We are live on ! Find out more
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
ARGX icon
2576
CALL
argenx
ARGX
$54.6B
– –
-13
Closed -$10.9K
ARI
2577
CALL
Apollo Commercial Real Estate
ARI
$851M
– –
-45,011
Closed -$436K
ARM icon
2578
CALL
Arm
ARM
$258B
– –
-24,188
Closed -$2.64M
AROC icon
2579
CALL
Archrock
AROC
$6.21B
– –
-51,642
Closed -$1.34M
ARWR icon
2580
CALL
Arrowhead Research
ARWR
$12.3B
– –
-39,365
Closed -$2.61M
ASIX icon
2581
AdvanSix
ASIX
$555M
– –
-11,549
Closed -$200K
ASML icon
2582
CALL
ASML
ASML
$634B
– –
-542
Closed -$580K
ASND icon
2583
PUT
Ascendis Pharma A/S
ASND
$16.5B
– –
-56
Closed -$11.9K
ASO icon
2584
PUT
Academy Sports + Outdoors
ASO
$3B
– –
-23,927
Closed -$1.2M
ASPN icon
2585
Aspen Aerogels
ASPN
$374M
– –
-10,703
Closed -$30.3K
ATEC icon
2586
CALL
Alphatec Holdings
ATEC
$1.49B
– –
-43,131
Closed -$907K
ATEN icon
2587
CALL
A10 Networks
ATEN
$2.16B
– –
-31,734
Closed -$561K
CVSA
2588
CALL
Covista Inc
CVSA
$4.3B
– –
-16,438
Closed -$1.7M
ATHM icon
2589
Autohome
ATHM
$2.63B
– –
-12,450
Closed -$277K
ATKR icon
2590
CALL
Atkore
ATKR
$2.4B
– –
-11,300
Closed -$715K
ATMU icon
2591
CALL
Atmus Filtration Technologies
ATMU
$4.22B
– –
-26,438
Closed -$1.37M
ATO icon
2592
PUT
Atmos Energy
ATO
$29.1B
– –
-41,446
Closed -$6.95M
ATR icon
2593
CALL
AptarGroup
ATR
$8.54B
– –
-21,077
Closed -$2.57M
ATRC icon
2594
PUT
AtriCure
ATRC
$2.04B
– –
-18,890
Closed -$747K
ATS icon
2595
PUT
ATS Corp
ATS
$2.6B
– –
-64,639
Closed -$1.78M
OPTU
2596
PUT
Optimum Communications Inc
OPTU
$290M
– –
-119,001
Closed -$196K
AU icon
2597
CALL
AngloGold Ashanti
AU
$41.6B
– –
-279,698
Closed -$23.9M
AUPH icon
2598
CALL
Aurinia Pharmaceuticals
AUPH
$1.93B
– –
-46,681
Closed -$745K
AUR icon
2599
CALL
Aurora
AUR
$12.2B
– –
-231,387
Closed -$889K
AVA icon
2600
CALL
Avista
AVA
$3.39B
– –
-24,932
Closed -$961K
102 103
104
105 106

Similar funds

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return

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.