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
BR icon
2651
CALL
Broadridge
BR
$17.9B
– –
-37,625
Closed -$8.4M
BRKR icon
2652
CALL
Bruker
BRKR
$9.79B
– –
-44,705
Closed -$2.11M
BRO icon
2653
PUT
Brown & Brown
BRO
$23.7B
– –
-72,951
Closed -$5.81M
BRX icon
2654
PUT
Brixmor Property Group
BRX
$9.67B
– –
-246,391
Closed -$6.46M
BSY icon
2655
PUT
Bentley Systems
BSY
$10.7B
– –
-498,118
Closed -$19M
BTE icon
2656
PUT
Baytex Energy
BTE
$3.04B
– –
-216,249
Closed -$700K
BTG icon
2657
PUT
B2Gold
BTG
$5.13B
– –
-387,839
Closed -$1.75M
BURL icon
2658
CALL
Burlington
BURL
$23.4B
– –
-15,578
Closed -$4.5M
BUSE icon
2659
PUT
First Busey Corp
BUSE
$2.6B
– –
-19,683
Closed -$468K
BVN icon
2660
CALL
Compañía de Minas Buenaventura
BVN
$8.09B
– –
-66,797
Closed -$1.86M
BX icon
2661
PUT
Blackstone
BX
$102B
– –
-187,571
Closed -$28.9M
BXC icon
2662
PUT
BlueLinx
BXC
$416M
– –
-1,555
Closed -$95.5K
BXP icon
2663
CALL
Boston Properties
BXP
$11.4B
– –
-198,019
Closed -$13.4M
BY icon
2664
PUT
Byline Bancorp
BY
$1.78B
– –
-22,130
Closed -$645K
BYD icon
2665
PUT
Boyd Gaming
BYD
$6.47B
– –
-17,125
Closed -$1.46M
CABO icon
2666
PUT
Cable One
CABO
$224M
– –
-804
Closed -$90.7K
CAC icon
2667
PUT
Camden National
CAC
$977M
– –
-2,785
Closed -$121K
CACC icon
2668
CALL
Credit Acceptance
CACC
$5.81B
– –
-884
Closed -$392K
CACI icon
2669
CALL
CACI
CACI
$10.5B
– –
-8,387
Closed -$4.47M
CADE
2670
PUT
DELISTED
Cadence Bank
CADE
– –
-72,389
Closed -$3.1M
CALM icon
2671
PUT
Cal-Maine
CALM
$4.13B
– –
-16,056
Closed -$1.28M
CALX icon
2672
CALL
Calix
CALX
$2.22B
– –
-12,352
Closed -$654K
CAR icon
2673
PUT
Avis
CAR
$5.37B
– –
-6,182
Closed -$793K
CARG icon
2674
CALL
CarGurus
CARG
$3.25B
– –
-28,087
Closed -$1.08M
CARS icon
2675
PUT
Cars.com
CARS
$664M
– –
-23,049
Closed -$281K
105 106
107
108 109

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.