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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
BWIN
1601
Baldwin Insurance Group
BWIN
$2.85B
$718K ﹤0.01%
+32,739
New +$708K
CALX icon
1602
Calix
CALX
$2.35B
$718K ﹤0.01%
+14,657
New +$769K
NTCT icon
1603
NETSCOUT
NTCT
$2.98B
$716K ﹤0.01%
22,528
+2,785
+14% +$80.8K
RXO icon
1604
RXO
RXO
$3.42B
$714K ﹤0.01%
+48,863
New +$717K
TRVI icon
1605
Trevi Therapeutics
TRVI
$2.54B
$714K ﹤0.01%
59,862
+13,181
+28% +$148K
VICR icon
1606
Vicor
VICR
$9.85B
$712K ﹤0.01%
4,422
– –
NEOG icon
1607
Neogen
NEOG
$2.59B
$710K ﹤0.01%
76,416
+28,084
+58% +$276K
TROX icon
1608
Tronox
TROX
$909M
$710K ﹤0.01%
72,641
+24,522
+51% +$170K
CPRI icon
1609
Capri Holdings
CPRI
$1.88B
$706K ﹤0.01%
40,091
– –
AIN icon
1610
Albany International
AIN
$2.13B
$705K ﹤0.01%
13,505
+4,819
+55% +$270K
LASR icon
1611
nLIGHT
LASR
$3.95B
$704K ﹤0.01%
+12,354
New +$669K
SYRE icon
1612
Spyre Therapeutics
SYRE
$8.24B
$704K ﹤0.01%
13,955
+2,791
+25% +$105K
WMG icon
1613
Warner Music
WMG
$13.1B
$703K ﹤0.01%
+27,543
New +$781K
GPOR icon
1614
Gulfport Energy Corp
GPOR
$2.94B
$702K ﹤0.01%
3,319
– –
TRMK icon
1615
Trustmark
TRMK
$2.8B
$700K ﹤0.01%
16,600
-2,365
-12% -$99.8K
FBNC icon
1616
First Bancorp
FBNC
$2.64B
$698K ﹤0.01%
12,393
+3,839
+45% +$219K
GRAL
1617
GRAIL Inc
GRAL
$3.02B
$697K ﹤0.01%
13,482
+7,588
+129% +$588K
FRSH icon
1618
Freshworks
FRSH
$3.25B
$697K ﹤0.01%
+86,752
New +$800K
BXMT icon
1619
Blackstone Mortgage Trust
BXMT
$2.46B
$693K ﹤0.01%
36,194
-9,361
-21% -$181K
AXGN icon
1620
Axogen
AXGN
$2.46B
$691K ﹤0.01%
+20,870
New +$679K
NCNO icon
1621
nCino
NCNO
$2.1B
$689K ﹤0.01%
+46,013
New +$864K
MTX icon
1622
Minerals Technologies
MTX
$2.33B
$689K ﹤0.01%
9,712
– –
ADPT icon
1623
Adaptive Biotechnologies
ADPT
$3.68B
$689K ﹤0.01%
49,622
+924
+2% +$14.7K
ARRY icon
1624
Array Technologies
ARRY
$872M
$687K ﹤0.01%
95,032
+15,707
+20% +$145K
ABG icon
1625
Asbury Automotive
ABG
$4.24B
$687K ﹤0.01%
+3,516
New +$780K
63 64
65
66 67

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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.