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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
SMMT icon
3326
Summit Therapeutics
SMMT
$9.84B
– –
-424
Closed -$7.42K
SMPL icon
3327
PUT
Simply Good Foods
SMPL
$974M
– –
-29,460
Closed -$592K
SMR icon
3328
CALL
NuScale Power
SMR
$2.84B
– –
-38,819
Closed -$550K
SMWB icon
3329
PUT
Similarweb
SMWB
$632M
– –
-31,592
Closed -$237K
SNV
3330
DELISTED
Synovus
SNV
– –
-45,344
Closed -$2.27M
SPRY icon
3331
PUT
ARS Pharmaceuticals
SPRY
$567M
– –
-11,662
Closed -$136K
SPXC icon
3332
PUT
SPX Corp
SPXC
$10.3B
– –
-14,950
Closed -$2.99M
SRE icon
3333
CALL
Sempra
SRE
$59.7B
– –
-319,593
Closed -$28.2M
SRPT icon
3334
PUT
Sarepta Therapeutics
SRPT
$1.62B
– –
-30,454
Closed -$655K
SSD icon
3335
PUT
Simpson Manufacturing
SSD
$8.29B
– –
-12,844
Closed -$2.07M
SSTK icon
3336
CALL
Shutterstock
SSTK
$219M
– –
-9,232
Closed -$176K
STBA icon
3337
PUT
S&T Bancorp
STBA
$1.92B
– –
-10,806
Closed -$425K
STE icon
3338
CALL
Steris
STE
$22.1B
– –
-63,990
Closed -$16.2M
STLA icon
3339
PUT
Stellantis
STLA
$16.7B
– –
-1,803,310
Closed -$19.9M
SWIM icon
3340
PUT
Latham Group
SWIM
$672M
– –
-28,203
Closed -$179K
T icon
3341
CALL
AT&T
T
$170B
– –
-4,917,680
Closed -$122M
TAP icon
3342
PUT
Molson Coors Class B
TAP
$7.94B
– –
-54,901
Closed -$2.56M
TASK icon
3343
TaskUs
TASK
$572M
– –
-8,048
Closed -$94.9K
TBPH icon
3344
PUT
Theravance Biopharma
TBPH
$875M
– –
-868
Closed -$16.2K
TEAM icon
3345
CALL
Atlassian
TEAM
$26B
– –
-139,400
Closed -$22.6M
TGNA
3346
DELISTED
TEGNA Inc
TGNA
– –
-45,511
Closed -$883K
THS
3347
DELISTED
Treehouse Foods
THS
– –
-15,898
Closed -$375K
TILE icon
3348
PUT
Interface
TILE
$2.01B
– –
-33,971
Closed -$948K
TKNO icon
3349
CALL
Alpha Teknova
TKNO
$272M
– –
-906
Closed -$3.44K
TROW icon
3350
CALL
T. Rowe Price
TROW
$25.9B
– –
-118,749
Closed -$12.2M
132 133
134
135 136

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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.