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
THG icon
976
Hanover Insurance
THG
$8.1B
$2.26M ﹤0.01%
13,040
+1,790
+16% +$311K
ELF icon
977
e.l.f. Beauty
ELF
$4.89B
$2.26M ﹤0.01%
37,266
+9,549
+34% +$777K
MSA icon
978
Mine Safety
MSA
$7.35B
$2.26M ﹤0.01%
+13,775
New +$2.52M
ATMU icon
979
Atmus Filtration Technologies
ATMU
$4.22B
$2.26M ﹤0.01%
+39,749
New +$2.35M
QRVO icon
980
Qorvo
QRVO
$7.99B
$2.25M ﹤0.01%
29,102
+3,627
+14% +$294K
ACI icon
981
Albertsons Companies
ACI
$5.62B
$2.25M ﹤0.01%
132,054
-27,412
-17% -$476K
PATH icon
982
UiPath
PATH
$6.61B
$2.24M ﹤0.01%
202,124
+49,857
+33% +$635K
PCTY icon
983
Paylocity
PCTY
$7.38B
$2.24M ﹤0.01%
+20,761
New +$2.55M
KNSL icon
984
Kinsale Capital Group
KNSL
$8.12B
$2.24M ﹤0.01%
+6,556
New +$2.48M
WLK icon
985
Westlake Corp
WLK
$9.03B
$2.24M ﹤0.01%
19,174
+5,807
+43% +$563K
M icon
986
Macy's
M
$6.53B
$2.23M ﹤0.01%
+123,260
New +$2.49M
RAL
987
Ralliant Corp
RAL
$7.23B
$2.23M ﹤0.01%
53,500
+18,645
+53% +$877K
SEE
988
DELISTED
Sealed Air
SEE
$2.22M ﹤0.01%
52,863
+7,713
+17% +$323K
AUB icon
989
Atlantic Union Bankshares
AUB
$6.02B
$2.22M ﹤0.01%
62,165
+14,584
+31% +$549K
MDU icon
990
MDU Resources
MDU
$4.17B
$2.22M ﹤0.01%
107,075
+33,250
+45% +$681K
SITE icon
991
SiteOne Landscape Supply
SITE
$4.12B
$2.21M ﹤0.01%
16,633
+2,499
+18% +$353K
DRH icon
992
Diamondrock Hospitality Co
DRH
$2.71B
$2.21M ﹤0.01%
+235,938
New +$2.25M
PAYC icon
993
Paycom
PAYC
$7.64B
$2.21M ﹤0.01%
18,184
-84,369
-82% -$11.3M
BNTX icon
994
BioNTech
BNTX
$22.9B
$2.21M ﹤0.01%
24,844
+17,775
+251% +$1.83M
ESAB icon
995
ESAB
ESAB
$5.38B
$2.2M ﹤0.01%
22,807
+4,341
+24% +$503K
SSD icon
996
Simpson Manufacturing
SSD
$7.72B
$2.2M ﹤0.01%
+12,844
New +$2.37M
PBF icon
997
PBF Energy
PBF
$8.57B
$2.2M ﹤0.01%
46,282
+10,015
+28% +$375K
OZK icon
998
Bank OZK
OZK
$5.6B
$2.2M ﹤0.01%
47,859
+9,886
+26% +$466K
VFC icon
999
VF Corp
VFC
$5.63B
$2.2M ﹤0.01%
129,214
+32,143
+33% +$606K
HWC icon
1000
Hancock Whitney
HWC
$6.2B
$2.19M ﹤0.01%
34,491
+6,615
+24% +$443K
38 39
40
41 42

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.