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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
DTM icon
2801
CALL
DT Midstream
DTM
$13.9B
– –
-30,005
Closed -$3.59M
DVAX
2802
PUT
DELISTED
Dynavax Technologies
DVAX
– –
-43,345
Closed -$667K
DVN icon
2803
CALL
Devon Energy
DVN
$51.3B
– –
-793,194
Closed -$29.1M
DX
2804
CALL
Dynex Capital
DX
$3.17B
– –
-33,654
Closed -$471K
DXCM icon
2805
PUT
DexCom
DXCM
$29B
– –
-158,773
Closed -$10.5M
DXC icon
2806
CALL
DXC Technology
DXC
$1.91B
– –
-46,899
Closed -$687K
DYN icon
2807
CALL
Dyne Therapeutics
DYN
$4.15B
– –
-37,307
Closed -$730K
EAT icon
2808
CALL
Brinker International
EAT
$8.82B
– –
-15,036
Closed -$2.16M
EBAY icon
2809
CALL
eBay
EBAY
$51.2B
– –
-564,623
Closed -$49.2M
EBC icon
2810
CALL
Eastern Bankshares
EBC
$5.27B
– –
-83,949
Closed -$1.55M
ECPG icon
2811
CALL
Encore Capital Group
ECPG
$2.01B
– –
-6,880
Closed -$374K
ECVT icon
2812
CALL
Ecovyst
ECVT
$1.32B
– –
-51,292
Closed -$499K
EEFT icon
2813
PUT
Euronet Worldwide
EEFT
$3.19B
– –
-8,886
Closed -$676K
EFC
2814
CALL
Ellington Financial
EFC
$1.69B
– –
-19,281
Closed -$262K
EFXT
2815
PUT
Enerflex
EFXT
$2.58B
– –
-53,996
Closed -$834K
EG icon
2816
PUT
Everest Group
EG
$15.6B
– –
-64,895
Closed -$22M
EGBN icon
2817
CALL
Eagle Bancorp
EGBN
$850M
– –
-6,917
Closed -$148K
EIG icon
2818
PUT
Employers Holdings
EIG
$907M
– –
-6,843
Closed -$295K
EIX icon
2819
CALL
Edison International
EIX
$30.3B
– –
-235,106
Closed -$14.1M
ELME
2820
Elme Communities
ELME
$145M
– –
-56,142
Closed -$977K
ELVN icon
2821
CALL
Enliven Therapeutics
ELVN
$3.78B
– –
-6,163
Closed -$94.9K
EMBC icon
2822
PUT
Embecta
EMBC
$218M
– –
-22,040
Closed -$262K
EME icon
2823
PUT
Emcor
EME
$29.9B
– –
-63,786
Closed -$39M
EMR icon
2824
PUT
Emerson Electric
EMR
$81.6B
– –
-297,845
Closed -$39.5M
ENLT icon
2825
CALL
Enlight Renewable Energy
ENLT
$11.3B
– –
-57,621
Closed -$2.62M
111 112
113
114 115

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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.