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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
ATO icon
551
Atmos Energy
ATO
$28.8B
$7.76M 0.02%
+41,990
New +$7.42M
AEE icon
552
Ameren
AEE
$30.3B
$7.71M 0.02%
+70,113
New +$7.5M
ATI icon
553
ATI
ATI
$25.6B
$7.6M 0.02%
52,264
+8,352
+19% +$1.16M
CCK icon
554
Crown Holdings
CCK
$12.8B
$7.59M 0.02%
75,704
+20,618
+37% +$2.2M
PBA icon
555
Pembina Pipeline
PBA
$28.4B
$7.48M 0.02%
+167,568
New +$7.11M
SJM icon
556
J.M. Smucker
SJM
$12.7B
$7.47M 0.02%
77,433
-106,671
-58% -$11.2M
ELS icon
557
Equity Lifestyle Properties
ELS
$12.6B
$7.46M 0.02%
119,524
-10,619
-8% -$688K
BMI icon
558
Badger Meter
BMI
$3.89B
$7.45M 0.02%
+48,879
New +$7.67M
KEY icon
559
KeyCorp
KEY
$24.2B
$7.42M 0.02%
+369,883
New +$7.75M
TDY icon
560
Teledyne Technologies
TDY
$30.4B
$7.35M 0.02%
12,148
-1,182
-9% -$738K
APA icon
561
APA Corp
APA
$13.2B
$7.31M 0.02%
+172,226
New +$5.21M
ADC icon
562
Agree Realty
ADC
$9.34B
$7.23M 0.02%
95,972
+11,098
+13% +$841K
TRU icon
563
TransUnion
TRU
$15.1B
$7.22M 0.02%
104,379
+2,392
+2% +$183K
AHR icon
564
American Healthcare REIT
AHR
$10.7B
$7.22M 0.02%
153,053
+32,576
+27% +$1.61M
CUBE icon
565
CubeSmart
CUBE
$9.39B
$7.17M 0.02%
195,562
+15,454
+9% +$593K
TPL icon
566
Texas Pacific Land
TPL
$27.8B
$7.16M 0.02%
15,093
+1,110
+8% +$477K
WCC
567
WESCO International
WCC
$16.7B
$7.16M 0.02%
26,174
+1,753
+7% +$492K
ON icon
568
ON Semiconductor
ON
$31.8B
$7.14M 0.02%
+115,327
New +$7.24M
FFIV icon
569
F5
FFIV
$22.9B
$7.12M 0.02%
24,610
+8,910
+57% +$2.47M
JLL icon
570
Jones Lang LaSalle
JLL
$16.3B
$7.03M 0.02%
23,095
+3,531
+18% +$1.14M
AMH icon
571
American Homes 4 Rent
AMH
$12B
$7M 0.02%
+250,572
New +$7.58M
CSGP icon
572
CoStar Group
CSGP
$11.7B
$6.95M 0.02%
172,283
-5,683
-3% -$296K
TRMB icon
573
Trimble
TRMB
$13.2B
$6.94M 0.02%
106,378
-89,943
-46% -$6.25M
CASY icon
574
Casey's General Stores
CASY
$32.2B
$6.92M 0.02%
9,506
-2,096
-18% -$1.37M
DG icon
575
Dollar General
DG
$28B
$6.88M 0.02%
57,983
-1,258
-2% -$179K
21 22
23
24 25

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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.