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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
NVT icon
426
nVent Electric
NVT
$25.5B
$13.5M 0.03%
114,251
+36,795
+48% +$4.18M
AWR icon
427
American States Water
AWR
$3.37B
$13.5M 0.03%
+178,161
New +$13.1M
MTD icon
428
Mettler-Toledo International
MTD
$28.6B
$13.5M 0.03%
10,674
+5,910
+124% +$7.97M
MLM icon
429
Martin Marietta Materials
MLM
$31.9B
$13.4M 0.03%
22,745
+445
+2% +$284K
STLA icon
430
Stellantis
STLA
$16.8B
$13.3M 0.03%
+1,912,175
New +$16M
D icon
431
Dominion Energy
D
$61.2B
$13.3M 0.03%
215,872
+14,743
+7% +$911K
PAAS icon
432
Pan American Silver
PAAS
$18.2B
$13.3M 0.03%
+243,514
New +$14M
CW icon
433
Curtiss-Wright
CW
$26.9B
$13.3M 0.03%
19,492
+235
+1% +$156K
LITE icon
434
Lumentum
LITE
$56.3B
$13.1M 0.03%
18,669
-3,407
-15% -$1.87M
GWW icon
435
W.W. Grainger
GWW
$65.6B
$13.1M 0.03%
+12,013
New +$13.1M
OTIS icon
436
Otis Worldwide
OTIS
$27.4B
$13M 0.03%
169,218
-70,775
-29% -$6.19M
ILMN icon
437
Illumina
ILMN
$30.9B
$12.9M 0.03%
+104,272
New +$13.7M
CNP icon
438
CenterPoint Energy
CNP
$27.7B
$12.8M 0.03%
+297,176
New +$12.3M
NU icon
439
Nu Holdings
NU
$69.4B
$12.8M 0.03%
887,619
+36,695
+4% +$595K
ESS icon
440
Essex Property Trust
ESS
$18.4B
$12.6M 0.03%
52,167
-7,731
-13% -$1.95M
NXPI icon
441
NXP Semiconductors
NXPI
$58.6B
$12.5M 0.03%
63,386
+2,822
+5% +$625K
FITB
442
Fifth Third Bancorp
FITB
$51.3B
$12.5M 0.03%
+268,091
New +$13.2M
SSNC icon
443
SS&C Technologies
SSNC
$18.4B
$12.5M 0.03%
184,329
-12,110
-6% -$931K
NBIX icon
444
Neurocrine Biosciences
NBIX
$16.9B
$12.4M 0.03%
94,379
-3,071
-3% -$407K
TEAM icon
445
Atlassian
TEAM
$25.5B
$12.4M 0.03%
+182,141
New +$17.9M
BSY icon
446
Bentley Systems
BSY
$10.7B
$12.4M 0.03%
+352,635
New +$13M
ULTA icon
447
Ulta Beauty
ULTA
$22.1B
$12.4M 0.03%
23,645
-4,689
-17% -$2.98M
AMCR icon
448
Amcor
AMCR
$20.7B
$12.3M 0.03%
309,837
+5,659
+2% +$250K
STZ icon
449
Constellation Brands
STZ
$22.2B
$12.2M 0.03%
81,316
-84,734
-51% -$13.1M
LYB icon
450
LyondellBasell Industries
LYB
$20.2B
$12.1M 0.03%
+150,508
New +$8.93M
16 17
18
19 20

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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.