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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
SPGI icon
76
S&P Global
SPGI
$124B
$112M 0.24%
262,856
-4,432
-2% -$2.06M
NEM icon
77
Newmont
NEM
$96.6B
$112M 0.24%
+1,031,798
New +$119M
MCK icon
78
McKesson
MCK
$105B
$112M 0.24%
129,037
+8,122
+7% +$7.25M
CRS icon
79
Carpenter Technology
CRS
$26.9B
$110M 0.24%
279,512
+12,644
+5% +$4.61M
LRCX icon
80
Lam Research
LRCX
$326B
$108M 0.23%
505,356
-33,090
-6% -$7.4M
PFE icon
81
Pfizer
PFE
$143B
$107M 0.23%
+3,805,542
New +$101M
AXP icon
82
American Express
AXP
$226B
$103M 0.23%
+342,113
New +$115M
CVS icon
83
CVS Health
CVS
$136B
$103M 0.22%
1,438,394
-146,841
-9% -$11.3M
APTV icon
84
Aptiv
APTV
$12.5B
$103M 0.22%
1,480,566
+434,040
+41% +$33.4M
RY icon
85
Royal Bank of Canada
RY
$290B
$102M 0.22%
633,974
+24,125
+4% +$4.04M
AMGN icon
86
Amgen
AMGN
$210B
$99.5M 0.22%
282,696
-42,991
-13% -$15.3M
FTNT icon
87
Fortinet
FTNT
$108B
$99.2M 0.22%
+1,213,433
New +$98M
TJX icon
88
TJX Companies
TJX
$179B
$98.3M 0.21%
615,666
+37,585
+7% +$5.85M
MS icon
89
Morgan Stanley
MS
$323B
$97.4M 0.21%
+591,649
New +$102M
BIIB icon
90
Biogen
BIIB
$30.7B
$95.7M 0.21%
522,155
+69,713
+15% +$12.8M
CB icon
91
Chubb
CB
$141B
$94.7M 0.21%
290,585
+92,063
+46% +$29.5M
SCHW
92
Charles Schwab
SCHW
$184B
$94.6M 0.21%
+1,006,480
New +$98.7M
BMY icon
93
Bristol-Myers Squibb
BMY
$130B
$91.8M 0.2%
1,513,317
+48,032
+3% +$2.8M
LOW icon
94
Lowe's Companies
LOW
$122B
$91.3M 0.2%
+386,249
New +$101M
COR icon
95
Cencora
COR
$62B
$90.6M 0.2%
+288,395
New +$101M
NOW icon
96
ServiceNow
NOW
$120B
$90.2M 0.2%
+862,660
New +$101M
EQIX icon
97
Equinix
EQIX
$100B
$89.9M 0.2%
91,721
-342
-0.4% -$304K
NEE icon
98
NextEra Energy
NEE
$185B
$89.4M 0.19%
+962,449
New +$85.6M
HD icon
99
Home Depot
HD
$340B
$88.7M 0.19%
269,609
-13,770
-5% -$5.02M
ABT icon
100
Abbott
ABT
$189B
$88.3M 0.19%
+860,248
New +$97.1M
2 3
4
5 6

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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.