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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+25.92%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
AUM
$52.2B
AUM Growth
+$6.23B
Cap. Flow
-$738M
Cap. Flow %
-1.41%
Top 10 Hldgs %
33.24%
Holding
2,615
New
60
Increased
1,027
Reduced
660
Closed
66

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$235M
2
MS icon
Morgan Stanley
MS
+$146M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$116M
4
MU icon
Micron Technology
MU
+$115M
5
XOM icon
ExxonMobil
XOM
+$86.2M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$335M
2
INTC icon
Intel
INTC
+$166M
3
NVDA icon
NVIDIA
NVDA
+$143M
4
JPM icon
JPMorgan Chase
JPM
+$141M
5
KLAC icon
KLA
KLAC
+$133M

Sector Composition

Rank Sector Weight
1 Technology 33.28%
2 Financials 16.42%
3 Healthcare 10.64%
4 Industrials 9.13%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CUBE icon
576
CubeSmart
CUBE
$9.01B
$7.29M 0.01%
183,345
-12,217
-6% -$486K
CSL icon
577
Carlisle Companies
CSL
$14.2B
$7.28M 0.01%
20,068
-74
-0.4% -$25.9K
FTAI icon
578
FTAI Aviation
FTAI
$20B
$7.28M 0.01%
26,896
+364
+1% +$91.6K
CNP icon
579
CenterPoint Energy
CNP
$25.8B
$7.27M 0.01%
165,032
-132,144
-44% -$5.66M
GIS icon
580
General Mills
GIS
$22.2B
$7.26M 0.01%
208,652
-54,397
-21% -$1.88M
FR icon
581
First Industrial Realty Trust
FR
$8.21B
$7.25M 0.01%
118,312
+3,380
+3% +$209K
EXE
582
Expand Energy Corp
EXE
$22.7B
$7.21M 0.01%
79,068
-264,935
-77% -$25.2M
LYV icon
583
Live Nation Entertainment
LYV
$42.3B
$7.21M 0.01%
39,357
-1,577
-4% -$259K
JLL icon
584
Jones Lang LaSalle
JLL
$17.4B
$7.18M 0.01%
23,181
+86
+0.4% +$26.7K
ARE icon
585
Alexandria Real Estate Equities
ARE
$8.87B
$7.15M 0.01%
135,277
+14,747
+12% +$706K
PFGC icon
586
Performance Food Group
PFGC
$15.8B
$7.14M 0.01%
63,832
-4,931
-7% -$469K
ATO icon
587
Atmos Energy
ATO
$28.2B
$7.13M 0.01%
41,376
-614
-1% -$110K
CTRE icon
588
CareTrust REIT
CTRE
$9.22B
$7.1M 0.01%
176,056
-7,012
-4% -$275K
BMI icon
589
Badger Meter
BMI
$3.93B
$7.09M 0.01%
47,793
-1,086
-2% -$142K
KEY icon
590
KeyCorp
KEY
$23.4B
$7.09M 0.01%
307,470
-62,413
-17% -$1.36M
CRWV
591
CoreWeave
CRWV
$46.5B
$7.08M 0.01%
71,129
-80,558
-53% -$8.7M
FN icon
592
Fabrinet
FN
$14.8B
$7.06M 0.01%
12,560
-3,452
-22% -$2.22M
ROIV icon
593
Roivant Sciences
ROIV
$25.1B
$6.98M 0.01%
197,122
+37,106
+23% +$1.1M
DT icon
594
Dynatrace
DT
$15.5B
$6.94M 0.01%
157,967
+80,348
+104% +$3.13M
FE icon
595
FirstEnergy
FE
$26.5B
$6.9M 0.01%
145,243
-204,144
-58% -$9.69M
FCEL icon
596
FuelCell Energy
FCEL
$1.42B
$6.86M 0.01%
190,508
+43,927
+30% +$713K
AGI icon
597
Alamos Gold
AGI
$15.4B
$6.86M 0.01%
226,305
-19,010
-8% -$770K
MWA icon
598
Mueller Water Products
MWA
$3.81B
$6.85M 0.01%
265,331
-26,246
-9% -$702K
WST icon
599
West Pharmaceutical
WST
$23.7B
$6.85M 0.01%
19,070
+1,976
+12% +$604K
BCH icon
600
Banco de Chile
BCH
$21B
$6.83M 0.01%
171,894
+8,580
+5% +$327K
22 23
24
25 26

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Zurich Cantonal Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Cantonal Bank held 2,615 positions worth $52.2B, up 14% from $46B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 4.8%. Zurich Cantonal Bank opened 60 new positions and exited 66, leaving the 2,615-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Cantonal Bank's largest Q2 2026 buy was State Street SPDR S&P Global Natural Resources ETF: 431,270 shares worth $28.9M.
  • Zurich Cantonal Bank added most to Advanced Micro Devices in Q2 2026, an estimated $235M increase.
  • Zurich Cantonal Bank's biggest Q2 2026 reduction was Microsoft, cutting an estimated $335M.
  • Zurich Cantonal Bank fully exited Hologic in Q2 2026, selling an estimated $9.61M.
  • Zurich Cantonal Bank's ten largest holdings make up 33% of its $52.2B portfolio in Q2 2026.
  • Zurich Cantonal Bank opened 60 new positions and closed 66 in Q2 2026.
  • Zurich Cantonal Bank's portfolio value rose 14% quarter-over-quarter to $52.2B.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.