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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
CENX icon
1076
Century Aluminum
CENX
$4.43B
$1.88M ﹤0.01%
+32,055
New +$1.61M
STEP icon
1077
StepStone Group
STEP
$3.61B
$1.88M ﹤0.01%
39,358
+9,979
+34% +$576K
MHK icon
1078
Mohawk Industries
MHK
$7.5B
$1.87M ﹤0.01%
+18,992
New +$2.21M
IVT icon
1079
InvenTrust Properties
IVT
$2.76B
$1.86M ﹤0.01%
61,163
+6,891
+13% +$208K
KBR icon
1080
KBR
KBR
$4.62B
$1.86M ﹤0.01%
50,542
+10,442
+26% +$429K
MTH icon
1081
Meritage Homes
MTH
$4.58B
$1.86M ﹤0.01%
30,026
+4,336
+17% +$306K
FORM icon
1082
FormFactor
FORM
$8.28B
$1.86M ﹤0.01%
19,133
+2,923
+18% +$252K
USRT icon
1083
iShares Core US REIT ETF
USRT
$4.62B
$1.85M ﹤0.01%
+31,785
New +$1.91M
BC icon
1084
Brunswick
BC
$5.13B
$1.85M ﹤0.01%
+25,447
New +$2.05M
UFPI icon
1085
UFP Industries
UFPI
$4.9B
$1.85M ﹤0.01%
20,088
+2,953
+17% +$298K
TFX icon
1086
Teleflex
TFX
$6.05B
$1.85M ﹤0.01%
15,457
+2,992
+24% +$330K
XLU icon
1087
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$1.84M ﹤0.01%
40,169
+3
+0% +$135
MC icon
1088
Moelis & Co
MC
$4.97B
$1.84M ﹤0.01%
32,274
-1,281
-4% -$83.3K
TPC
1089
Tutor Perini Cor
TPC
$4.41B
$1.84M ﹤0.01%
23,802
+3,259
+16% +$249K
PTCT icon
1090
PTC Therapeutics
PTCT
$5.68B
$1.84M ﹤0.01%
26,965
+4,133
+18% +$293K
CRBG icon
1091
Corebridge Financial
CRBG
$14.1B
$1.83M ﹤0.01%
76,753
+10,977
+17% +$307K
MTN icon
1092
Vail Resorts
MTN
$5.32B
$1.83M ﹤0.01%
14,270
+2,692
+23% +$367K
MAT icon
1093
Mattel
MAT
$4.38B
$1.83M ﹤0.01%
+125,722
New +$2.29M
AGX icon
1094
Argan
AGX
$8B
$1.83M ﹤0.01%
+3,351
New +$1.37M
AIR icon
1095
AAR Corp
AIR
$5.59B
$1.82M ﹤0.01%
+16,656
New +$1.79M
SITM icon
1096
SiTime
SITM
$16B
$1.81M ﹤0.01%
5,248
+728
+16% +$268K
TNDM icon
1097
Tandem Diabetes Care
TNDM
$1.34B
$1.81M ﹤0.01%
94,340
+20,325
+27% +$442K
Z icon
1098
Zillow
Z
$7.79B
$1.81M ﹤0.01%
43,650
+6,984
+19% +$371K
LRN icon
1099
Stride
LRN
$3.41B
$1.78M ﹤0.01%
20,214
-9,274
-31% -$752K
PEGA icon
1100
Pegasystems
PEGA
$5.02B
$1.78M ﹤0.01%
41,875
+9,051
+28% +$420K
42 43
44
45 46

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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.