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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
(-0.81%)
Cap. Flow
+$1.95B
Cap. Flow
% of AUM
4.25%
Top 10 Holdings %
Top 10 Hldgs %
33.14%
Holding
3,504
New
954
Increased
1,038
Reduced
277
Closed
939
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$2.43B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.33B |
| 3 |
Amazon
AMZN
|
+$1.29B |
| 4 |
Meta Platforms (Facebook)
META
|
+$872M |
| 5 |
Eli Lilly
LLY
|
+$647M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of America
BAC
|
+$75.4M |
| 2 |
Tesla
TSLA
|
+$64.6M |
| 3 |
MRSH
Marsh
MRSH
|
+$38.2M |
| 4 |
Logitech
LOGI
|
+$37M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2026
Surgery Partners
SGRY
$2.05B
| $312K | ﹤0.01% |
26,148
| – | – |
|
|
TMQ
2027
Trilogy Metals
TMQ
$594M
| $312K | ﹤0.01% |
86,789
+26,112
| +43% | +$119K |
|
2028
Central Pacific Financial
CPF
$1.03B
| $310K | ﹤0.01% |
+9,709
| New | +$313K |
|
2029
Nelnet
NNI
$4.89B
| $310K | ﹤0.01% |
2,406
-41
| -2% | -$5.39K |
|
2030
Custom Truck One Source
CTOS
$2.51B
| $308K | ﹤0.01% |
46,937
+4,188
| +10% | +$27.5K |
|
2031
Tyra Biosciences
TYRA
$1.93B
| $308K | ﹤0.01% |
+8,038
| New | +$260K |
|
2032
Mission Produce
AVO
$1.13B
| $306K | ﹤0.01% |
+22,237
| New | +$296K |
|
2033
Ocular Therapeutix
OCUL
$1.89B
| $305K | ﹤0.01% |
36,056
| – | – |
|
2034
ManpowerGroup
MAN
$2.55B
| $305K | ﹤0.01% |
+10,354
| New | +$308K |
|
|
NIQ
2035
NIQ Global Intelligence PLC
NIQ
$3.41B
| $305K | ﹤0.01% |
26,827
+8,527
| +47% | +$115K |
|
|
INN
2036
Summit Hotel Properties
INN
$747M
| $305K | ﹤0.01% |
68,982
-64,097
| -48% | -$288K |
|
2037
Lindsay Corp
LNN
$1.2B
| $305K | ﹤0.01% |
+2,560
| New | +$325K |
|
2038
Weis Markets
WMK
$1.94B
| $304K | ﹤0.01% |
4,441
| – | – |
|
2039
uniQure
QURE
$3.03B
| $304K | ﹤0.01% |
18,564
-443
| -2% | -$8.97K |
|
2040
Lifestance Health
LFST
$3.92B
| $303K | ﹤0.01% |
+47,601
| New | +$331K |
|
2041
CBIZ
CBZ
$2.99B
| $303K | ﹤0.01% |
+11,276
| New | +$398K |
|
2042
Beazer Homes USA
BZH
$910M
| $303K | ﹤0.01% |
15,735
+5,072
| +48% | +$117K |
|
2043
ArriVent BioPharma
AVBP
$1.47B
| $302K | ﹤0.01% |
+13,106
| New | +$296K |
|
2044
ProPetro Holding
PUMP
$1.4B
| $302K | ﹤0.01% |
20,968
| – | – |
|
2045
Utz Brands
UTZ
$1.25B
| $302K | ﹤0.01% |
38,121
+3,843
| +11% | +$35.7K |
|
|
NVO
2046
Novo Nordisk
NVO
$196B
| $301K | ﹤0.01% |
8,186
+3,419
| +72% | +$162K |
|
2047
Annexon
ANNX
$873M
| $298K | ﹤0.01% |
+53,867
| New | +$303K |
|
2048
Innodata
INOD
$2.29B
| $297K | ﹤0.01% |
7,703
| – | – |
|
2049
PROG Holdings
PRG
$1.83B
| $297K | ﹤0.01% |
+10,367
| New | +$335K |
|
2050
FIGS
FIGS
$1.81B
| $297K | ﹤0.01% |
20,106
| – | – |
|
Similar funds
LP
TI
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.