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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
QGEN icon
501
Qiagen
QGEN
$8.54B
$9.58M 0.02%
+239,528
New +$11.3M
EL icon
502
Estee Lauder
EL
$30.4B
$9.53M 0.02%
132,797
+5,378
+4% +$550K
SLF icon
503
Sun Life Financial
SLF
$46B
$9.41M 0.02%
150,631
+4,898
+3% +$313K
EGP icon
504
EastGroup Properties
EGP
$11.2B
$9.37M 0.02%
50,633
+2,394
+5% +$447K
J icon
505
Jacobs Solutions
J
$15.9B
$9.35M 0.02%
73,476
-3,803
-5% -$517K
RGLD icon
506
Royal Gold
RGLD
$16.8B
$9.27M 0.02%
36,432
+9,638
+36% +$2.56M
HEI.A icon
507
HEICO Corp Class A
HEI.A
$36B
$9.26M 0.02%
43,854
+4,067
+10% +$1M
EG icon
508
Everest Group
EG
$14.5B
$9.25M 0.02%
+28,298
New +$9.31M
SW
509
Smurfit Westrock
SW
$24.1B
$9.23M 0.02%
231,707
-27,625
-11% -$1.19M
KHC icon
510
Kraft Heinz
KHC
$30.7B
$9.22M 0.02%
409,774
-104,217
-20% -$2.45M
ODFL icon
511
Old Dominion Freight Line
ODFL
$44.1B
$9.07M 0.02%
46,411
+1,429
+3% +$266K
FLUT icon
512
Flutter Entertainment
FLUT
$18.1B
$9.06M 0.02%
89,183
-354
-0.4% -$51K
UDR icon
513
UDR
UDR
$12.3B
$9.05M 0.02%
267,880
+5,526
+2% +$203K
MSTR icon
514
Strategy Inc
MSTR
$34.1B
$9.04M 0.02%
+72,450
New +$10.4M
CCI icon
515
Crown Castle
CCI
$33.3B
$9M 0.02%
110,628
+620
+0.6% +$53.4K
MDB icon
516
MongoDB
MDB
$27.1B
$8.98M 0.02%
+36,672
New +$12.3M
VMC icon
517
Vulcan Materials
VMC
$34.8B
$8.95M 0.02%
32,864
+3,402
+12% +$1M
WWD icon
518
Woodward
WWD
$21.5B
$8.87M 0.02%
24,773
+3,626
+17% +$1.31M
GLPI icon
519
Gaming and Leisure Properties
GLPI
$12.7B
$8.81M 0.02%
+198,514
New +$9.2M
VMI icon
520
Valmont Industries
VMI
$9.3B
$8.74M 0.02%
21,885
-16,593
-43% -$7.25M
VRSK icon
521
Verisk Analytics
VRSK
$25.4B
$8.63M 0.02%
45,506
-1,113
-2% -$226K
MTB icon
522
M&T Bank
MTB
$35.7B
$8.63M 0.02%
+41,734
New +$8.98M
AKAM icon
523
Akamai
AKAM
$16.7B
$8.58M 0.02%
74,738
+24,690
+49% +$2.47M
LEN icon
524
Lennar Class A
LEN
$19.8B
$8.58M 0.02%
98,763
+45,177
+84% +$4.88M
CPT icon
525
Camden Property Trust
CPT
$11B
$8.52M 0.02%
+87,198
New +$9.24M
19 20
21
22 23

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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.