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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
HNRG icon
2276
Hallador Energy
HNRG
$696M
$139K ﹤0.01%
8,513
– –
FSBC icon
2277
Five Star Bancorp
FSBC
$1.12B
$138K ﹤0.01%
3,668
– –
LAES icon
2278
SEALSQ Corp
LAES
$548M
$137K ﹤0.01%
52,387
+7,339
+16% +$28.7K
DFH icon
2279
Dream Finders Homes
DFH
$1.34B
$137K ﹤0.01%
9,848
– –
GOGO icon
2280
Gogo Inc
GOGO
$603M
$137K ﹤0.01%
34,072
– –
KREF
2281
KKR Real Estate Finance Trust
KREF
$464M
$135K ﹤0.01%
22,129
– –
CBL
2282
CBL Properties
CBL
$1.75B
$135K ﹤0.01%
+3,509
New +$130K
CCB icon
2283
Coastal Financial
CCB
$671M
$134K ﹤0.01%
1,767
– –
MCB icon
2284
Metropolitan Bank Holding Corp
MCB
$1.17B
$134K ﹤0.01%
1,611
– –
CVLG icon
2285
Covenant Logistics
CVLG
$901M
$134K ﹤0.01%
+4,940
New +$133K
CNNE icon
2286
Cannae Holdings
CNNE
$654M
$133K ﹤0.01%
11,713
– –
ZBIO
2287
Zenas BioPharma
ZBIO
$2.01B
$132K ﹤0.01%
+6,777
New +$152K
ARQQ icon
2288
Arqit Quantum
ARQQ
$366M
$132K ﹤0.01%
9,978
+2,940
+42% +$55.4K
CAC icon
2289
Camden National
CAC
$1B
$132K ﹤0.01%
+2,785
New +$131K
TMP icon
2290
Tompkins Financial
TMP
$1.45B
$131K ﹤0.01%
1,673
– –
SKM icon
2291
SK Telecom
SKM
$13.4B
$131K ﹤0.01%
+4,475
New +$123K
AMWD
2292
DELISTED
American Woodmark
AMWD
$130K ﹤0.01%
+3,276
New +$174K
WOOF icon
2293
Petco
WOOF
$834M
$130K ﹤0.01%
46,883
– –
CRCT icon
2294
Cricut
CRCT
$1.27B
$129K ﹤0.01%
+34,571
New +$152K
LILA icon
2295
Liberty Latin America Class A
LILA
$1.69B
$129K ﹤0.01%
21,959
– –
PLAY icon
2296
Dave & Buster's
PLAY
$364M
$129K ﹤0.01%
+11,890
New +$190K
BCAX
2297
Bicara Therapeutics
BCAX
$1.7B
$127K ﹤0.01%
+6,400
New +$110K
PAR icon
2298
PAR Technology
PAR
$726M
$127K ﹤0.01%
9,521
+1,433
+18% +$33.6K
ETD icon
2299
Ethan Allen Interiors
ETD
$614M
$126K ﹤0.01%
5,677
– –
CEVA icon
2300
CEVA Inc
CEVA
$954M
$126K ﹤0.01%
+6,758
New +$142K
90 91
92
93 94

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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.