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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
KLIC icon
1176
Kulicke & Soffa
KLIC
$4.67B
$1.55M ﹤0.01%
23,615
+11,068
+88% +$703K
POWL icon
1177
Powell Industries
POWL
$7.6B
$1.55M ﹤0.01%
+8,595
New +$1.4M
MMSI icon
1178
Merit Medical Systems
MMSI
$5.08B
$1.55M ﹤0.01%
22,421
+3,463
+18% +$271K
CORZ icon
1179
Core Scientific
CORZ
$6.66B
$1.54M ﹤0.01%
102,635
+8,078
+9% +$138K
WFG icon
1180
West Fraser Timber
WFG
$5.08B
$1.53M ﹤0.01%
23,566
+6,118
+35% +$413K
ALGM icon
1181
Allegro MicroSystems
ALGM
$7.73B
$1.53M ﹤0.01%
+48,604
New +$1.68M
CSTM icon
1182
Constellium
CSTM
$3.76B
$1.53M ﹤0.01%
62,285
+22,840
+58% +$543K
CHWY icon
1183
Chewy
CHWY
$9.25B
$1.53M ﹤0.01%
56,565
+11,507
+26% +$321K
IPGP icon
1184
IPG Photonics
IPGP
$3.61B
$1.53M ﹤0.01%
13,327
+4,429
+50% +$481K
OII icon
1185
Oceaneering
OII
$4.86B
$1.52M ﹤0.01%
+42,922
New +$1.39M
VKTX icon
1186
Viking Therapeutics
VKTX
$3.7B
$1.52M ﹤0.01%
46,786
+10,009
+27% +$322K
CRC icon
1187
California Resources
CRC
$4.67B
$1.52M ﹤0.01%
21,955
+3,534
+19% +$200K
SIG icon
1188
Signet Jewelers
SIG
$3.61B
$1.52M ﹤0.01%
+17,954
New +$1.63M
UMH
1189
UMH Properties
UMH
$1.29B
$1.51M ﹤0.01%
104,883
+35,548
+51% +$550K
MSGS icon
1190
Madison Square Garden
MSGS
$9.48B
$1.51M ﹤0.01%
4,708
– –
MIRM icon
1191
Mirum Pharmaceuticals
MIRM
$6.46B
$1.51M ﹤0.01%
+16,376
New +$1.54M
INDV icon
1192
Indivior Pharmaceuticals
INDV
$4.73B
$1.51M ﹤0.01%
49,590
+11,507
+30% +$380K
MORN icon
1193
Morningstar
MORN
$7.22B
$1.51M ﹤0.01%
+8,941
New +$1.66M
APPF icon
1194
AppFolio
APPF
$6.38B
$1.51M ﹤0.01%
+9,563
New +$1.81M
MPT
1195
Medical Properties Trust
MPT
$2.77B
$1.5M ﹤0.01%
325,051
+20,842
+7% +$109K
ONDS icon
1196
Ondas Inc
ONDS
$4.27B
$1.5M ﹤0.01%
+166,293
New +$1.81M
LBRDK icon
1197
Liberty Broadband Class C
LBRDK
$4.88B
$1.5M ﹤0.01%
29,875
+6,978
+30% +$352K
SFNC icon
1198
Simmons First National
SFNC
$3.41B
$1.49M ﹤0.01%
76,767
+32,172
+72% +$642K
ENVA icon
1199
Enova International
ENVA
$6.33B
$1.49M ﹤0.01%
10,985
-587
-5% -$87.4K
ERIE icon
1200
Erie Indemnity
ERIE
$12.7B
$1.49M ﹤0.01%
5,937
+175
+3% +$47K
46 47
48
49 50

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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.