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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
NBHC icon
3101
CALL
National Bank Holdings
NBHC
$1.9B
– –
-11,567
Closed -$440K
NBTB icon
3102
CALL
NBT Bancorp
NBTB
$2.79B
– –
-16,740
Closed -$695K
NCNO icon
3103
CALL
nCino
NCNO
$2.03B
– –
-32,730
Closed -$839K
NDAQ icon
3104
PUT
Nasdaq
NDAQ
$53.6B
– –
-206,162
Closed -$20M
NEE icon
3105
CALL
NextEra Energy
NEE
$186B
– –
-944,271
Closed -$75.8M
NEM icon
3106
CALL
Newmont
NEM
$96.4B
– –
-1,017,800
Closed -$102M
NEO icon
3107
CALL
NeoGenomics
NEO
$1.74B
– –
-45,410
Closed -$534K
NEU icon
3108
CALL
NewMarket
NEU
$7.2B
– –
-963
Closed -$662K
NEXT icon
3109
PUT
NextDecade
NEXT
$1.63B
– –
-31,347
Closed -$165K
NFG icon
3110
CALL
National Fuel Gas
NFG
$7.73B
– –
-25,311
Closed -$2.03M
NFE icon
3111
New Fortress Energy
NFE
$94.3M
– –
-21,310
Closed -$24.3K
NG icon
3112
CALL
NovaGold Resources
NG
$2.55B
– –
-104,654
Closed -$977K
NGD
3113
DELISTED
New Gold Inc
NGD
– –
-252,420
Closed -$2.2M
NGVT icon
3114
CALL
Ingevity
NGVT
$2.59B
– –
-11,132
Closed -$659K
NHC icon
3115
PUT
National Healthcare
NHC
$3.61B
– –
-3,022
Closed -$414K
NIC icon
3116
CALL
Nicolet Bankshares
NIC
$3.65B
– –
-3,353
Closed -$407K
NIO icon
3117
PUT
NIO
NIO
$11.7B
– –
-28,024
Closed -$143K
NJR icon
3118
PUT
New Jersey Resources
NJR
$6.04B
– –
-68,726
Closed -$3.17M
NKE icon
3119
CALL
Nike
NKE
$63.9B
– –
-643,315
Closed -$41M
NLY icon
3120
CALL
Annaly Capital Management
NLY
$17.4B
– –
-580,438
Closed -$13M
NMIH icon
3121
PUT
NMI Holdings
NMIH
$3.34B
– –
-16,008
Closed -$653K
NOK icon
3122
PUT
Nokia
NOK
$49.9B
– –
-54
Closed -$349
NOV icon
3123
PUT
NOV
NOV
$7.11B
– –
-100,327
Closed -$1.57M
NOW icon
3124
CALL
ServiceNow
NOW
$114B
– –
-798,515
Closed -$122M
NSIT icon
3125
CALL
Insight Enterprises
NSIT
$3.77B
– –
-9,373
Closed -$764K
123 124
125
126 127

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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.