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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
NBIS
476
Nebius Group N.V.
NBIS
$48.3B
$10.8M 0.02%
+103,952
New +$10.4M
ITT icon
477
ITT
ITT
$17.5B
$10.8M 0.02%
+56,528
New +$10.8M
GEHC icon
478
GE HealthCare
GEHC
$30.7B
$10.8M 0.02%
+151,070
New +$11.9M
HST icon
479
Host Hotels & Resorts
HST
$17.2B
$10.6M 0.02%
+555,053
New +$10.6M
MAA icon
480
Mid-America Apartment Communities
MAA
$15.4B
$10.6M 0.02%
87,069
-7,484
-8% -$988K
COHR icon
481
Coherent
COHR
$51.4B
$10.6M 0.02%
44,424
-7,797
-15% -$1.79M
FTI icon
482
TechnipFMC
FTI
$28.6B
$10.5M 0.02%
152,814
+24,105
+19% +$1.45M
FICO icon
483
Fair Isaac
FICO
$24.3B
$10.4M 0.02%
+9,775
New +$13.4M
DTE icon
484
DTE Energy
DTE
$29.5B
$10.4M 0.02%
+71,027
New +$9.99M
PNW icon
485
Pinnacle West Capital
PNW
$12.2B
$10.2M 0.02%
+100,945
New +$9.74M
INVH icon
486
Invitation Homes
INVH
$17.7B
$10.2M 0.02%
408,701
+7,650
+2% +$200K
IP icon
487
International Paper
IP
$21.6B
$10.1M 0.02%
284,258
+1,648
+0.6% +$68.5K
ITRI icon
488
Itron
ITRI
$4.36B
$10.1M 0.02%
113,053
-22,607
-17% -$2.17M
CIB icon
489
Grupo Cibest SA
CIB
$22B
$10.1M 0.02%
138,271
+90
+0.1% +$6.62K
YUMC icon
490
Yum China
YUMC
$16.5B
$10.1M 0.02%
204,536
-57,496
-22% -$2.98M
DXCM icon
491
DexCom
DXCM
$32.2B
$10M 0.02%
+159,319
New +$11.1M
TTD icon
492
Trade Desk
TTD
$8.48B
$10M 0.02%
440,674
-147,576
-25% -$4.26M
ARES icon
493
Ares Management
ARES
$28.9B
$9.93M 0.02%
+91,060
New +$12.1M
MAS icon
494
Masco
MAS
$14.1B
$9.89M 0.02%
163,777
-1,846
-1% -$125K
RMD icon
495
ResMed
RMD
$30.6B
$9.8M 0.02%
+43,646
New +$10.9M
GIS icon
496
General Mills
GIS
$19.1B
$9.79M 0.02%
263,049
-22,698
-8% -$986K
EFX icon
497
Equifax
EFX
$20.3B
$9.74M 0.02%
54,111
-470
-0.9% -$93.3K
TECK icon
498
Teck Resources
TECK
$29.6B
$9.68M 0.02%
187,396
+13,858
+8% +$742K
PRU icon
499
Prudential Financial
PRU
$42.4B
$9.62M 0.02%
98,464
+3,768
+4% +$390K
HOLX
500
DELISTED
Hologic
HOLX
$9.61M 0.02%
+127,137
New +$9.56M
18 19
20
21 22

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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.