraZeneca
AZN
$248B
$352M 0.67%
1,878,727
-114,035
-6% -$21.4M
XOM icon
22
ExxonMobil
XOM
$661B
$336M 0.64%
2,458,854
+576,196
+31% +$86.2M
WELL icon
23
Welltower
WELL
$171B
$305M 0.59%
1,345,712
+220,610
+20% +$46.6M
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.08T
$295M 0.57%
589,802
+241,245
+69% +$116M
MS icon
25
Morgan Stanley
MS
$340B
$278M 0.53%
1,328,385
+736,736
+125% +$146M
1
2 3 4 5

Similar funds

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Zurich Cantonal Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Cantonal Bank held 2,615 positions worth $52.2B, up 14% from $46B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 4.8%. Zurich Cantonal Bank opened 60 new positions and exited 66, leaving the 2,615-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Cantonal Bank's largest Q2 2026 buy was State Street SPDR S&P Global Natural Resources ETF: 431,270 shares worth $28.9M.
  • Zurich Cantonal Bank added most to Advanced Micro Devices in Q2 2026, an estimated $235M increase.
  • Zurich Cantonal Bank's biggest Q2 2026 reduction was Microsoft, cutting an estimated $335M.
  • Zurich Cantonal Bank fully exited Hologic in Q2 2026, selling an estimated $9.61M.
  • Zurich Cantonal Bank's ten largest holdings make up 33% of its $52.2B portfolio in Q2 2026.
  • Zurich Cantonal Bank opened 60 new positions and closed 66 in Q2 2026.
  • Zurich Cantonal Bank's portfolio value rose 14% quarter-over-quarter to $52.2B.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.