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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
SOFI icon
401
SoFi Technologies
SOFI
$21.1B
$15.4M 0.03%
969,988
+85,903
+10% +$1.81M
FIS icon
402
Fidelity National Information Services
FIS
$23.2B
$15.3M 0.03%
326,626
+80,300
+33% +$4.32M
LVS icon
403
Las Vegas Sands
LVS
$31.9B
$15.2M 0.03%
+282,017
New +$16M
OKTA icon
404
Okta
OKTA
$24.7B
$15.2M 0.03%
+192,877
New +$16M
CHRW icon
405
C.H. Robinson
CHRW
$17.5B
$15.2M 0.03%
91,290
+44,703
+96% +$8M
MLI icon
406
Mueller Industries
MLI
$14.7B
$15.2M 0.03%
273,616
+9,390
+4% +$563K
CLS icon
407
Celestica
CLS
$38.7B
$15.1M 0.03%
+53,763
New +$15.6M
KIM icon
408
Kimco Realty
KIM
$17.2B
$15.1M 0.03%
+673,035
New +$14.8M
HEI icon
409
HEICO Corp
HEI
$49.9B
$15M 0.03%
54,802
-36,562
-40% -$11.8M
NTR icon
410
Nutrien
NTR
$33.3B
$14.9M 0.03%
197,557
+13,378
+7% +$954K
TER icon
411
Teradyne
TER
$58.8B
$14.7M 0.03%
49,624
+11,096
+29% +$3.09M
GDDY icon
412
GoDaddy
GDDY
$11.1B
$14.7M 0.03%
177,817
+24,789
+16% +$2.35M
AZO icon
413
AutoZone
AZO
$49.5B
$14.6M 0.03%
4,324
+97
+2% +$348K
HOOD icon
414
Robinhood
HOOD
$79.6B
$14.5M 0.03%
209,280
+24,548
+13% +$2.15M
A icon
415
Agilent Technologies
A
$39.3B
$14.5M 0.03%
+126,787
New +$16.1M
FANG icon
416
Diamondback Energy
FANG
$57.1B
$14.2M 0.03%
71,970
+25,717
+56% +$4.37M
HAL icon
417
Halliburton
HAL
$27B
$14.2M 0.03%
+364,165
New +$12.6M
GEN icon
418
Gen Digital
GEN
$16.4B
$14.1M 0.03%
+750,871
New +$17.4M
NUE icon
419
Nucor
NUE
$58.8B
$14M 0.03%
83,052
+23,365
+39% +$4.07M
TOST icon
420
Toast
TOST
$18.8B
$13.9M 0.03%
524,994
+10,002
+2% +$298K
CCEP icon
421
Coca-Cola Europacific Partners
CCEP
$48.3B
$13.9M 0.03%
153,352
+26,865
+21% +$2.58M
STE icon
422
Steris
STE
$22.3B
$13.9M 0.03%
+62,774
New +$15.4M
STLD icon
423
Steel Dynamics
STLD
$36.3B
$13.8M 0.03%
76,491
+9,652
+14% +$1.76M
BG icon
424
Bunge Global
BG
$20.4B
$13.8M 0.03%
108,119
+11,738
+12% +$1.36M
SUI icon
425
Sun Communities
SUI
$15.3B
$13.6M 0.03%
108,106
-2,070
-2% -$268K
15 16
17
18 19

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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.