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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
GXO icon
1026
GXO Logistics
GXO
$5.77B
$2.09M ﹤0.01%
+40,218
New +$2.3M
FRO icon
1027
Frontline
FRO
$8.76B
$2.08M ﹤0.01%
59,698
+5,443
+10% +$166K
HRL icon
1028
Hormel Foods
HRL
$13.8B
$2.08M ﹤0.01%
91,667
– –
ESNT icon
1029
Essent Group
ESNT
$6.08B
$2.07M ﹤0.01%
35,503
+3,302
+10% +$202K
JBS
1030
JBS N.V.
JBS
$46.1B
$2.07M ﹤0.01%
+115,255
New +$1.79M
RUN icon
1031
Sunrun
RUN
$2.34B
$2.06M ﹤0.01%
151,763
+38,828
+34% +$646K
AROC icon
1032
Archrock
AROC
$6.27B
$2.05M ﹤0.01%
+59,020
New +$1.88M
TFII icon
1033
TFI International
TFII
$11.1B
$2.05M ﹤0.01%
18,913
+402
+2% +$44.9K
XENE icon
1034
Xenon Pharmaceuticals
XENE
$6.06B
$2.05M ﹤0.01%
35,204
+9,615
+38% +$443K
DAN icon
1035
Dana Inc
DAN
$2.9B
$2.05M ﹤0.01%
+60,834
New +$1.9M
FULT icon
1036
Fulton Financial
FULT
$4.66B
$2.04M ﹤0.01%
+100,484
New +$2.07M
CFR icon
1037
Cullen/Frost Bankers
CFR
$10.3B
$2.04M ﹤0.01%
14,909
+2,086
+16% +$288K
VNT icon
1038
Vontier
VNT
$4.52B
$2.04M ﹤0.01%
57,514
+12,272
+27% +$473K
LAD icon
1039
Lithia Motors
LAD
$8.47B
$2.04M ﹤0.01%
8,157
+622
+8% +$185K
IJK icon
1040
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$2.02M ﹤0.01%
20,816
+1,790
+9% +$184K
NSA
1041
DELISTED
National Storage Affiliates Trust
NSA
$2.02M ﹤0.01%
53,605
+6,356
+13% +$215K
MIR icon
1042
Mirion Technologies
MIR
$3.73B
$2.02M ﹤0.01%
108,598
+24,832
+30% +$560K
AL
1043
DELISTED
Air Lease Corp
AL
$2.01M ﹤0.01%
+31,000
New +$2M
WTM icon
1044
White Mountains Insurance
WTM
$5.2B
$2.01M ﹤0.01%
+913
New +$1.95M
SWX icon
1045
Southwest Gas
SWX
$6.47B
$2M ﹤0.01%
23,043
+4,903
+27% +$418K
CWST icon
1046
Casella Waste Systems
CWST
$5.71B
$2M ﹤0.01%
25,197
+5,472
+28% +$524K
INFY icon
1047
Infosys
INFY
$48.7B
$2M ﹤0.01%
+147,955
New +$2.32M
VALE icon
1048
Vale
VALE
$64.1B
$2M ﹤0.01%
125,587
+10,732
+9% +$168K
CAVA icon
1049
CAVA Group
CAVA
$7.6B
$2M ﹤0.01%
24,695
+5,326
+27% +$388K
XP icon
1050
XP
XP
$8.81B
$2M ﹤0.01%
104,810
+13,800
+15% +$267K
40 41
42
43 44

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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.