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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 | |
|---|---|---|---|---|---|---|
2201
American Battery Technology Co
ABAT
$315M
| $193K | ﹤0.01% |
69,100
| – | – |
|
2202
LSI Industries
LYTS
$914M
| $192K | ﹤0.01% |
10,325
-7,148
| -41% | -$147K |
|
2203
Edgewell Personal Care
EPC
$1.33B
| $192K | ﹤0.01% |
+8,979
| New | +$181K |
|
2204
Clear Channel Outdoor Holdings
CCO
$1.23B
| $190K | ﹤0.01% |
80,158
+29,648
| +59% | +$67.1K |
|
2205
Monarch Casino & Resort
MCRI
$2.24B
| $189K | ﹤0.01% |
1,979
| – | – |
|
|
BKV
2206
BKV Corp
BKV
$2.54B
| $189K | ﹤0.01% |
6,619
| – | – |
|
2207
ICICI Bank
IBN
$109B
| $189K | ﹤0.01% |
+7,278
| New | +$213K |
|
2208
Cars.com
CARS
$666M
| $187K | ﹤0.01% |
+23,049
| New | +$236K |
|
2209
Alpha and Omega Semiconductor
AOSL
$987M
| $187K | ﹤0.01% |
8,445
+519
| +7% | +$11.3K |
|
2210
LGI Homes
LGIH
$1.42B
| $186K | ﹤0.01% |
4,697
| – | – |
|
2211
Sonic Automotive
SAH
$2.79B
| $184K | ﹤0.01% |
2,685
| – | – |
|
2212
UWM Holdings
UWMC
$638M
| $184K | ﹤0.01% |
50,762
+6,873
| +16% | +$31.6K |
|
|
BFS
2213
Saul Centers
BFS
$822M
| $182K | ﹤0.01% |
+5,578
| New | +$185K |
|
2214
Evolv Technologies
EVLV
$1.06B
| $181K | ﹤0.01% |
29,914
+6,178
| +26% | +$36.2K |
|
2215
Safety Insurance
SAFT
$1.52B
| $181K | ﹤0.01% |
2,491
| – | – |
|
2216
Establishment Labs
ESTA
$2.73B
| $180K | ﹤0.01% |
3,173
+427
| +16% | +$29.2K |
|
2217
Eagle Bancorp
EGBN
$859M
| $180K | ﹤0.01% |
+7,244
| New | +$181K |
|
2218
Liquidity Services
LQDT
$1.18B
| $179K | ﹤0.01% |
5,865
+1,259
| +27% | +$39.2K |
|
2219
Blend Labs
BLND
$479M
| $179K | ﹤0.01% |
+105,445
| New | +$225K |
|
2220
Myriad Genetics
MYGN
$305M
| $179K | ﹤0.01% |
39,702
| – | – |
|
2221
Ramaco Resources Class A
METC
$590M
| $178K | ﹤0.01% |
11,493
| – | – |
|
2222
Rush Enterprises Class B
RUSHB
$6.3B
| $177K | ﹤0.01% |
+2,755
| New | +$170K |
|
2223
MediaAlpha
MAX
$751M
| $173K | ﹤0.01% |
+18,642
| New | +$184K |
|
2224
Fulgent Genetics
FLGT
$524M
| $173K | ﹤0.01% |
10,878
| – | – |
|
2225
South Plains Financial
SPFI
$852M
| $173K | ﹤0.01% |
4,122
| – | – |
|
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.