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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
ASO icon
1126
Academy Sports + Outdoors
ASO
$2.94B
$1.7M ﹤0.01%
+30,042
New +$1.71M
FHB icon
1127
First Hawaiian
FHB
$3.38B
$1.69M ﹤0.01%
68,721
+16,514
+32% +$425K
LINE
1128
Lineage Inc
LINE
$9.65B
$1.69M ﹤0.01%
+51,673
New +$1.91M
HESM icon
1129
Hess Midstream
HESM
$5.24B
$1.69M ﹤0.01%
43,534
+2,589
+6% +$95.9K
TREX icon
1130
Trex
TREX
$4.51B
$1.69M ﹤0.01%
46,461
+6,002
+15% +$241K
CURB
1131
Curbline Properties
CURB
$3.52B
$1.69M ﹤0.01%
65,420
+7,345
+13% +$188K
IWM icon
1132
iShares Russell 2000 ETF
IWM
$79.8B
$1.69M ﹤0.01%
+7,039
New +$1.82M
BFH icon
1133
Bread Financial
BFH
$4.37B
$1.68M ﹤0.01%
+22,467
New +$1.66M
BKU icon
1134
Bankunited
BKU
$3.37B
$1.68M ﹤0.01%
37,104
+15,196
+69% +$709K
SLM icon
1135
SLM Corp
SLM
$4.89B
$1.67M ﹤0.01%
78,074
+15,244
+24% +$360K
PIPR icon
1136
Piper Sandler
PIPR
$5.12B
$1.67M ﹤0.01%
+21,832
New +$1.79M
RUSHA icon
1137
Rush Enterprises Class A
RUSHA
$6.2B
$1.67M ﹤0.01%
25,250
+3,295
+15% +$217K
SHO icon
1138
Sunstone Hotel Investors
SHO
$2.19B
$1.66M ﹤0.01%
184,624
+62,432
+51% +$573K
NWE icon
1139
NorthWestern Energy
NWE
$4.23B
$1.66M ﹤0.01%
25,180
+8,728
+53% +$591K
LLYVK icon
1140
Liberty Live Group Series C
LLYVK
$9.07B
$1.66M ﹤0.01%
+17,609
New +$1.58M
BCO icon
1141
Brink's
BCO
$4.88B
$1.65M ﹤0.01%
15,909
+3,697
+30% +$443K
OPCH icon
1142
Option Care Health
OPCH
$3.45B
$1.65M ﹤0.01%
+61,123
New +$1.98M
RDNT icon
1143
RadNet
RDNT
$5.02B
$1.64M ﹤0.01%
29,415
+5,268
+22% +$360K
RYAN icon
1144
Ryan Specialty Holdings
RYAN
$5.72B
$1.64M ﹤0.01%
+48,623
New +$2.08M
NVST icon
1145
Envista
NVST
$4.44B
$1.64M ﹤0.01%
64,471
+15,231
+31% +$395K
TDS icon
1146
Telephone and Data Systems
TDS
$3.82B
$1.63M ﹤0.01%
38,639
+5,917
+18% +$260K
POST icon
1147
Post Holdings
POST
$4.14B
$1.62M ﹤0.01%
+16,416
New +$1.67M
EXP icon
1148
Eagle Materials
EXP
$6.29B
$1.62M ﹤0.01%
+8,560
New +$1.82M
BROS icon
1149
Dutch Bros
BROS
$9.03B
$1.62M ﹤0.01%
31,915
+6,152
+24% +$336K
CVBF icon
1150
CVB Financial
CVBF
$3.94B
$1.61M ﹤0.01%
+83,016
New +$1.63M
44 45
46
47 48

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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.