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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
EXE
3401
CALL
Expand Energy Corp
EXE
$21.2B
– –
-165,562
Closed -$18.3M
KLC
3402
KinderCare Learning Companies
KLC
$623M
– –
-7,197
Closed -$31.1K
PENG
3403
PUT
Penguin Solutions Inc
PENG
$2.38B
– –
-15,671
Closed -$307K
FLG
3404
CALL
Flagstar Bank National Association
FLG
$5.77B
– –
-62,548
Closed -$787K
PRMB
3405
CALL
Primo Brands
PRMB
$8.48B
– –
-93,635
Closed -$1.53M
PONY
3406
CALL
Pony AI Inc
PONY
$3.25B
– –
-628
Closed -$9.11K
TTAN
3407
CALL
ServiceTitan Inc
TTAN
$7.65B
– –
-7,300
Closed -$777K
ONC
3408
PUT
BeOne Medicines Ltd
ONC
$34.1B
– –
-3,811
Closed -$1.16M
JBTM
3409
CALL
JBT Marel
JBTM
$7.52B
– –
-16,702
Closed -$2.52M
KRMN
3410
PUT
Karman Holdings
KRMN
$6.46B
– –
-19,500
Closed -$1.43M
SAIL
3411
CALL
SailPoint Inc
SAIL
$9.01B
– –
-44,979
Closed -$910K
NAGE
3412
Niagen Bioscience
NAGE
$259M
– –
-22,300
Closed -$142K
DEFT
3413
CALL
Defi Technologies
DEFT
$165M
– –
-112,352
Closed -$86.1K
HNGE
3414
CALL
Hinge Health
HNGE
$5.77B
– –
-27,354
Closed -$1.27M
EMA
3415
PUT
Emera Inc
EMA
$16.7B
– –
-78,847
Closed -$3.89M
CRCL
3416
PUT
Circle Internet Group
CRCL
$16.1B
– –
-5,802
Closed -$460K
BMNR
3417
CALL
BitMine Immersion Technologies
BMNR
$10.6B
– –
-366
Closed -$9.94K
AAUC
3418
CALL
Allied Gold Corp
AAUC
$2.69B
– –
-15,998
Closed -$367K
JBS
3419
CALL
JBS N.V.
JBS
$45.4B
– –
-115,255
Closed -$1.66M
AMRZ
3420
PUT
Amrize Ltd
AMRZ
$28B
– –
-9,674,921
Closed -$532M
ALM
3421
PUT
Almonty Industries
ALM
$3.44B
– –
-43,703
Closed -$385K
GLIBK
3422
CALL
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$930M
– –
-8,537
Closed -$318K
FIG
3423
PUT
Figma
FIG
$12.9B
– –
-626
Closed -$23.4K
WYFI
3424
PUT
WhiteFiber Inc
WYFI
$879M
– –
-3,500
Closed -$55.3K
GME.WS
3425
CALL
GameStop Corp Warrants
GME.WS
– –
-12,125
Closed -$36.5K
134 135 136
137
138

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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.