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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
RARE icon
1526
Ultragenyx Pharmaceutical
RARE
$2.46B
$836K ﹤0.01%
39,894
+11,654
+41% +$262K
FUN icon
1527
Cedar Fair
FUN
$1.81B
$833K ﹤0.01%
+46,917
New +$792K
WEN icon
1528
Wendy's
WEN
$1.43B
$832K ﹤0.01%
119,651
+76,813
+179% +$591K
CALY
1529
Callaway Golf Company
CALY
$3.41B
$831K ﹤0.01%
59,900
+10,100
+20% +$142K
SLV icon
1530
iShares Silver Trust
SLV
$28B
$831K ﹤0.01%
+12,200
New +$927K
BOKF icon
1531
BOK Financial
BOKF
$8.71B
$827K ﹤0.01%
+6,458
New +$830K
WHD icon
1532
Cactus
WHD
$5.09B
$827K ﹤0.01%
17,449
+3,864
+28% +$203K
HNI icon
1533
HNI Corp
HNI
$3.44B
$827K ﹤0.01%
24,753
-476
-2% -$21.1K
WSBC icon
1534
WesBanco
WSBC
$4.02B
$825K ﹤0.01%
23,923
+4,485
+23% +$157K
PPLI
1535
People Inc
PPLI
$3.16B
$821K ﹤0.01%
20,518
+1,630
+9% +$61.8K
TOWN icon
1536
Towne Bank
TOWN
$3.48B
$817K ﹤0.01%
24,269
+7,385
+44% +$257K
TWO
1537
Two Harbors Investment
TWO
$1.27B
$817K ﹤0.01%
71,516
+46,443
+185% +$520K
HTBK
1538
DELISTED
Heritage Commerce
HTBK
$812K ﹤0.01%
+65,026
New +$826K
XRAY icon
1539
Dentsply Sirona
XRAY
$2.79B
$811K ﹤0.01%
69,956
+19,628
+39% +$245K
ARR
1540
Armour Residential REIT
ARR
$2.33B
$810K ﹤0.01%
48,574
+6,552
+16% +$116K
HAYW icon
1541
Hayward Holdings
HAYW
$3.29B
$810K ﹤0.01%
60,516
+17,458
+41% +$272K
MZTI
1542
The Marzetti Company
MZTI
$3.02B
$810K ﹤0.01%
5,853
– –
UNF icon
1543
Unifirst Corp
UNF
$5.29B
$810K ﹤0.01%
3,218
+356
+12% +$82.1K
OPLN
1544
Openlane
OPLN
$4.33B
$809K ﹤0.01%
27,738
+5,957
+27% +$172K
AUPH icon
1545
Aurinia Pharmaceuticals
AUPH
$1.89B
$807K ﹤0.01%
+54,430
New +$796K
VERA icon
1546
Vera Therapeutics
VERA
$2.3B
$800K ﹤0.01%
19,897
+1,273
+7% +$54.8K
AGIO icon
1547
Agios Pharmaceuticals
AGIO
$1.83B
$799K ﹤0.01%
23,620
– –
TERN
1548
DELISTED
Terns Pharmaceuticals
TERN
$798K ﹤0.01%
+15,146
New +$622K
EXPO icon
1549
Exponent
EXPO
$3.31B
$798K ﹤0.01%
+12,231
New +$869K
SONO icon
1550
Sonos
SONO
$1.85B
$797K ﹤0.01%
59,451
+4,239
+8% +$64K
60 61
62
63 64

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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.