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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
BJ icon
801
BJs Wholesale Club
BJ
$12.5B
$3.26M 0.01%
+33,117
New +$3.19M
RIVN icon
802
Rivian
RIVN
$22B
$3.25M 0.01%
+215,782
New +$3.45M
ESI icon
803
Element Solutions
ESI
$8.95B
$3.25M 0.01%
95,080
+17,341
+22% +$543K
BAH icon
804
Booz Allen Hamilton
BAH
$8.39B
$3.24M 0.01%
+41,494
New +$3.5M
BABA icon
805
Alibaba
BABA
$293B
$3.24M 0.01%
25,790
+7,996
+45% +$1.2M
OR icon
806
OR Royalties Inc
OR
$5.58B
$3.24M 0.01%
85,241
+34,717
+69% +$1.43M
LIVN icon
807
LivaNova
LIVN
$4.4B
$3.22M 0.01%
+50,698
New +$3.27M
HLI icon
808
Houlihan Lokey
HLI
$8.77B
$3.2M 0.01%
+22,281
New +$3.67M
PNFP icon
809
Pinnacle Financial Partners Inc
PNFP
$15.9B
$3.2M 0.01%
+37,142
New +$3.46M
HBM icon
810
Hudbay
HBM
$10.1B
$3.18M 0.01%
+152,505
New +$3.56M
SOLS
811
Solstice Advanced Materials
SOLS
$9.56B
$3.18M 0.01%
41,792
+7,395
+21% +$507K
UMBF icon
812
UMB Financial
UMBF
$11.1B
$3.18M 0.01%
28,168
+4,249
+18% +$511K
TAP icon
813
Molson Coors Class B
TAP
$7.79B
$3.18M 0.01%
+73,769
New +$3.5M
VIAV icon
814
Viavi Solutions
VIAV
$9.12B
$3.16M 0.01%
94,943
+14,156
+18% +$374K
MOS icon
815
The Mosaic Company
MOS
$7.03B
$3.15M 0.01%
123,554
+28,519
+30% +$782K
OKLO
816
Oklo
OKLO
$6.76B
$3.15M 0.01%
63,459
+34,019
+116% +$2.45M
FSV icon
817
FirstService
FSV
$6.48B
$3.12M 0.01%
+22,509
New +$3.43M
SWKS icon
818
Skyworks Solutions
SWKS
$9.37B
$3.12M 0.01%
58,210
+14,383
+33% +$837K
RGEN icon
819
Repligen
RGEN
$7.96B
$3.11M 0.01%
+26,381
New +$3.69M
SKT icon
820
Tanger
SKT
$4.67B
$3.09M 0.01%
91,071
+9,476
+12% +$326K
HALO icon
821
Halozyme
HALO
$9.79B
$3.08M 0.01%
47,644
+12,139
+34% +$856K
SFM icon
822
Sprouts Farmers Market
SFM
$8.13B
$3.07M 0.01%
39,783
+6,993
+21% +$522K
CUZ icon
823
Cousins Properties
CUZ
$5.19B
$3.05M 0.01%
+135,184
New +$3.28M
EPAM icon
824
EPAM Systems
EPAM
$5.51B
$3.05M 0.01%
22,492
+6,172
+38% +$1.06M
UGI icon
825
UGI
UGI
$7.74B
$3.04M 0.01%
83,540
-7,864
-9% -$296K
31 32
33
34 35

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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.