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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
P
626
Everpure Inc
P
$25.7B
$5.58M 0.01%
+94,432
New +$6.4M
ZBH icon
627
Zimmer Biomet
ZBH
$18.2B
$5.57M 0.01%
61,651
+6,057
+11% +$556K
CG icon
628
Carlyle Group
CG
$16.6B
$5.53M 0.01%
114,292
+130
+0.1% +$7.17K
TSEM icon
629
Tower Semiconductor
TSEM
$24.8B
$5.52M 0.01%
31,476
-10,292
-25% -$1.38M
AEIS icon
630
Advanced Energy
AEIS
$11.6B
$5.5M 0.01%
17,057
+4,047
+31% +$1.17M
ALAB icon
631
Astera Labs
ALAB
$53.3B
$5.43M 0.01%
49,588
+16,613
+50% +$2.37M
CHTR icon
632
Charter Communications
CHTR
$17.3B
$5.39M 0.01%
24,955
+972
+4% +$211K
RNR icon
633
RenaissanceRe
RNR
$13.3B
$5.37M 0.01%
18,063
+2,786
+18% +$808K
BURL icon
634
Burlington
BURL
$23.2B
$5.35M 0.01%
+16,450
New +$5.04M
UNM icon
635
Unum
UNM
$13.6B
$5.33M 0.01%
73,032
-4,306
-6% -$321K
CDE icon
636
Coeur Mining
CDE
$15.4B
$5.32M 0.01%
+283,649
New +$6.17M
GL icon
637
Globe Life
GL
$14.2B
$5.32M 0.01%
38,220
+5,152
+16% +$727K
BWXT icon
638
BWX Technologies
BWXT
$15.5B
$5.29M 0.01%
25,878
+6,060
+31% +$1.23M
STRL icon
639
Sterling Infrastructure
STRL
$18.3B
$5.28M 0.01%
12,976
+2,000
+18% +$782K
AR icon
640
Antero Resources
AR
$11.1B
$5.28M 0.01%
124,440
+26,820
+27% +$979K
SNX icon
641
TD Synnex
SNX
$20.4B
$5.22M 0.01%
30,933
+6,049
+24% +$953K
GPN icon
642
Global Payments
GPN
$23B
$5.18M 0.01%
+76,971
New +$5.68M
LECO icon
643
Lincoln Electric
LECO
$14.2B
$5.11M 0.01%
+20,519
New +$5.49M
ELAN icon
644
Elanco Animal Health
ELAN
$13.2B
$5.1M 0.01%
213,321
+56,906
+36% +$1.39M
KRG icon
645
Kite Realty
KRG
$5.81B
$5.09M 0.01%
207,529
+54,185
+35% +$1.33M
BMRN icon
646
BioMarin Pharmaceuticals
BMRN
$11.6B
$5.07M 0.01%
89,808
+28,408
+46% +$1.66M
SMCI icon
647
Super Micro Computer
SMCI
$18.4B
$5.07M 0.01%
222,489
+23,518
+12% +$706K
EPRT icon
648
Essential Properties Realty Trust
EPRT
$6.77B
$5.07M 0.01%
+166,852
New +$5.29M
BLDR icon
649
Builders FirstSource
BLDR
$7.15B
$5.06M 0.01%
+61,412
New +$6.56M
NNN icon
650
NNN REIT
NNN
$9.04B
$4.97M 0.01%
118,260
+8,409
+8% +$362K
24 25
26
27 28

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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.