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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
MO icon
3076
PUT
Altria Group
MO
$125B
– –
-886,890
Closed -$51.1M
MOH icon
3077
CALL
Molina Healthcare
MOH
$10.5B
– –
-16,579
Closed -$2.88M
MORN icon
3078
CALL
Morningstar
MORN
$7.38B
– –
-7,674
Closed -$1.67M
MPC icon
3079
CALL
Marathon Petroleum
MPC
$89.3B
– –
-178,676
Closed -$29.1M
MPWR icon
3080
PUT
Monolithic Power Systems
MPWR
$63B
– –
-90,070
Closed -$81.6M
MRCY icon
3081
CALL
Mercury Systems
MRCY
$5.97B
– –
-21,187
Closed -$1.55M
MRK icon
3082
CALL
Merck
MRK
$326B
– –
-954,267
Closed -$100M
MRNA icon
3083
CALL
Moderna
MRNA
$22.1B
– –
-139,654
Closed -$4.12M
MRTN icon
3084
CALL
Marten Transport
MRTN
$1.25B
– –
-11,364
Closed -$129K
MRVL icon
3085
PUT
Marvell Technology
MRVL
$157B
– –
-292,392
Closed -$24.8M
MS icon
3086
CALL
Morgan Stanley
MS
$333B
– –
-578,181
Closed -$103M
MSA icon
3087
CALL
Mine Safety
MSA
$6.94B
– –
-10,399
Closed -$1.67M
MSCI icon
3088
PUT
MSCI
MSCI
$42.1B
– –
-49,752
Closed -$28.5M
MSEX icon
3089
PUT
Middlesex Water
MSEX
$1.08B
– –
-4,140
Closed -$209K
MSTR icon
3090
PUT
Strategy Inc
MSTR
$35.1B
– –
-70,387
Closed -$10.7M
MTCH icon
3091
PUT
Match Group
MTCH
$9.16B
– –
-70,619
Closed -$2.28M
MTB icon
3092
CALL
M&T Bank
MTB
$36.6B
– –
-41,420
Closed -$8.35M
MTDR icon
3093
PUT
Matador Resources
MTDR
$5.73B
– –
-35,284
Closed -$1.5M
MTG icon
3094
PUT
MGIC Investment
MTG
$6.47B
– –
-77,363
Closed -$2.26M
MTSI icon
3095
CALL
MACOM Technology Solutions
MTSI
$19B
– –
-20,972
Closed -$3.59M
MTZ icon
3096
PUT
MasTec
MTZ
$24.7B
– –
-80,056
Closed -$17.4M
MUSA icon
3097
PUT
Murphy USA
MUSA
$11.1B
– –
-5,697
Closed -$2.3M
NAMS icon
3098
PUT
NewAmsterdam Pharma
NAMS
$3.27B
– –
-19,804
Closed -$695K
NB
3099
PUT
NioCorp Developments
NB
$587M
– –
-78,327
Closed -$415K
NBBK icon
3100
PUT
NB Bancorp
NBBK
$1.01B
– –
-9,676
Closed -$192K
122 123
124
125 126

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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.