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
IWM icon
2976
CALL
iShares Russell 2000 ETF
IWM
$80.4B
– –
-6,166
Closed -$1.53M
JAMF
2977
DELISTED
Jamf
JAMF
– –
-25,588
Closed -$333K
JBGS
2978
CALL
JBG SMITH
JBGS
$841M
– –
-47,509
Closed -$808K
JBLU icon
2979
CALL
JetBlue
JBLU
$2.13B
– –
-48,206
Closed -$219K
JBSS icon
2980
PUT
John B. Sanfilippo & Son
JBSS
$1B
– –
-1,420
Closed -$100K
JEF icon
2981
PUT
Jefferies Financial Group
JEF
$13.1B
– –
-48,272
Closed -$2.99M
JJSF icon
2982
PUT
J&J Snack Foods
JJSF
$1.48B
– –
-2,740
Closed -$248K
JKHY icon
2983
PUT
Jack Henry & Associates
JKHY
$11.2B
– –
-23,525
Closed -$4.29M
JKS
2984
PUT
JinkoSolar
JKS
$787M
– –
-683
Closed -$17.6K
JNJ icon
2985
PUT
Johnson & Johnson
JNJ
$644B
– –
-1,545,618
Closed -$320M
JOE icon
2986
CALL
St. Joe Company
JOE
$3.57B
– –
-8,485
Closed -$504K
JPM icon
2987
CALL
JPMorgan Chase
JPM
$946B
– –
-2,063,837
Closed -$665M
JXN icon
2988
CALL
Jackson Financial
JXN
$8.58B
– –
-27,546
Closed -$2.94M
KALV
2989
CALL
DELISTED
KalVista Pharmaceuticals
KALV
– –
-17,868
Closed -$289K
KBH icon
2990
PUT
KB Home
KBH
$3.51B
– –
-24,530
Closed -$1.38M
KC
2991
PUT
Kingsoft Cloud Holdings
KC
$3.05B
– –
-2
Closed -$21
KEX icon
2992
CALL
Kirby Corp
KEX
$7.57B
– –
-7,365
Closed -$811K
KEY icon
2993
CALL
KeyCorp
KEY
$24.2B
– –
-235,540
Closed -$4.86M
KEYS icon
2994
CALL
Keysight
KEYS
$52.1B
– –
-45,795
Closed -$9.31M
KFY icon
2995
PUT
Korn Ferry
KFY
$4.27B
– –
-17,171
Closed -$1.13M
KGC icon
2996
PUT
Kinross Gold
KGC
$27.8B
– –
-1,227,415
Closed -$34.6M
KGS icon
2997
CALL
Kodiak Gas Services
KGS
$5.87B
– –
-26,221
Closed -$981K
KIM icon
2998
CALL
Kimco Realty
KIM
$17.7B
– –
-642,975
Closed -$13M
NXDR
2999
CALL
Nextdoor Holdings
NXDR
$881M
– –
-82,128
Closed -$172K
KMB icon
3000
CALL
Kimberly-Clark
KMB
$36.9B
– –
-243,700
Closed -$24.6M
118 119
120
121 122

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.