We are live on ! Find out more
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
TWLO icon
326
Twilio
TWLO
$29.3B
$21.1M 0.05%
167,645
+53,427
+47% +$6.57M
FAST icon
327
Fastenal
FAST
$54.3B
$21.1M 0.05%
+454,023
New +$20.4M
IDXX icon
328
Idexx Laboratories
IDXX
$43.7B
$20.9M 0.05%
37,147
+2,991
+9% +$1.92M
WSM icon
329
Williams-Sonoma
WSM
$27.2B
$20.9M 0.05%
114,371
-6,453
-5% -$1.29M
NDSN icon
330
Nordson
NDSN
$16.5B
$20.8M 0.05%
78,270
+40,088
+105% +$11M
WDAY icon
331
Workday
WDAY
$38.7B
$20.8M 0.05%
160,001
+41,899
+35% +$6.65M
IQV icon
332
IQVIA
IQV
$38.2B
$20.7M 0.05%
+121,284
New +$23.7M
COIN icon
333
Coinbase
COIN
$37B
$20.6M 0.04%
117,909
-5,226
-4% -$1.03M
TRI icon
334
Thomson Reuters
TRI
$42.6B
$20.5M 0.04%
223,864
+41,304
+23% +$4.36M
SUNB
335
Sunbelt Rentals Holdings
SUNB
$29.2B
$20.4M 0.04%
+325,680
New +$22.9M
IRM icon
336
Iron Mountain
IRM
$36.6B
$20.3M 0.04%
198,799
-6,562
-3% -$653K
AVB icon
337
AvalonBay Communities
AVB
$26.6B
$20.1M 0.04%
+122,877
New +$21.5M
ORLY icon
338
O'Reilly Automotive
ORLY
$72.5B
$20M 0.04%
+217,202
New +$20.4M
CMG icon
339
Chipotle Mexican Grill
CMG
$47.4B
$20M 0.04%
625,852
+6,466
+1% +$239K
PPG icon
340
PPG Industries
PPG
$24.4B
$20M 0.04%
186,739
+2,210
+1% +$251K
NI icon
341
NiSource
NI
$21.5B
$19.9M 0.04%
426,885
+116,395
+37% +$5.24M
PEG icon
342
Public Service Enterprise Group
PEG
$38.5B
$19.9M 0.04%
245,645
-6,276
-2% -$515K
FNV icon
343
Franco-Nevada
FNV
$41.2B
$19.9M 0.04%
+80,489
New +$19.9M
INCY icon
344
Incyte
INCY
$24.3B
$19.8M 0.04%
210,788
+1,861
+0.9% +$186K
WAT icon
345
Waters Corp
WAT
$36.7B
$19.8M 0.04%
66,526
+4,938
+8% +$1.69M
JBHT icon
346
JB Hunt Transport Services
JBHT
$25.7B
$19.8M 0.04%
93,418
+73,020
+358% +$15.6M
MSI icon
347
Motorola Solutions
MSI
$71.8B
$19.8M 0.04%
45,603
-3,786
-8% -$1.64M
CCJ icon
348
Cameco
CCJ
$37.6B
$19.8M 0.04%
+182,330
New +$20.9M
TROW icon
349
T. Rowe Price
TROW
$24.1B
$19.7M 0.04%
+219,097
New +$21.2M
EQH icon
350
Equitable Holdings
EQH
$13.2B
$19.7M 0.04%
532,052
-83,437
-14% -$3.57M
12 13
14
15 16

Similar funds

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return

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.