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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
PGR icon
3201
CALL
Progressive
PGR
$128B
– –
-294,617
Closed -$67.1M
PGNY icon
3202
CALL
Progyny
PGNY
$2.41B
– –
-31,985
Closed -$821K
PHAT icon
3203
PUT
Phathom Pharmaceuticals
PHAT
$930M
– –
-19,890
Closed -$330K
PHM icon
3204
CALL
Pultegroup
PHM
$25.7B
– –
-477,160
Closed -$56M
PII icon
3205
CALL
Polaris
PII
$4.07B
– –
-21,467
Closed -$1.36M
PINS icon
3206
PUT
Pinterest
PINS
$13.6B
– –
-424,856
Closed -$11M
PIPR icon
3207
PUT
Piper Sandler
PIPR
$5.24B
– –
-13,952
Closed -$1.18M
PK icon
3208
PUT
Park Hotels & Resorts
PK
$3.06B
– –
-143,564
Closed -$1.5M
PKG icon
3209
CALL
Packaging Corp of America
PKG
$22.6B
– –
-20,759
Closed -$4.28M
PLAB icon
3210
CALL
Photronics
PLAB
$1.72B
– –
-11,477
Closed -$367K
PLAY icon
3211
CALL
Dave & Buster's
PLAY
$361M
– –
-11,890
Closed -$193K
PLD icon
3212
PUT
Prologis
PLD
$137B
– –
-837,135
Closed -$107M
PLOW icon
3213
CALL
Douglas Dynamics
PLOW
$1.04B
– –
-6,953
Closed -$227K
PLRX icon
3214
PUT
Pliant Therapeutics
PLRX
$66.3M
– –
-36
Closed -$44
PLTR icon
3215
CALL
Palantir
PLTR
$296B
– –
-764,052
Closed -$136M
PLUG icon
3216
PUT
Plug Power
PLUG
$2.73B
– –
-1,715,056
Closed -$3.38M
PLYM
3217
PUT
DELISTED
Plymouth Industrial REIT
PLYM
– –
-29,236
Closed -$640K
PLXS icon
3218
PUT
Plexus
PLXS
$6.69B
– –
-9,093
Closed -$1.34M
PNC icon
3219
CALL
PNC Financial Services
PNC
$100B
– –
-102,244
Closed -$21.3M
PNFP icon
3220
PUT
Pinnacle Financial Partners Inc
PNFP
$15.9B
– –
-23,676
Closed -$2.26M
PNTG icon
3221
PUT
Pennant Group
PNTG
$1.46B
– –
-18,650
Closed -$525K
PNW icon
3222
PUT
Pinnacle West Capital
PNW
$12.8B
– –
-37,456
Closed -$3.32M
PODD icon
3223
PUT
Insulet
PODD
$11.6B
– –
-48,416
Closed -$13.8M
POET icon
3224
PUT
POET Technologies
POET
$1.17B
– –
-201
Closed -$1.27K
POR icon
3225
CALL
Portland General Electric
POR
$5.92B
– –
-33,181
Closed -$1.59M
127 128
129
130 131

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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.