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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 | |
|---|---|---|---|---|---|---|
201
Tapestry
TPR
$30.3B
| $37.8M | 0.08% |
267,807
-39,857
| -13% | -$5.65M |
|
|
EXE
202
Expand Energy Corp
EXE
$22.1B
| $37.8M | 0.08% |
+344,003
| New | +$36.7M |
|
203
United Parcel Service
UPS
$88.9B
| $37.5M | 0.08% |
381,352
-140
| -0% | -$15K |
|
204
Kinross Gold
KGC
$27.7B
| $37.5M | 0.08% |
+1,229,743
| New | +$40.3M |
|
205
CRH
CRH
$66.6B
| $37.3M | 0.08% |
+362,988
| New | +$42.6M |
|
206
Kroger
KR
$36.7B
| $36.8M | 0.08% |
508,998
-33,547
| -6% | -$2.27M |
|
207
Public Storage
PSA
$61.5B
| $36.7M | 0.08% |
135,548
-46,020
| -25% | -$13.2M |
|
208
Cigna
CI
$78.4B
| $36.2M | 0.08% |
+135,604
| New | +$37.5M |
|
209
Emerson Electric
EMR
$81.6B
| $36.1M | 0.08% |
+275,238
| New | +$39.6M |
|
210
EQT Corp
EQT
$32.9B
| $35.7M | 0.08% |
+561,243
| New | +$32.9M |
|
211
Illinois Tool Works
ITW
$84.1B
| $35.6M | 0.08% |
136,930
-1,167
| -0.8% | -$318K |
|
212
US Bancorp
USB
$97.9B
| $35.3M | 0.08% |
679,181
+103,795
| +18% | +$5.7M |
|
213
Sociedad Química y Minera de Chile
SQM
$19.3B
| $35.3M | 0.08% |
436,394
+265,911
| +156% | +$20.2M |
|
214
Mondelez International
MDLZ
$83.4B
| $35.2M | 0.08% |
609,976
-4,785
| -0.8% | -$277K |
|
215
Kinder Morgan
KMI
$70.9B
| $35.2M | 0.08% |
1,048,462
+168,212
| +19% | +$5.26M |
|
216
Nike
NKE
$64.1B
| $34.9M | 0.08% |
+661,251
| New | +$40.1M |
|
217
Ameriprise Financial
AMP
$47.8B
| $34.7M | 0.08% |
78,094
+7,576
| +11% | +$3.65M |
|
218
Baker Hughes
BKR
$58.3B
| $34.7M | 0.08% |
568,366
+2,371
| +0.4% | +$137K |
|
219
Yum! Brands
YUM
$41.9B
| $34.4M | 0.07% |
221,256
+97,458
| +79% | +$15.4M |
|
220
Corteva
CTVA
$60.5B
| $33.9M | 0.07% |
+405,093
| New | +$30.5M |
|
221
Allstate
ALL
$70.6B
| $33.8M | 0.07% |
+163,242
| New | +$33.5M |
|
222
Stryker
SYK
$135B
| $33.5M | 0.07% |
102,061
+2,305
| +2% | +$828K |
|
223
Marvell Technology
MRVL
$147B
| $33.5M | 0.07% |
+338,017
| New | +$28.4M |
|
224
Rockwell Automation
ROK
$51.1B
| $32.7M | 0.07% |
+91,026
| New | +$35.9M |
|
225
United Therapeutics
UTHR
$26.1B
| $32.5M | 0.07% |
54,824
+2,812
| +5% | +$1.4M |
|
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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.