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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
ENVX icon
2826
PUT
Enovix
ENVX
$803M
– –
-85,319
Closed -$624K
EOG icon
2827
PUT
EOG Resources
EOG
$77.7B
– –
-434,319
Closed -$45.6M
EPC icon
2828
PUT
Edgewell Personal Care
EPC
$1.3B
– –
-21,352
Closed -$364K
EPR icon
2829
CALL
EPR Properties
EPR
$4.89B
– –
-48,552
Closed -$2.42M
EPRT icon
2830
CALL
Essential Properties Realty Trust
EPRT
$6.92B
– –
-172,733
Closed -$5.12M
EPU icon
2831
PUT
iShares MSCI Peru and Global Exposure ETF
EPU
$521M
– –
-3,552
Closed -$257K
EQT icon
2832
CALL
EQT Corp
EQT
$32.9B
– –
-491,777
Closed -$26.4M
ERII icon
2833
CALL
Energy Recovery
ERII
$420M
– –
-24,758
Closed -$334K
ESLT icon
2834
CALL
Elbit Systems
ESLT
$36B
– –
-7,093
Closed -$4.09M
EVH icon
2835
Evolent Health
EVH
$371M
– –
-36,498
Closed -$146K
EW icon
2836
CALL
Edwards Lifesciences
EW
$49.4B
– –
-512,394
Closed -$43.7M
EWBC icon
2837
CALL
East-West Bancorp
EWBC
$17.8B
– –
-665,431
Closed -$74.8M
EXAS
2838
CALL
DELISTED
Exact Sciences
EXAS
– –
-56,343
Closed -$5.72M
EXP icon
2839
PUT
Eagle Materials
EXP
$6.49B
– –
-7,206
Closed -$1.49M
EXPE icon
2840
CALL
Expedia Group
EXPE
$36.5B
– –
-99,703
Closed -$28.2M
EXPO icon
2841
PUT
Exponent
EXPO
$3.19B
– –
-10,709
Closed -$744K
FAST icon
2842
PUT
Fastenal
FAST
$54.8B
– –
-449,823
Closed -$18.1M
FBIN icon
2843
CALL
Fortune Brands Innovations
FBIN
$5.86B
– –
-95,344
Closed -$4.77M
FBRT
2844
CALL
Franklin BSP Realty Trust
FBRT
$580M
– –
-32,459
Closed -$326K
FCEL icon
2845
CALL
FuelCell Energy
FCEL
$1.45B
– –
-147,516
Closed -$1.08M
FCF icon
2846
CALL
First Commonwealth Financial
FCF
$2.22B
– –
-62,860
Closed -$1.06M
FCN icon
2847
CALL
FTI Consulting
FCN
$5.14B
– –
-10,533
Closed -$1.8M
FCNCA icon
2848
CALL
First Citizens BancShares
FCNCA
$24.7B
– –
-2,174
Closed -$4.67M
DMC
2849
CALL
Del Monte Corp
DMC
$1.42B
– –
-28,398
Closed -$1.01M
FDS icon
2850
CALL
Factset
FDS
$10B
– –
-12,015
Closed -$3.49M
112 113
114
115 116

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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.