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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
SF
851
Stifel
SF
$12.6B
$2.94M 0.01%
39,745
+3,152
+9% +$250K
PSN icon
852
Parsons
PSN
$4.72B
$2.94M 0.01%
54,196
+25,606
+90% +$1.64M
IRT icon
853
Independence Realty Trust
IRT
$3.92B
$2.92M 0.01%
+196,145
New +$3.22M
U icon
854
Unity
U
$13.8B
$2.9M 0.01%
132,077
+25,907
+24% +$719K
WFRD icon
855
Weatherford International
WFRD
$6.29B
$2.9M 0.01%
30,614
+6,120
+25% +$576K
FHN icon
856
First Horizon
FHN
$12.2B
$2.89M 0.01%
127,121
+24,504
+24% +$586K
NJR icon
857
New Jersey Resources
NJR
$5.84B
$2.89M 0.01%
+52,615
New +$2.72M
QLYS icon
858
Qualys
QLYS
$5.1B
$2.87M 0.01%
32,713
+1,151
+4% +$128K
AGCO icon
859
AGCO
AGCO
$7.15B
$2.87M 0.01%
+24,793
New +$3.01M
DT icon
860
Dynatrace
DT
$12.9B
$2.87M 0.01%
77,619
-21,074
-21% -$806K
HSIC icon
861
Henry Schein
HSIC
$9.77B
$2.87M 0.01%
+38,921
New +$3.01M
WTRG icon
862
Essential Utilities
WTRG
$11.3B
$2.82M 0.01%
70,135
-48,168
-41% -$1.9M
AM icon
863
Antero Midstream
AM
$10.4B
$2.82M 0.01%
+123,542
New +$2.55M
PCOR icon
864
Procore
PCOR
$8.26B
$2.8M 0.01%
+49,199
New +$2.91M
RPM icon
865
RPM International
RPM
$13.7B
$2.8M 0.01%
28,157
+1,004
+4% +$108K
CMC icon
866
Commercial Metals
CMC
$7.6B
$2.79M 0.01%
+45,448
New +$3.28M
BLDP
867
Ballard Power Systems
BLDP
$805M
$2.79M 0.01%
+1,162,499
New +$2.77M
CAG icon
868
Conagra Brands
CAG
$6.94B
$2.78M 0.01%
176,764
+47,873
+37% +$845K
LEA icon
869
Lear
LEA
$6.54B
$2.77M 0.01%
22,907
+6,882
+43% +$858K
ESTC icon
870
Elastic
ESTC
$6.84B
$2.76M 0.01%
55,293
+9,748
+21% +$599K
HXL icon
871
Hexcel
HXL
$7.79B
$2.76M 0.01%
34,142
+4,564
+15% +$384K
BNL icon
872
Broadstone Net Lease
BNL
$4.11B
$2.76M 0.01%
151,187
+43,982
+41% +$828K
VAL icon
873
Valaris
VAL
$5.48B
$2.76M 0.01%
+28,163
New +$2.19M
FNB icon
874
FNB Corp
FNB
$6.73B
$2.76M 0.01%
+164,959
New +$2.85M
AMG icon
875
Affiliated Managers Group
AMG
$9.69B
$2.75M 0.01%
+9,944
New +$3M
33 34
35
36 37

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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.