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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
UBS icon
3351
CALL
UBS Group
UBS
$171B
– –
-49,529,270
Closed -$2.31B
UHAL.B icon
3352
CALL
U-Haul Holding Co Series N
UHAL.B
$12.6B
– –
-22,738
Closed -$1.06M
UPBD icon
3353
CALL
Upbound Group
UPBD
$1.25B
– –
-15,612
Closed -$274K
URA icon
3354
PUT
Global X Uranium ETF
URA
$5.39B
– –
-5,738
Closed -$245K
USAS
3355
CALL
Americas Gold and Silver
USAS
$1.28B
– –
-66,100
Closed -$339K
USRT icon
3356
PUT
iShares Core US REIT ETF
USRT
$4.77B
– –
-31,785
Closed -$1.82M
UUUU icon
3357
PUT
Energy Fuels
UUUU
$2.79B
– –
-102,706
Closed -$1.49M
VAL icon
3358
CALL
Valaris
VAL
$5.24B
– –
-23,324
Closed -$1.18M
VRE
3359
PUT
DELISTED
Veris Residential
VRE
– –
-54,023
Closed -$804K
VSTS icon
3360
PUT
Vestis
VSTS
$2.04B
– –
-20,284
Closed -$135K
WEAV icon
3361
Weave Communications
WEAV
$551M
– –
-18,694
Closed -$142K
WGS icon
3362
CALL
GeneDx Holdings
WGS
$1.89B
– –
-3,675
Closed -$478K
WIX icon
3363
PUT
WIX.com
WIX
$2.42B
– –
-28,312
Closed -$2.94M
WMS icon
3364
PUT
Advanced Drainage Systems
WMS
$11B
– –
-136,270
Closed -$19.7M
WRB icon
3365
PUT
W.R. Berkley
WRB
$28.4B
– –
-74,074
Closed -$5.19M
WTM icon
3366
PUT
White Mountains Insurance
WTM
$5.42B
– –
-913
Closed -$1.9M
WTW icon
3367
PUT
Willis Towers Watson
WTW
$29.7B
– –
-59,916
Closed -$19.7M
WVE icon
3368
PUT
Wave Life Sciences
WVE
$1.13B
– –
-62,729
Closed -$1.07M
XBI icon
3369
CALL
State Street SPDR S&P Biotech ETF
XBI
$10.1B
– –
-4,761
Closed -$580K
XLF icon
3370
PUT
State Street Financial Select Sector SPDR ETF
XLF
$57.2B
– –
-2,412,186
Closed -$133M
XPRO icon
3371
CALL
Expro Ltd
XPRO
$1.79B
– –
-45,556
Closed -$608K
YOU icon
3372
PUT
Clear Secure
YOU
$5.45B
– –
-16,419
Closed -$576K
ZD icon
3373
CALL
Ziff Davis
ZD
$1.94B
– –
-10,421
Closed -$366K
ZLAB icon
3374
Zai Lab
ZLAB
$2.11B
– –
-317
Closed -$5.59K
ZVRA icon
3375
PUT
Zevra Therapeutics
ZVRA
$570M
– –
-916
Closed -$8.21K
133 134
135
136 137

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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.