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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
ISRG icon
101
Intuitive Surgical
ISRG
$128B
$87.9M 0.19%
+190,720
New +$96.5M
COP icon
102
ConocoPhillips
COP
$141B
$86.4M 0.19%
+654,248
New +$72.4M
IBM icon
103
IBM
IBM
$204B
$85.2M 0.19%
+351,413
New +$95.1M
HWM icon
104
Howmet Aerospace
HWM
$115B
$84M 0.18%
364,396
+48,888
+15% +$11.4M
PH icon
105
Parker-Hannifin
PH
$124B
$82.7M 0.18%
92,406
+7,352
+9% +$6.96M
NXT icon
106
Nextpower Inc
NXT
$15.7B
$82.3M 0.18%
+682,303
New +$75.6M
EWBC icon
107
East-West Bancorp
EWBC
$17.8B
$82.1M 0.18%
+769,449
New +$86.8M
SNPS icon
108
Synopsys
SNPS
$74.5B
$81.8M 0.18%
206,213
+34,903
+20% +$15.8M
TEL icon
109
TE Connectivity
TEL
$60.2B
$80.3M 0.17%
384,166
+33,040
+9% +$7.29M
UNP icon
110
Union Pacific
UNP
$178B
$79.7M 0.17%
328,519
-34,415
-9% -$8.43M
COF icon
111
Capital One
COF
$127B
$78.3M 0.17%
428,941
-5,346
-1% -$1.12M
SHW icon
112
Sherwin-Williams
SHW
$80.7B
$77.2M 0.17%
240,748
+10,450
+5% +$3.6M
UNH icon
113
UnitedHealth
UNH
$379B
$74.8M 0.16%
276,466
-9,260
-3% -$2.76M
CTAS icon
114
Cintas
CTAS
$84.4B
$72M 0.16%
425,703
-2,191
-0.5% -$420K
CMI icon
115
Cummins
CMI
$91.3B
$71.9M 0.16%
+133,658
New +$75.6M
RTX icon
116
RTX Corp
RTX
$294B
$71.6M 0.16%
+371,044
New +$73.8M
TD icon
117
Toronto Dominion Bank
TD
$198B
$71.4M 0.16%
766,560
+40,605
+6% +$3.86M
TSM icon
118
TSMC
TSM
$2.07T
$71.1M 0.15%
210,274
+7,130
+4% +$2.45M
MPWR icon
119
Monolithic Power Systems
MPWR
$65.8B
$70.9M 0.15%
+64,842
New +$70.8M
O icon
120
Realty Income
O
$61.1B
$69.5M 0.15%
+1,135,942
New +$71.1M
JAZZ icon
121
Jazz Pharmaceuticals
JAZZ
$16B
$69.1M 0.15%
365,451
+136,809
+60% +$23.9M
REGN icon
122
Regeneron Pharmaceuticals
REGN
$69.9B
$68.7M 0.15%
88,871
+7,629
+9% +$5.84M
BKNG icon
123
Booking.com
BKNG
$145B
$68.6M 0.15%
407,300
-14,725
-3% -$2.71M
SHOP icon
124
Shopify
SHOP
$165B
$68.6M 0.15%
578,057
+31,805
+6% +$4.18M
PM icon
125
Philip Morris
PM
$305B
$67.6M 0.15%
409,109
+7,902
+2% +$1.37M
3 4
5
6 7

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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.