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
AVB icon
2601
CALL
AvalonBay Communities
AVB
$26.8B
– –
-117,724
Closed -$21.3M
AVDL
2602
PUT
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-37,707
Closed -$813K
AVNS
2603
PUT
DELISTED
Avanos Medical
AVNS
– –
-17,594
Closed -$198K
AVNT icon
2604
CALL
Avient
AVNT
$3.36B
– –
-31,492
Closed -$984K
AVO icon
2605
PUT
Mission Produce
AVO
$1.13B
– –
-16,964
Closed -$197K
AVPT icon
2606
CALL
AvePoint
AVPT
$2.72B
– –
-56,586
Closed -$786K
AVXL icon
2607
CALL
Anavex Life Sciences
AVXL
$250M
– –
-64,947
Closed -$231K
AVY icon
2608
CALL
Avery Dennison
AVY
$13.4B
– –
-37,431
Closed -$6.81M
AWI icon
2609
PUT
Armstrong World Industries
AWI
$7.37B
– –
-15,516
Closed -$2.97M
AWK icon
2610
CALL
American Water Works
AWK
$26.7B
– –
-189,078
Closed -$24.7M
AWR icon
2611
CALL
American States Water
AWR
$3.37B
– –
-153,931
Closed -$11.2M
AXGN icon
2612
PUT
Axogen
AXGN
$2.2B
– –
-17,734
Closed -$580K
AXP icon
2613
PUT
American Express
AXP
$228B
– –
-322,814
Closed -$119M
BAH icon
2614
CALL
Booz Allen Hamilton
BAH
$8.22B
– –
-100,619
Closed -$8.49M
BANF icon
2615
CALL
BancFirst
BANF
$3.77B
– –
-3,340
Closed -$354K
BATRA icon
2616
CALL
Atlanta Braves Holdings Series A
BATRA
$3.49B
– –
-4,136
Closed -$176K
BATRK icon
2617
CALL
Atlanta Braves Holdings Series B
BATRK
$3.26B
– –
-13,513
Closed -$533K
BB icon
2618
PUT
BlackBerry
BB
$4.95B
– –
-157,061
Closed -$594K
BBUC
2619
PUT
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.5B
– –
-4,836
Closed -$174K
BBWI icon
2620
CALL
Bath & Body Works
BBWI
$4.02B
– –
-41,161
Closed -$827K
BBY icon
2621
CALL
Best Buy
BBY
$18.5B
– –
-170,008
Closed -$11.4M
BC icon
2622
PUT
Brunswick
BC
$5.18B
– –
-18,632
Closed -$1.38M
BCE icon
2623
CALL
BCE
BCE
$20.2B
– –
-91,653
Closed -$2.19M
BCRX icon
2624
PUT
BioCryst Pharmaceuticals
BCRX
$2.35B
– –
-57,351
Closed -$447K
BDN
2625
PUT
Brandywine Realty Trust
BDN
$525M
– –
-51,477
Closed -$150K
103 104
105
106 107

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.