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
IBM icon
2951
CALL
IBM
IBM
$214B
– –
-281,603
Closed -$83.4M
IBOC icon
2952
CALL
International Bancshares
IBOC
$4.81B
– –
-11,833
Closed -$786K
ICE icon
2953
CALL
Intercontinental Exchange
ICE
$85.9B
– –
-302,882
Closed -$49.1M
ICFI icon
2954
PUT
ICF International
ICFI
$1.49B
– –
-3,506
Closed -$299K
ICUI icon
2955
CALL
ICU Medical
ICUI
$4.12B
– –
-4,436
Closed -$633K
IDT icon
2956
PUT
IDT Corp
IDT
$1.69B
– –
-4,889
Closed -$250K
IEX icon
2957
PUT
IDEX
IEX
$17.9B
– –
-113,410
Closed -$20.2M
IFF icon
2958
PUT
International Flavors & Fragrances
IFF
$20.1B
– –
-159,021
Closed -$10.7M
ILMN icon
2959
CALL
Illumina
ILMN
$29.2B
– –
-49,684
Closed -$6.52M
IMKTA icon
2960
PUT
Ingles Markets
IMKTA
$1.7B
– –
-2,001
Closed -$137K
IMNM icon
2961
CALL
Immunome
IMNM
$2.62B
– –
-35,431
Closed -$761K
INFY icon
2962
PUT
Infosys
INFY
$49.9B
– –
-144,864
Closed -$2.58M
INTC icon
2963
CALL
Intel
INTC
$439B
– –
-2,916,341
Closed -$108M
INTU icon
2964
PUT
Intuit
INTU
$86.7B
– –
-194,447
Closed -$129M
INVA icon
2965
CALL
Innoviva
INVA
$1.61B
– –
-18,633
Closed -$372K
IONS icon
2966
CALL
Ionis Pharmaceuticals
IONS
$8.87B
– –
-48,921
Closed -$3.87M
IONQ icon
2967
CALL
IonQ
IONQ
$12.6B
– –
-162,655
Closed -$7.3M
IPAR icon
2968
PUT
Interparfums
IPAR
$3.91B
– –
-7,357
Closed -$624K
IQV icon
2969
CALL
IQVIA
IQV
$39.7B
– –
-127,668
Closed -$28.8M
IRMD icon
2970
CALL
iRadimed
IRMD
$1.21B
– –
-5,824
Closed -$567K
IRON icon
2971
CALL
Disc Medicine
IRON
$2.88B
– –
-2,988
Closed -$237K
IRT icon
2972
CALL
Independence Realty Trust
IRT
$3.95B
– –
-163,006
Closed -$2.85M
IRTC icon
2973
PUT
iRhythm Holdings
IRTC
$3.85B
– –
-9,049
Closed -$1.61M
ISRG icon
2974
PUT
Intuitive Surgical
ISRG
$127B
– –
-189,850
Closed -$108M
ITT icon
2975
PUT
ITT
ITT
$17.5B
– –
-56,341
Closed -$9.78M
117 118
119
120 121

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.