We are live on ! Find out more
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
CSGS
1651
DELISTED
CSG Systems International
CSGS
$661K ﹤0.01%
+8,265
New +$658K
RXRX icon
1652
Recursion Pharmaceuticals
RXRX
$1.69B
$660K ﹤0.01%
+214,851
New +$830K
PRCT icon
1653
Procept Biorobotics
PRCT
$1.05B
$656K ﹤0.01%
26,212
+7,621
+41% +$215K
MARA icon
1654
Marathon Digital Holdings
MARA
$4.48B
$654K ﹤0.01%
80,107
+1,353
+2% +$12.2K
VAC icon
1655
Marriott Vacations Worldwide
VAC
$3.35B
$653K ﹤0.01%
10,028
+2,304
+30% +$143K
EFOR
1656
Everforth Inc
EFOR
$1.22B
$653K ﹤0.01%
16,861
+6,207
+58% +$277K
TTI icon
1657
TETRA Technologies
TTI
$1.15B
$652K ﹤0.01%
76,565
+19,674
+35% +$197K
PLAB icon
1658
Photronics
PLAB
$1.85B
$652K ﹤0.01%
+16,129
New +$583K
LGN
1659
Legence Corp
LGN
$5.02B
$652K ﹤0.01%
+11,543
New +$582K
NOG icon
1660
Northern Oil and Gas
NOG
$2.25B
$652K ﹤0.01%
22,296
+4,659
+26% +$121K
GRBK icon
1661
Green Brick Partners
GRBK
$3.09B
$651K ﹤0.01%
10,108
+2,028
+25% +$143K
CTRI icon
1662
Centuri Holdings
CTRI
$2.81B
$651K ﹤0.01%
22,300
+4,100
+23% +$119K
INTA icon
1663
Intapp
INTA
$2.57B
$651K ﹤0.01%
25,351
+6,126
+32% +$183K
SEM
1664
DELISTED
Select Medical
SEM
$649K ﹤0.01%
39,839
– –
DBD icon
1665
Diebold Nixdorf
DBD
$2.63B
$649K ﹤0.01%
8,597
+2,964
+53% +$218K
ENVX icon
1666
Enovix
ENVX
$921M
$648K ﹤0.01%
+125,095
New +$783K
INVA icon
1667
Innoviva
INVA
$1.53B
$646K ﹤0.01%
+27,729
New +$597K
DXC icon
1668
DXC Technology
DXC
$1.78B
$644K ﹤0.01%
+51,233
New +$688K
CON
1669
Concentra Group Holdings
CON
$4.06B
$643K ﹤0.01%
+29,995
New +$667K
LAC
1670
Lithium Americas
LAC
$1.05B
$642K ﹤0.01%
162,019
+19,785
+14% +$97.2K
ATRC icon
1671
AtriCure
ATRC
$1.97B
$642K ﹤0.01%
+22,493
New +$768K
TFPM icon
1672
Triple Flag Precious Metals
TFPM
$6.05B
$641K ﹤0.01%
18,473
+4,375
+31% +$158K
SYM icon
1673
Symbotic
SYM
$5.83B
$641K ﹤0.01%
12,042
+683
+6% +$39.1K
QS icon
1674
QuantumScape Corp
QS
$3.28B
$640K ﹤0.01%
+100,328
New +$834K
GOLF icon
1675
Acushnet Holdings
GOLF
$5.98B
$640K ﹤0.01%
+6,842
New +$651K
65 66
67
68 69

Similar funds

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return

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.