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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
DUK icon
151
Duke Energy
DUK
$101B
$55.3M 0.12%
422,053
+47,740
+13% +$5.97M
SPG icon
152
Simon Property Group
SPG
$76.4B
$54.9M 0.12%
294,387
+6,959
+2% +$1.33M
JBL icon
153
Jabil
JBL
$30.1B
$54.6M 0.12%
205,724
+60,949
+42% +$15.4M
FLEX icon
154
Flex
FLEX
$37.7B
$54.2M 0.12%
828,398
+179,386
+28% +$11.5M
SBUX icon
155
Starbucks
SBUX
$119B
$53.5M 0.12%
597,272
+14,413
+2% +$1.36M
CAH icon
156
Cardinal Health
CAH
$53.7B
$53.1M 0.12%
251,221
+24,185
+11% +$5.21M
EBAY icon
157
eBay
EBAY
$51.2B
$50.8M 0.11%
+557,771
New +$50.1M
SLB icon
158
SLB Ltd
SLB
$72.7B
$50.3M 0.11%
979,746
+177,929
+22% +$8.64M
ORA icon
159
Ormat Technologies
ORA
$5.8B
$50.3M 0.11%
449,497
+47,410
+12% +$5.5M
WMB icon
160
Williams Companies
WMB
$85.8B
$49.3M 0.11%
678,011
-6,536
-1% -$453K
PCAR icon
161
PACCAR
PCAR
$70.5B
$49.3M 0.11%
+426,487
New +$51.6M
EA icon
162
Electronic Arts
EA
$52.4B
$48.9M 0.11%
240,062
+93,037
+63% +$18.8M
DIS icon
163
Walt Disney
DIS
$171B
$48.6M 0.11%
504,257
-19,303
-4% -$2.04M
OMC icon
164
Omnicom Group
OMC
$23.5B
$48.3M 0.11%
+641,489
New +$49.8M
CEG icon
165
Constellation Energy
CEG
$92.1B
$48.2M 0.1%
172,586
+8,849
+5% +$2.69M
DB icon
166
Deutsche Bank
DB
$67.9B
$47.6M 0.1%
1,643,803
+11,653
+0.7% +$410K
ELV icon
167
Elevance Health
ELV
$81.5B
$47.4M 0.1%
162,031
-2,009
-1% -$660K
MFC icon
168
Manulife Financial
MFC
$73B
$47.4M 0.1%
1,379,725
+26,608
+2% +$958K
CDNS icon
169
Cadence Design Systems
CDNS
$91.8B
$47.3M 0.1%
+170,199
New +$50.8M
MNST icon
170
Monster Beverage
MNST
$95.1B
$47M 0.1%
649,019
+146,762
+29% +$11.6M
VTR icon
171
Ventas
VTR
$47.5B
$46.6M 0.1%
570,060
+8,209
+1% +$672K
AEP icon
172
American Electric Power
AEP
$70.4B
$46.6M 0.1%
+355,344
New +$44.5M
CNQ icon
173
Canadian Natural Resources
CNQ
$96.9B
$46.5M 0.1%
956,471
+43,877
+5% +$1.8M
FSLR icon
174
First Solar
FSLR
$21.4B
$46M 0.1%
+233,176
New +$51.6M
ICE icon
175
Intercontinental Exchange
ICE
$87.2B
$45.6M 0.1%
+289,875
New +$47.3M
5 6
7
8 9

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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.