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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
KMT icon
3001
PUT
Kennametal
KMT
$2.71B
– –
-21,436
Closed -$609K
KN icon
3002
CALL
Knowles
KN
$3.07B
– –
-29,574
Closed -$634K
KNSL icon
3003
CALL
Kinsale Capital Group
KNSL
$8.43B
– –
-5,412
Closed -$2.12M
KNTK icon
3004
CALL
Kinetik
KNTK
$3.64B
– –
-19,618
Closed -$707K
KOP icon
3005
CALL
Koppers
KOP
$965M
– –
-9,074
Closed -$246K
KRC icon
3006
CALL
Kilroy Realty
KRC
$4.5B
– –
-79,184
Closed -$2.96M
KRP icon
3007
CALL
Kimbell Royalty Partners
KRP
$1.43B
– –
-19,113
Closed -$225K
KTB icon
3008
CALL
Kontoor Brands
KTB
$4.87B
– –
-16,673
Closed -$1.02M
KTOS icon
3009
PUT
Kratos Defense & Security Solutions
KTOS
$9.12B
– –
-57,504
Closed -$4.37M
KYMR icon
3010
CALL
Kymera Therapeutics
KYMR
$8.73B
– –
-15,631
Closed -$1.22M
L icon
3011
CALL
Loews
L
$24.6B
– –
-148,560
Closed -$15.6M
LASR icon
3012
PUT
nLIGHT
LASR
$3.57B
– –
-10,438
Closed -$392K
LBTYA icon
3013
CALL
Liberty Global Class A
LBTYA
$3.49B
– –
-54,445
Closed -$607K
LBRT icon
3014
PUT
Liberty Energy
LBRT
$2.89B
– –
-31,515
Closed -$582K
HAPN
3015
PUT
Happen Inc
HAPN
$2.19B
– –
-26,923
Closed -$510K
LDOS icon
3016
PUT
Leidos
LDOS
$14.9B
– –
-33,662
Closed -$6.07M
LECO icon
3017
CALL
Lincoln Electric
LECO
$14.6B
– –
-16,313
Closed -$3.91M
LEGH icon
3018
CALL
Legacy Housing
LEGH
$639M
– –
-5,873
Closed -$115K
LEVI icon
3019
CALL
Levi Strauss
LEVI
$9.8B
– –
-28,943
Closed -$600K
LFST icon
3020
PUT
Lifestance Health
LFST
$4.29B
– –
-32,007
Closed -$225K
LINC icon
3021
CALL
Lincoln Educational Services
LINC
$1.33B
– –
-306
Closed -$7.39K
LIND icon
3022
PUT
Lindblad Expeditions
LIND
$1.95B
– –
-6,220
Closed -$89.7K
LIVN icon
3023
PUT
LivaNova
LIVN
$4.51B
– –
-17,321
Closed -$1.07M
LLY icon
3024
CALL
Eli Lilly
LLY
$1.09T
– –
-614,780
Closed -$661M
LLYVK icon
3025
PUT
Liberty Live Group Series C
LLYVK
$9.45B
– –
-11,442
Closed -$952K
119 120
121
122 123

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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.