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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
BLK icon
126
Blackrock
BLK
$167B
$67.3M 0.15%
+69,980
New +$73.6M
DE icon
127
Deere & Co
DE
$165B
$67.2M 0.15%
+119,250
New +$67.3M
CIEN icon
128
Ciena
CIEN
$46.8B
$66.9M 0.15%
172,289
+24,110
+16% +$7.37M
PHM icon
129
Pultegroup
PHM
$25.2B
$65.8M 0.14%
+559,396
New +$71.6M
MELI icon
130
Mercado Libre
MELI
$94.5B
$65.7M 0.14%
37,970
+2,959
+8% +$5.71M
ADSK icon
131
Autodesk
ADSK
$51.8B
$63.8M 0.14%
266,452
-6,922
-3% -$1.74M
ENB icon
132
Enbridge
ENB
$120B
$62.6M 0.14%
1,158,048
+80,810
+8% +$4.12M
VLO icon
133
Valero Energy
VLO
$89.5B
$62.3M 0.14%
251,959
-98,954
-28% -$20.4M
AEM icon
134
Agnico Eagle Mines
AEM
$72.2B
$61.8M 0.13%
+305,354
New +$63.6M
CTSH icon
135
Cognizant
CTSH
$26.5B
$61.7M 0.13%
1,005,876
+467,284
+87% +$33.4M
QCOM icon
136
Qualcomm
QCOM
$164B
$60.8M 0.13%
472,133
-6,039
-1% -$881K
SPOT icon
137
Spotify
SPOT
$108B
$59.6M 0.13%
122,981
+7,678
+7% +$3.85M
BAP icon
138
Credicorp
BAP
$30.5B
$59.5M 0.13%
175,535
-12,253
-7% -$4.11M
CRWD icon
139
CrowdStrike
CRWD
$183B
$59.3M 0.13%
+607,064
New +$64.3M
PGR icon
140
Progressive
PGR
$128B
$58.8M 0.13%
+296,698
New +$61.2M
HCA icon
141
HCA Healthcare
HCA
$90.6B
$58.8M 0.13%
124,258
-11,216
-8% -$5.65M
TRV icon
142
Travelers Companies
TRV
$81.1B
$58.6M 0.13%
200,780
+8,173
+4% +$2.39M
DHR icon
143
Danaher
DHR
$138B
$57.8M 0.13%
+304,690
New +$64.9M
CME icon
144
CME Group
CME
$95.4B
$57.5M 0.13%
194,609
+8,021
+4% +$2.38M
MO icon
145
Altria Group
MO
$125B
$57.1M 0.12%
+864,550
New +$55.6M
ADP icon
146
Automatic Data Processing
ADP
$109B
$56.8M 0.12%
+279,787
New +$64.2M
HLT icon
147
Hilton Worldwide
HLT
$72.4B
$56.2M 0.12%
+184,798
New +$56M
DLR icon
148
Digital Realty Trust
DLR
$69.6B
$56.2M 0.12%
+311,740
New +$53.3M
WM icon
149
Waste Management
WM
$95B
$55.7M 0.12%
242,584
-10,394
-4% -$2.39M
SU icon
150
Suncor Energy
SU
$77.7B
$55.3M 0.12%
838,824
-117,559
-12% -$6.5M
4 5
6
7 8

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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.