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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
PTEN icon
1201
Patterson-UTI
PTEN
$3.98B
$1.49M ﹤0.01%
137,597
+25,624
+23% +$219K
BRKR icon
1202
Bruker
BRKR
$9.57B
$1.49M ﹤0.01%
+41,212
New +$1.72M
AVNT icon
1203
Avient
AVNT
$3.33B
$1.49M ﹤0.01%
+40,969
New +$1.52M
TTAN
1204
ServiceTitan Inc
TTAN
$7.92B
$1.49M ﹤0.01%
+23,417
New +$1.81M
DNN icon
1205
Denison Mines
DNN
$2.54B
$1.49M ﹤0.01%
420,527
+113,089
+37% +$425K
MYRG icon
1206
MYR Group
MYRG
$5.19B
$1.48M ﹤0.01%
5,252
-248
-5% -$64.5K
APLD icon
1207
Applied Digital
APLD
$7.89B
$1.48M ﹤0.01%
62,283
+9,753
+19% +$305K
STWD icon
1208
Starwood Property Trust
STWD
$5.92B
$1.48M ﹤0.01%
85,840
-194
-0.2% -$3.48K
CALM icon
1209
Cal-Maine
CALM
$4.12B
$1.48M ﹤0.01%
+18,657
New +$1.53M
GPI icon
1210
Group 1 Automotive
GPI
$3.42B
$1.48M ﹤0.01%
4,462
+461
+12% +$161K
OLLI icon
1211
Ollie's Bargain Outlet
OLLI
$4.44B
$1.47M ﹤0.01%
+15,995
New +$1.73M
ROAD icon
1212
Construction Partners
ROAD
$5.84B
$1.47M ﹤0.01%
+13,218
New +$1.58M
SMA
1213
SmartStop Self Storage REIT
SMA
$1.86B
$1.46M ﹤0.01%
48,152
+38,252
+386% +$1.23M
FIBK icon
1214
First Interstate BancSystem
FIBK
$3.69B
$1.46M ﹤0.01%
43,598
+14,042
+48% +$502K
KFY icon
1215
Korn Ferry
KFY
$4.18B
$1.45M ﹤0.01%
+23,094
New +$1.49M
CHE icon
1216
Chemed
CHE
$7.07B
$1.45M ﹤0.01%
3,840
+788
+26% +$338K
NXST icon
1217
Nexstar Media Group
NXST
$5.82B
$1.45M ﹤0.01%
+8,002
New +$1.79M
KW
1218
DELISTED
Kennedy-Wilson Holdings
KW
$1.44M ﹤0.01%
133,050
+45,337
+52% +$470K
SRRK icon
1219
Scholar Rock
SRRK
$5.67B
$1.43M ﹤0.01%
29,178
+3,555
+14% +$159K
GTLB icon
1220
GitLab
GTLB
$5.83B
$1.43M ﹤0.01%
65,930
+19,504
+42% +$570K
GSAT icon
1221
Globalstar
GSAT
$10.7B
$1.43M ﹤0.01%
+21,471
New +$1.31M
DBX icon
1222
Dropbox
DBX
$7.6B
$1.43M ﹤0.01%
62,751
+13,987
+29% +$355K
WHR icon
1223
Whirlpool
WHR
$2.43B
$1.43M ﹤0.01%
26,440
+8,293
+46% +$609K
SHAK icon
1224
Shake Shack
SHAK
$2.53B
$1.42M ﹤0.01%
16,069
+2,149
+15% +$198K
LIF
1225
Life360
LIF
$4.38B
$1.41M ﹤0.01%
+34,662
New +$1.79M
47 48
49
50 51

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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.