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
LMNR icon
3026
CALL
Limoneira
LMNR
$245M
– –
-135
Closed -$1.7K
LNG icon
3027
PUT
Cheniere Energy
LNG
$52.8B
– –
-113,936
Closed -$22.1M
LNN icon
3028
CALL
Lindsay Corp
LNN
$1.17B
– –
-2,600
Closed -$306K
LNT icon
3029
CALL
Alliant Energy
LNT
$19.1B
– –
-79,195
Closed -$5.15M
LOW icon
3030
CALL
Lowe's Companies
LOW
$122B
– –
-363,637
Closed -$87.7M
LPG icon
3031
CALL
Dorian LPG
LPG
$1.9B
– –
-17,809
Closed -$433K
LPX icon
3032
CALL
Louisiana-Pacific
LPX
$5.35B
– –
-22,918
Closed -$1.85M
LQDA icon
3033
PUT
Liquidia Corp
LQDA
$7.72B
– –
-28,081
Closed -$969K
LSCC icon
3034
PUT
Lattice Semiconductor
LSCC
$17B
– –
-43,424
Closed -$3.2M
LSPD icon
3035
CALL
Lightspeed Commerce
LSPD
$1.41B
– –
-39,615
Closed -$479K
LSTR icon
3036
CALL
Landstar System
LSTR
$6.29B
– –
-12,350
Closed -$1.77M
LTBR icon
3037
PUT
Lightbridge
LTBR
$259M
– –
-4,681
Closed -$59.2K
LTH icon
3038
PUT
Life Time Group Holdings
LTH
$10.2B
– –
-47,128
Closed -$1.25M
LVS icon
3039
PUT
Las Vegas Sands
LVS
$32B
– –
-247,654
Closed -$16.1M
LXP icon
3040
CALL
LXP Industrial Trust
LXP
$3.53B
– –
-35,900
Closed -$1.78M
LYB icon
3041
CALL
LyondellBasell Industries
LYB
$18.8B
– –
-143,945
Closed -$6.23M
LYV icon
3042
PUT
Live Nation Entertainment
LYV
$42.1B
– –
-35,201
Closed -$5.02M
M icon
3043
PUT
Macy's
M
$6.62B
– –
-98,975
Closed -$2.18M
MAN icon
3044
CALL
ManpowerGroup
MAN
$2.58B
– –
-16,572
Closed -$493K
MANH icon
3045
PUT
Manhattan Associates
MANH
$9.95B
– –
-18,770
Closed -$3.25M
MASI
3046
PUT
DELISTED
Masimo
MASI
– –
-9,698
Closed -$1.26M
MAT icon
3047
CALL
Mattel
MAT
$4.49B
– –
-100,898
Closed -$2M
MATW icon
3048
PUT
Matthews International
MATW
$900M
– –
-9,857
Closed -$257K
MATX icon
3049
PUT
Matsons
MATX
$6.15B
– –
-2,952
Closed -$365K
MAX icon
3050
CALL
MediaAlpha
MAX
$746M
– –
-18,642
Closed -$241K
120 121
122
123 124

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.