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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
DOW icon
376
Dow Inc
DOW
$21.8B
$17.6M 0.04%
422,568
-14,100
-3% -$447K
XEL icon
377
Xcel Energy
XEL
$48.8B
$17.6M 0.04%
221,121
-3,171
-1% -$249K
EXPD icon
378
Expeditors International
EXPD
$22B
$17.3M 0.04%
120,683
+50,174
+71% +$7.63M
VIPS icon
379
Vipshop
VIPS
$7.32B
$17.2M 0.04%
1,097,304
+18,159
+2% +$309K
ROST icon
380
Ross Stores
ROST
$80.5B
$17.2M 0.04%
+79,592
New +$15.9M
NDAQ icon
381
Nasdaq
NDAQ
$52.7B
$17.2M 0.04%
+202,533
New +$18.1M
DASH icon
382
DoorDash
DASH
$85.7B
$17.2M 0.04%
114,501
+10,499
+10% +$1.94M
HTHT icon
383
Huazhu Hotels Group
HTHT
$13.1B
$16.9M 0.04%
+336,796
New +$17.2M
VST icon
384
Vistra
VST
$49.9B
$16.9M 0.04%
112,571
+21,843
+24% +$3.54M
MGA icon
385
Magna International
MGA
$18.4B
$16.9M 0.04%
303,926
+238,096
+362% +$13.6M
CF icon
386
CF Industries
CF
$19.2B
$16.9M 0.04%
130,283
+8,636
+7% +$881K
AOS icon
387
A.O. Smith
AOS
$8.26B
$16.8M 0.04%
255,499
+221,934
+661% +$16M
WTW icon
388
Willis Towers Watson
WTW
$31.6B
$16.8M 0.04%
+57,640
New +$17.7M
KDP icon
389
Keurig Dr Pepper
KDP
$42.4B
$16.7M 0.04%
634,566
+8,458
+1% +$237K
IR icon
390
Ingersoll Rand
IR
$32.6B
$16.3M 0.04%
203,975
-4,583
-2% -$405K
L icon
391
Loews
L
$24.1B
$16.3M 0.04%
+152,851
New +$16.4M
EQR icon
392
Equity Residential
EQR
$25B
$16.2M 0.04%
273,775
+19,744
+8% +$1.22M
RJF icon
393
Raymond James Financial
RJF
$33.8B
$16.2M 0.04%
111,710
-50,685
-31% -$8.04M
WBD icon
394
Warner Bros
WBD
$66B
$15.9M 0.03%
578,969
+1,870
+0.3% +$52.4K
ZTS icon
395
Zoetis
ZTS
$32.3B
$15.8M 0.03%
133,497
+6,046
+5% +$748K
CNC icon
396
Centene
CNC
$30.7B
$15.7M 0.03%
478,423
+32,862
+7% +$1.35M
HUM icon
397
Humana
HUM
$44.1B
$15.6M 0.03%
90,227
+5,532
+7% +$1.13M
DELL icon
398
Dell
DELL
$263B
$15.6M 0.03%
95,182
+461
+0.5% +$61.4K
OHI icon
399
Omega Healthcare
OHI
$15.1B
$15.5M 0.03%
+354,270
New +$16.2M
CNM icon
400
Core & Main
CNM
$8.18B
$15.4M 0.03%
312,025
-48,379
-13% -$2.6M
14 15
16
17 18

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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.