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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
HIG icon
176
Hartford Financial Services
HIG
$39.9B
$45.3M 0.1%
334,899
+3,467
+1% +$473K
EHC icon
177
Encompass Health
EHC
$11.3B
$44M 0.1%
454,663
-328,451
-42% -$33.7M
EME icon
178
Emcor
EME
$29.9B
$43.8M 0.1%
+59,259
New +$43.1M
SRE icon
179
Sempra
SRE
$58.1B
$43.7M 0.1%
+449,792
New +$41.2M
BA icon
180
Boeing
BA
$169B
$43.1M 0.09%
216,771
+13,537
+7% +$3.08M
BNS icon
181
Scotiabank
BNS
$105B
$43.1M 0.09%
622,902
+19,246
+3% +$1.41M
FDX icon
182
FedEx
FDX
$73B
$42.5M 0.09%
119,269
-2,113
-2% -$733K
MMM icon
183
3M
MMM
$91.8B
$42.3M 0.09%
291,245
-106,113
-27% -$16.9M
BMO icon
184
Bank of Montreal
BMO
$123B
$41.8M 0.09%
309,417
+9,499
+3% +$1.32M
ED icon
185
Consolidated Edison
ED
$41.4B
$41.7M 0.09%
368,536
+22,427
+6% +$2.43M
TDG icon
186
TransDigm Group
TDG
$70.7B
$41.6M 0.09%
35,870
+2,874
+9% +$3.77M
AME icon
187
Ametek
AME
$53.9B
$41.5M 0.09%
+193,530
New +$43M
MRSH
188
Marsh
MRSH
$94.3B
$41.4M 0.09%
238,723
-212,399
-47% -$38.2M
MPC icon
189
Marathon Petroleum
MPC
$90.1B
$40.7M 0.09%
+166,510
New +$33.6M
AMT icon
190
American Tower
AMT
$83.5B
$40.4M 0.09%
+234,355
New +$42.2M
AU icon
191
AngloGold Ashanti
AU
$39.4B
$40.2M 0.09%
+412,859
New +$42.3M
EW icon
192
Edwards Lifesciences
EW
$49.4B
$39.8M 0.09%
+497,549
New +$41M
EXC icon
193
Exelon
EXC
$48.1B
$39.5M 0.09%
806,427
-282,274
-26% -$13.1M
EOG icon
194
EOG Resources
EOG
$77.7B
$39.4M 0.09%
+272,353
New +$33.1M
BN icon
195
Brookfield
BN
$102B
$39.1M 0.09%
+968,531
New +$42.9M
DVN icon
196
Devon Energy
DVN
$51.3B
$39M 0.08%
+775,498
New +$33.3M
RCL icon
197
Royal Caribbean
RCL
$86.8B
$38.9M 0.08%
141,312
-6,081
-4% -$1.81M
HON icon
198
Honeywell
HON
$76.4B
$38.5M 0.08%
170,184
+2,815
+2% +$643K
CSX icon
199
CSX Corp
CSX
$94B
$38.2M 0.08%
+931,010
New +$36.5M
JCI icon
200
Johnson Controls International
JCI
$85.1B
$37.9M 0.08%
289,385
-3,086
-1% -$399K
6 7
8
9 10

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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.