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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
AXON
301
Axon Enterprise
AXON
$41.8B
$23.2M 0.05%
54,563
+2,839
+5% +$1.48M
IBKR icon
302
Interactive Brokers
IBKR
$40.1B
$23.2M 0.05%
+345,208
New +$24.6M
SNDK
303
Sandisk
SNDK
$181B
$23.1M 0.05%
36,388
+6,369
+21% +$3.6M
XYZ
304
Block Inc
XYZ
$47.9B
$23.1M 0.05%
383,939
+97,011
+34% +$5.9M
WCN
305
Waste Connections
WCN
$42.4B
$22.9M 0.05%
141,566
-9,661
-6% -$1.61M
RACE icon
306
Ferrari
RACE
$68.8B
$22.9M 0.05%
68,808
-951
-1% -$333K
CFG icon
307
Citizens Financial Group
CFG
$30.3B
$22.9M 0.05%
+381,326
New +$23.4M
ZS icon
308
Zscaler
ZS
$24B
$22.7M 0.05%
161,691
+8,315
+5% +$1.47M
AJG icon
309
Arthur J. Gallagher & Co
AJG
$65B
$22.6M 0.05%
104,503
-1,055
-1% -$244K
EXPE icon
310
Expedia Group
EXPE
$35B
$22.6M 0.05%
+97,928
New +$24.1M
WEC icon
311
WEC Energy
WEC
$35.8B
$22.5M 0.05%
193,992
+51,466
+36% +$5.78M
SE icon
312
Sea Limited
SE
$65.2B
$22.4M 0.05%
270,230
+26,703
+11% +$2.86M
DHI icon
313
D.R. Horton
DHI
$40.1B
$22.3M 0.05%
+162,406
New +$24.5M
CL icon
314
Colgate-Palmolive
CL
$73B
$22.1M 0.05%
259,152
-188,429
-42% -$16.8M
PCG icon
315
PG&E
PCG
$38.4B
$22.1M 0.05%
+1,256,059
New +$21.4M
ES icon
316
Eversource Energy
ES
$27.2B
$21.8M 0.05%
314,178
+11,200
+4% +$792K
CBRE icon
317
CBRE Group
CBRE
$42.5B
$21.8M 0.05%
160,669
+9,220
+6% +$1.4M
BX icon
318
Blackstone
BX
$103B
$21.7M 0.05%
+189,079
New +$24.6M
MTZ icon
319
MasTec
MTZ
$21.1B
$21.7M 0.05%
+67,367
New +$18.2M
TRP icon
320
TC Energy
TRP
$70.6B
$21.5M 0.05%
344,283
+6,691
+2% +$404K
PNR icon
321
Pentair
PNR
$10.4B
$21.4M 0.05%
246,166
-348,056
-59% -$34.1M
ADM icon
322
Archer Daniels Midland
ADM
$38.6B
$21.4M 0.05%
293,952
+16,157
+6% +$1.09M
VICI icon
323
VICI Properties
VICI
$28.9B
$21.3M 0.05%
779,228
+23,147
+3% +$663K
NTAP icon
324
NetApp
NTAP
$34.6B
$21.3M 0.05%
+207,827
New +$21.1M
NSC icon
325
Norfolk Southern
NSC
$75.3B
$21.1M 0.05%
73,552
+1,835
+3% +$545K
11 12
13
14 15

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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.