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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
FE icon
2851
CALL
FirstEnergy
FE
$28.7B
– –
-244,799
Closed -$11M
FELE icon
2852
CALL
Franklin Electric
FELE
$4.68B
– –
-10,860
Closed -$1.04M
FHI icon
2853
PUT
Federated Hermes
FHI
$4.61B
– –
-23,611
Closed -$1.23M
FICO icon
2854
PUT
Fair Isaac
FICO
$32.5B
– –
-7,934
Closed -$13.4M
FITB
2855
PUT
Fifth Third Bancorp
FITB
$51.6B
– –
-212,603
Closed -$9.95M
FIVE icon
2856
PUT
Five Below
FIVE
$11.9B
– –
-17,812
Closed -$3.36M
FIX icon
2857
PUT
Comfort Systems
FIX
$53.8B
– –
-143,602
Closed -$134M
FIZZ icon
2858
PUT
National Beverage
FIZZ
$3.04B
– –
-5,092
Closed -$162K
FLBL icon
2859
PUT
Franklin Senior Loan ETF
FLBL
$853M
– –
-13,254
Closed -$312K
FLNC icon
2860
CALL
Fluence Energy
FLNC
$1.62B
– –
-45,954
Closed -$909K
FLR icon
2861
CALL
Fluor
FLR
$6.64B
– –
-33,340
Closed -$1.32M
FLYW icon
2862
PUT
Flywire
FLYW
$2.07B
– –
-37,673
Closed -$533K
FNB icon
2863
CALL
FNB Corp
FNB
$6.79B
– –
-143,688
Closed -$2.46M
FND icon
2864
CALL
Floor & Decor
FND
$6.08B
– –
-33,523
Closed -$2.04M
FNV icon
2865
CALL
Franco-Nevada
FNV
$41.4B
– –
-75,389
Closed -$15.6M
FOR icon
2866
CALL
Forestar Group
FOR
$1.48B
– –
-3,366
Closed -$82.9K
FOUR icon
2867
CALL
Shift4
FOUR
$4.46B
– –
-12,304
Closed -$775K
FOXF icon
2868
CALL
Fox Factory Holding Corp
FOXF
$802M
– –
-12,344
Closed -$211K
FRME icon
2869
PUT
First Merchants
FRME
$2.7B
– –
-17,005
Closed -$637K
FRSH icon
2870
PUT
Freshworks
FRSH
$3.21B
– –
-55,810
Closed -$684K
FRPT icon
2871
PUT
Freshpet
FRPT
$3.05B
– –
-18,278
Closed -$1.11M
FSLR icon
2872
CALL
First Solar
FSLR
$21.7B
– –
-344,599
Closed -$90M
FSLY icon
2873
PUT
Fastly Inc
FSLY
$3.22B
– –
-54,354
Closed -$553K
FSS icon
2874
PUT
Federal Signal
FSS
$6.89B
– –
-22,049
Closed -$2.39M
FSV icon
2875
PUT
FirstService
FSV
$6.64B
– –
-21,940
Closed -$3.42M
113 114
115
116 117

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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.