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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
CBRL icon
2176
Cracker Barrel
CBRL
$1.3B
$211K ﹤0.01%
7,513
– –
RPC
2177
Ridgepost Capital
RPC
$997M
$211K ﹤0.01%
+29,017
New +$263K
AMN icon
2178
AMN Healthcare
AMN
$1.28B
$210K ﹤0.01%
+11,474
New +$218K
MSEX icon
2179
Middlesex Water
MSEX
$1.09B
$210K ﹤0.01%
+4,035
New +$212K
TMC icon
2180
TMC The Metals Company
TMC
$1.73B
$210K ﹤0.01%
44,895
– –
DAKT icon
2181
Daktronics
DAKT
$1.05B
$207K ﹤0.01%
10,601
– –
AESI icon
2182
Atlas Energy Solutions
AESI
$1.35B
$206K ﹤0.01%
15,731
– –
GDEN
2183
DELISTED
Golden Entertainment
GDEN
$204K ﹤0.01%
7,654
– –
MBIN icon
2184
Merchants Bancorp
MBIN
$2.55B
$204K ﹤0.01%
+4,755
New +$194K
IBTA icon
2185
Ibotta
IBTA
$817M
$204K ﹤0.01%
6,800
– –
FOXF icon
2186
Fox Factory Holding Corp
FOXF
$822M
$203K ﹤0.01%
+12,344
New +$223K
PCRX icon
2187
Pacira BioSciences
PCRX
$984M
$203K ﹤0.01%
+8,982
New +$200K
RR icon
2188
Richtech Robotics
RR
$347M
$202K ﹤0.01%
96,709
+18,209
+23% +$56K
NAVI icon
2189
Navient
NAVI
$852M
$201K ﹤0.01%
24,559
– –
GOLD
2190
Gold.com Inc
GOLD
$1.27B
$200K ﹤0.01%
4,980
+1,900
+62% +$92.9K
FIP icon
2191
FTAI Infrastructure
FIP
$404M
$199K ﹤0.01%
40,364
+24,806
+159% +$139K
CENT icon
2192
Central Garden & Pet Co
CENT
$2.74B
$199K ﹤0.01%
+5,407
New +$193K
PSNL icon
2193
Personalis
PSNL
$1.45B
$198K ﹤0.01%
31,126
+29,861
+2,361% +$252K
ALIT icon
2194
Alight
ALIT
$387M
$198K ﹤0.01%
16,953
+10,178
+150% +$243K
USPH icon
2195
US Physical Therapy
USPH
$1.17B
$197K ﹤0.01%
2,631
– –
SHEN icon
2196
Shenandoah Telecom
SHEN
$711M
$196K ﹤0.01%
+12,688
New +$166K
ORIC icon
2197
Oric Pharmaceuticals
ORIC
$1.36B
$196K ﹤0.01%
+15,432
New +$175K
EMBC icon
2198
Embecta
EMBC
$211M
$195K ﹤0.01%
+22,040
New +$230K
LI icon
2199
Li Auto
LI
$13.3B
$194K ﹤0.01%
10,888
-10,217
-48% -$178K
STGW icon
2200
Stagwell
STGW
$2.23B
$193K ﹤0.01%
30,717
+14,503
+89% +$81.1K
86 87
88
89 90

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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.