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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
BF.B icon
2626
CALL
Brown-Forman Class B
BF.B
$13.2B
– –
-115,078
Closed -$3M
BFH icon
2627
PUT
Bread Financial
BFH
$4.47B
– –
-16,339
Closed -$1.21M
BFLY icon
2628
PUT
Butterfly Network
BFLY
$2.14B
– –
-63,454
Closed -$241K
BFS
2629
CALL
Saul Centers
BFS
$850M
– –
-5,578
Closed -$176K
BFST icon
2630
PUT
Business First Bancshares
BFST
$1.04B
– –
-6,500
Closed -$170K
BGC icon
2631
PUT
BGC Group
BGC
$5.6B
– –
-111,054
Closed -$992K
BHC icon
2632
CALL
Bausch Health
BHC
$2.25B
– –
-88,971
Closed -$619K
BHE icon
2633
PUT
Benchmark Electronics
BHE
$2.85B
– –
-15,364
Closed -$657K
BILL icon
2634
CALL
BILL Holdings
BILL
$4.52B
– –
-28,531
Closed -$1.56M
BIO icon
2635
PUT
Bio-Rad Laboratories Class A
BIO
$8.74B
– –
-5,381
Closed -$1.63M
BIPC icon
2636
PUT
Brookfield Infrastructure
BIPC
$5.24B
– –
-40,316
Closed -$1.83M
BIRK icon
2637
CALL
Birkenstock
BIRK
$7.45B
– –
-111
Closed -$4.54K
BJ icon
2638
CALL
BJs Wholesale Club
BJ
$12.6B
– –
-26,306
Closed -$2.37M
BKE icon
2639
PUT
Buckle
BKE
$2.27B
– –
-6,331
Closed -$338K
BKSY icon
2640
PUT
BlackSky Technology
BKSY
$919M
– –
-17,818
Closed -$334K
BLDP
2641
PUT
Ballard Power Systems
BLDP
$841M
– –
-1,202,472
Closed -$3.07M
BLDR icon
2642
PUT
Builders FirstSource
BLDR
$7.1B
– –
-59,984
Closed -$6.17M
BLK icon
2643
PUT
Blackrock
BLK
$170B
– –
-70,235
Closed -$75.2M
BLKB icon
2644
CALL
Blackbaud
BLKB
$1.84B
– –
-10,723
Closed -$679K
BLND icon
2645
PUT
Blend Labs
BLND
$424M
– –
-105,445
Closed -$321K
BMI icon
2646
CALL
Badger Meter
BMI
$3.78B
– –
-63,622
Closed -$11.1M
BN icon
2647
PUT
Brookfield
BN
$103B
– –
-928,322
Closed -$42.7M
BOKF icon
2648
CALL
BOK Financial
BOKF
$8.57B
– –
-5,621
Closed -$666K
BOOT icon
2649
PUT
Boot Barn
BOOT
$4.68B
– –
-6,122
Closed -$1.08M
BP icon
2650
CALL
BP
BP
$114B
– –
-12,090
Closed -$420K
104 105
106
107 108

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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.