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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
AVNS
1626
DELISTED
Avanos Medical
AVNS
$686K ﹤0.01%
+48,931
New +$659K
FOUR icon
1627
Shift4
FOUR
$4.31B
$685K ﹤0.01%
+15,663
New +$865K
NSIT icon
1628
Insight Enterprises
NSIT
$3.98B
$683K ﹤0.01%
+10,195
New +$833K
ZETA icon
1629
Zeta Global
ZETA
$5.62B
$681K ﹤0.01%
42,775
+5,048
+13% +$93.5K
BB icon
1630
BlackBerry
BB
$4.99B
$680K ﹤0.01%
+210,455
New +$744K
MATX icon
1631
Matsons
MATX
$6.28B
$677K ﹤0.01%
+4,128
New +$642K
HHH icon
1632
Howard Hughes
HHH
$3.89B
$676K ﹤0.01%
10,692
– –
NTSK
1633
Netskope Inc
NTSK
$5.4B
$674K ﹤0.01%
+79,431
New +$986K
UPWK icon
1634
Upwork
UPWK
$1.18B
$673K ﹤0.01%
61,423
+14,723
+32% +$232K
RCAT icon
1635
Red Cat Holdings
RCAT
$1.26B
$672K ﹤0.01%
+51,300
New +$701K
DV icon
1636
DoubleVerify
DV
$1.8B
$670K ﹤0.01%
70,573
+28,187
+67% +$288K
NAMS icon
1637
NewAmsterdam Pharma
NAMS
$3.21B
$670K ﹤0.01%
+20,921
New +$681K
ADUS icon
1638
Addus HomeCare
ADUS
$2.18B
$669K ﹤0.01%
+7,142
New +$757K
PBI icon
1639
Pitney Bowes
PBI
$2.48B
$669K ﹤0.01%
+60,523
New +$635K
SHLS icon
1640
Shoals Technologies Group
SHLS
$1.57B
$669K ﹤0.01%
+101,614
New +$833K
MGEE icon
1641
MGE Energy Inc
MGEE
$3.02B
$667K ﹤0.01%
8,633
+923
+12% +$72.7K
SMR icon
1642
NuScale Power
SMR
$3.12B
$666K ﹤0.01%
+61,438
New +$935K
KEX icon
1643
Kirby Corp
KEX
$6.98B
$664K ﹤0.01%
+4,999
New +$633K
RLAY icon
1644
Relay Therapeutics
RLAY
$4.09B
$664K ﹤0.01%
66,739
+9,505
+17% +$85K
ADTN icon
1645
Adtran
ADTN
$718M
$664K ﹤0.01%
52,756
+33,996
+181% +$345K
SOUN icon
1646
SoundHound AI
SOUN
$2.66B
$664K ﹤0.01%
96,595
+21,570
+29% +$186K
UNIT
1647
Uniti Group
UNIT
$2.34B
$663K ﹤0.01%
70,648
+22,221
+46% +$174K
APAM icon
1648
Artisan Partners
APAM
$2.99B
$662K ﹤0.01%
+18,201
New +$744K
KSS icon
1649
Kohl's
KSS
$2.28B
$661K ﹤0.01%
51,235
+3,267
+7% +$55.1K
EEFT icon
1650
Euronet Worldwide
EEFT
$2.8B
$661K ﹤0.01%
+9,955
New +$712K
64 65
66
67 68

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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.