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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
PSX icon
226
Phillips 66
PSX
$84.4B
$32.3M 0.07%
+177,529
New +$27.8M
SO icon
227
Southern Company
SO
$109B
$32.2M 0.07%
333,199
-7,287
-2% -$674K
HUBB icon
228
Hubbell
HUBB
$25B
$32.1M 0.07%
65,351
+8,791
+16% +$4.32M
DOV icon
229
Dover
DOV
$27.5B
$32M 0.07%
+153,528
New +$32.8M
SYF icon
230
Synchrony
SYF
$25.1B
$31.9M 0.07%
469,310
+37,998
+9% +$2.76M
ABNB icon
231
Airbnb
ABNB
$90.3B
$31.9M 0.07%
252,369
-94,974
-27% -$12.4M
AON icon
232
Aon
AON
$77.8B
$31.7M 0.07%
+98,090
New +$32.6M
TFC icon
233
Truist Financial
TFC
$63.5B
$31.6M 0.07%
688,319
+48,312
+8% +$2.39M
MET icon
234
MetLife
MET
$62.5B
$31.4M 0.07%
444,060
+170,250
+62% +$12.7M
ETR icon
235
Entergy
ETR
$50.4B
$31.2M 0.07%
277,441
+387
+0.1% +$38.9K
MCO icon
236
Moody's
MCO
$83.5B
$31M 0.07%
+71,068
New +$33.6M
TGT icon
237
Target
TGT
$65.6B
$30.7M 0.07%
253,586
-3,302
-1% -$372K
TRGP icon
238
Targa Resources
TRGP
$57.6B
$30.5M 0.07%
121,760
+66,768
+121% +$14.5M
LNG icon
239
Cheniere Energy
LNG
$54.1B
$30.4M 0.07%
+107,285
New +$24.8M
HSY icon
240
Hershey
HSY
$35.9B
$30.3M 0.07%
145,984
+22,170
+18% +$4.68M
CP icon
241
Canadian Pacific Kansas City
CP
$77.5B
$29.9M 0.07%
+381,784
New +$30.2M
WPM icon
242
Wheaton Precious Metals
WPM
$51.5B
$29.7M 0.06%
226,826
+10,852
+5% +$1.51M
ONON icon
243
On Holding
ONON
$12.4B
$29.7M 0.06%
+871,728
New +$38.1M
PTC icon
244
PTC
PTC
$15.7B
$29M 0.06%
+203,296
New +$32.1M
F icon
245
Ford
F
$59.3B
$28.9M 0.06%
2,505,885
+736,705
+42% +$9.7M
OKE icon
246
Oneok
OKE
$56.1B
$28.9M 0.06%
319,738
+73,000
+30% +$6.01M
CARR icon
247
Carrier Global
CARR
$50.6B
$28.9M 0.06%
512,741
+78,998
+18% +$4.68M
DD icon
248
DuPont de Nemours
DD
$18.7B
$28.8M 0.06%
209,656
+19,097
+10% +$2.63M
URI icon
249
United Rentals
URI
$66.5B
$28.7M 0.06%
39,442
-2,241
-5% -$1.88M
AFL icon
250
Aflac
AFL
$64.8B
$28.4M 0.06%
+258,905
New +$28.7M
8 9
10
11 12

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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.