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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
ACA icon
2501
CALL
Arcosa
ACA
$7.14B
– –
-19,562
Closed -$2.08M
ACLS icon
2502
PUT
Axcelis
ACLS
$4.2B
– –
-11,326
Closed -$910K
ACMR icon
2503
PUT
ACM Research
ACMR
$5.52B
– –
-17,878
Closed -$705K
ADEA icon
2504
PUT
Adeia
ADEA
$3.3B
– –
-35,429
Closed -$611K
ADI icon
2505
PUT
Analog Devices
ADI
$184B
– –
-401,979
Closed -$109M
ADP icon
2506
PUT
Automatic Data Processing
ADP
$107B
– –
-261,689
Closed -$67.3M
ADUS icon
2507
PUT
Addus HomeCare
ADUS
$2.17B
– –
-3,809
Closed -$409K
AEE icon
2508
CALL
Ameren
AEE
$30.2B
– –
-71,395
Closed -$7.13M
AEM icon
2509
PUT
Agnico Eagle Mines
AEM
$83.8B
– –
-290,913
Closed -$49.4M
AEP icon
2510
PUT
American Electric Power
AEP
$68.8B
– –
-224,106
Closed -$25.8M
AER icon
2511
PUT
AerCap
AER
$24.4B
– –
-144,356
Closed -$20.8M
AES icon
2512
PUT
AES
AES
$10.5B
– –
-221,067
Closed -$3.17M
AFL icon
2513
PUT
Aflac
AFL
$63.9B
– –
-365,189
Closed -$40.3M
AG icon
2514
PUT
First Majestic Silver
AG
$8.68B
– –
-150,422
Closed -$2.51M
AGCO icon
2515
PUT
AGCO
AGCO
$7.27B
– –
-18,712
Closed -$1.95M
AGI icon
2516
CALL
Alamos Gold
AGI
$13.1B
– –
-246,840
Closed -$9.54M
AGNC icon
2517
PUT
AGNC Investment
AGNC
$12.6B
– –
-359,284
Closed -$3.85M
AGX icon
2518
PUT
Argan
AGX
$8.44B
– –
-3,457
Closed -$1.08M
AGYS icon
2519
CALL
Agilysys
AGYS
$3.12B
– –
-7,809
Closed -$928K
AHCO icon
2520
PUT
AdaptHealth
AHCO
$884M
– –
-28,422
Closed -$283K
AHRT
2521
CALL
AH Realty Trust
AHRT
$527M
– –
-52,126
Closed -$345K
AIG icon
2522
CALL
American International
AIG
$42.5B
– –
-360,597
Closed -$30.8M
AIR icon
2523
CALL
AAR Corp
AIR
$5.86B
– –
-16,087
Closed -$1.33M
AIT icon
2524
PUT
Applied Industrial Technologies
AIT
$13.2B
– –
-12,710
Closed -$3.26M
AIV
2525
CALL
Aimco
AIV
$381M
– –
-261,906
Closed -$1.56M
99 100
101
102 103

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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.