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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
MBIN icon
3051
CALL
Merchants Bancorp
MBIN
$2.24B
– –
-4,755
Closed -$162K
MBWM icon
3052
CALL
Mercantile Bank Corp
MBWM
$1.04B
– –
-3,107
Closed -$149K
MCD icon
3053
PUT
McDonald's
MCD
$194B
– –
-366,571
Closed -$112M
MCBS icon
3054
CALL
MetroCity Bankshares
MCBS
$1.03B
– –
-2,259
Closed -$60K
MCO icon
3055
CALL
Moody's
MCO
$83.9B
– –
-70,517
Closed -$36M
MCW
3056
PUT
DELISTED
Mister Car Wash
MCW
– –
-16,795
Closed -$93.4K
MCY icon
3057
CALL
Mercury Insurance
MCY
$6.07B
– –
-6,608
Closed -$622K
MDB icon
3058
PUT
MongoDB
MDB
$25B
– –
-20,533
Closed -$8.62M
MDXG icon
3059
CALL
MiMedx Group
MDXG
$649M
– –
-39,713
Closed -$269K
ONT
3060
PUT
Onterris Inc
ONT
$740M
– –
-14,860
Closed -$369K
MEOH icon
3061
PUT
Methanex
MEOH
$4.12B
– –
-20,275
Closed -$805K
MESO
3062
PUT
Mesoblast
MESO
$1.87B
– –
-384
Closed -$6.93K
META icon
3063
CALL
Meta Platforms (Facebook)
META
$1.51T
– –
-1,329,605
Closed -$878M
MFA
3064
PUT
MFA Financial
MFA
$935M
– –
-17,340
Closed -$161K
MGIC
3065
DELISTED
Magic Software Enterprises
MGIC
– –
-7,784
Closed -$200K
MGM icon
3066
PUT
MGM Resorts International
MGM
$11.8B
– –
-44,851
Closed -$1.64M
MGPI icon
3067
MGP Ingredients
MGPI
$400M
– –
-10,054
Closed -$244K
MGTX icon
3068
MeiraGTx Holdings
MGTX
$1.09B
– –
-1,269
Closed -$10.1K
MHK icon
3069
CALL
Mohawk Industries
MHK
$7.14B
– –
-16,952
Closed -$1.85M
MIDD icon
3070
PUT
Middleby
MIDD
$6.11B
– –
-14,509
Closed -$2.16M
MIRM icon
3071
PUT
Mirum Pharmaceuticals
MIRM
$6.84B
– –
-14,815
Closed -$1.17M
MKC icon
3072
PUT
McCormick & Company Non-Voting
MKC
$13.9B
– –
-116,054
Closed -$7.9M
MKL icon
3073
PUT
Markel Group
MKL
$25.5B
– –
-2,900
Closed -$6.23M
MKSI icon
3074
CALL
MKS Inc
MKSI
$19.3B
– –
-20,759
Closed -$3.32M
MNTK icon
3075
CALL
Montauk Renewables
MNTK
$259M
– –
-8,324
Closed -$13.9K
121 122
123
124 125

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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.