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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
MTG icon
951
MGIC Investment
MTG
$6.16B
$2.34M 0.01%
+89,292
New +$2.39M
MIDD icon
952
Middleby
MIDD
$6.04B
$2.34M 0.01%
+17,667
New +$2.68M
KMX icon
953
CarMax
KMX
$8.13B
$2.34M 0.01%
56,264
+10,807
+24% +$473K
LNTH icon
954
Lantheus
LNTH
$6.49B
$2.34M 0.01%
30,814
-23,671
-43% -$1.7M
RLI icon
955
RLI Corp
RLI
$5.62B
$2.33M 0.01%
40,933
+12,663
+45% +$760K
PRMB
956
Primo Brands
PRMB
$8.24B
$2.33M 0.01%
+123,837
New +$2.39M
ENPH icon
957
Enphase Energy
ENPH
$4.96B
$2.33M 0.01%
61,613
+15,678
+34% +$651K
LNC icon
958
Lincoln National
LNC
$8.73B
$2.33M 0.01%
65,599
+9,201
+16% +$354K
MKTX icon
959
MarketAxess Holdings
MKTX
$5.71B
$2.33M 0.01%
14,105
-336
-2% -$58.9K
FROG icon
960
JFrog
FROG
$9.66B
$2.32M 0.01%
49,527
+17,500
+55% +$859K
AMKR icon
961
Amkor Technology
AMKR
$12.4B
$2.32M 0.01%
51,547
+5,144
+11% +$246K
SARO
962
StandardAero Inc
SARO
$9.74B
$2.32M 0.01%
89,848
+31,864
+55% +$951K
OGS icon
963
ONE Gas
OGS
$4.87B
$2.32M 0.01%
+26,894
New +$2.23M
CWEN icon
964
Clearway Energy Class C
CWEN
$4.94B
$2.31M 0.01%
58,734
+24,237
+70% +$905K
PLXS icon
965
Plexus
PLXS
$6.72B
$2.31M 0.01%
+11,383
New +$2.16M
MUR icon
966
Murphy Oil
MUR
$5.7B
$2.3M 0.01%
55,781
+9,723
+21% +$329K
SNEX icon
967
StoneX
SNEX
$9.26B
$2.3M 0.01%
42,790
+2,488
+6% +$126K
BAX icon
968
Baxter International
BAX
$13.5B
$2.3M 0.01%
136,934
-260,046
-66% -$5.03M
QBTS icon
969
D-Wave Quantum Inc. Common Stock
QBTS
$6.7B
$2.3M 0.01%
159,356
+18,185
+13% +$385K
OMF icon
970
OneMain Financial
OMF
$7.2B
$2.3M 0.01%
+42,952
New +$2.55M
LAUR icon
971
Laureate Education
LAUR
$5.28B
$2.3M 0.01%
65,910
+18,104
+38% +$620K
NWSA icon
972
News Corp Class A
NWSA
$14.9B
$2.29M 0.01%
91,944
-12,567
-12% -$312K
FCN icon
973
FTI Consulting
FCN
$4.4B
$2.28M 0.01%
+12,899
New +$2.2M
NOV icon
974
NOV
NOV
$6.93B
$2.28M 0.01%
+121,048
New +$2.27M
BEN icon
975
Franklin Resources
BEN
$17.6B
$2.26M ﹤0.01%
95,727
+3,997
+4% +$103K
37 38
39
40 41

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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.