We are live on ! Find out more
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
JEF icon
926
Jefferies Financial Group
JEF
$12.6B
$2.44M 0.01%
+59,165
New +$3.07M
FLR icon
927
Fluor
FLR
$7.01B
$2.44M 0.01%
+52,250
New +$2.43M
BEAM icon
928
Beam Therapeutics
BEAM
$2.63B
$2.43M 0.01%
102,129
+58,348
+133% +$1.62M
DKNG icon
929
DraftKings
DKNG
$11.6B
$2.43M 0.01%
112,171
+12,323
+12% +$334K
G icon
930
Genpact
G
$5.96B
$2.41M 0.01%
64,814
+12,817
+25% +$528K
SEDG icon
931
SolarEdge
SEDG
$2.51B
$2.41M 0.01%
47,278
-590
-1% -$22.2K
WH icon
932
Wyndham Hotels & Resorts
WH
$5.56B
$2.41M 0.01%
29,696
+7,054
+31% +$553K
OSK icon
933
Oshkosh
OSK
$8.79B
$2.41M 0.01%
+16,357
New +$2.55M
BVN icon
934
Compañía de Minas Buenaventura
BVN
$7.69B
$2.41M 0.01%
+66,797
New +$2.41M
RYN icon
935
Rayonier
RYN
$6.55B
$2.4M 0.01%
116,398
+64,309
+123% +$1.42M
CBSH icon
936
Commerce Bancshares
CBSH
$8.53B
$2.4M 0.01%
+48,695
New +$2.53M
ICL icon
937
ICL Group
ICL
$6.53B
$2.39M 0.01%
466,645
+170,442
+58% +$911K
AAON icon
938
Aaon
AAON
$7.3B
$2.39M 0.01%
+28,863
New +$2.62M
EBC icon
939
Eastern Bankshares
EBC
$5.26B
$2.38M 0.01%
+121,761
New +$2.43M
UUUU icon
940
Energy Fuels
UUUU
$2.86B
$2.38M 0.01%
+130,282
New +$2.7M
JHG
941
DELISTED
Janus Henderson
JHG
$2.38M 0.01%
46,277
+4,079
+10% +$202K
BCE icon
942
BCE
BCE
$20.2B
$2.38M 0.01%
+94,493
New +$2.39M
GBCI icon
943
Glacier Bancorp
GBCI
$6.42B
$2.38M 0.01%
53,200
+10,247
+24% +$485K
SR icon
944
Spire
SR
$4.72B
$2.37M 0.01%
26,205
+3,456
+15% +$303K
S icon
945
SentinelOne
S
$6.53B
$2.37M 0.01%
184,113
+30,273
+20% +$420K
ALKS icon
946
Alkermes
ALKS
$8.22B
$2.36M 0.01%
66,815
+17,839
+36% +$553K
UE icon
947
Urban Edge Properties
UE
$2.86B
$2.36M 0.01%
118,190
+8,221
+7% +$165K
REZI icon
948
Resideo Technologies
REZI
$5.19B
$2.36M 0.01%
69,912
+16,122
+30% +$576K
SOLV icon
949
Solventum
SOLV
$14.8B
$2.35M 0.01%
35,993
+2,145
+6% +$159K
PLNT icon
950
Planet Fitness
PLNT
$4.42B
$2.35M 0.01%
31,570
+6,515
+26% +$573K
36 37
38
39 40

Similar funds

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return

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.