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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 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
101
NextEra Energy
NEE
$159B
$87.5M 0.17%
996,928
+34,479
+4% +$3.12M
LOW icon
102
Lowe's Companies
LOW
$106B
$87.2M 0.17%
395,467
+9,218
+2% +$2.09M
PHM icon
103
Pultegroup
PHM
$22.8B
$86.1M 0.16%
627,404
+68,008
+12% +$8.26M
BMY icon
104
Bristol-Myers Squibb
BMY
$128B
$85.2M 0.16%
1,478,236
-35,081
-2% -$2.01M
HWM icon
105
Howmet Aerospace
HWM
$92.7B
$84.8M 0.16%
315,429
-48,967
-13% -$12.6M
GRMN
106
Garmin
GRMN
$56.7B
$84.7M 0.16%
356,437
+242,275
+212% +$58.9M
COR icon
107
Cencora
COR
$58.6B
$81.6M 0.16%
288,335
-60
-0% -$17.3K
UNP icon
108
Union Pacific
UNP
$163B
$80.7M 0.15%
296,589
-31,930
-10% -$8.38M
PH icon
109
Parker-Hannifin
PH
$123B
$78.4M 0.15%
80,154
-12,252
-13% -$11.2M
PM icon
110
Philip Morris
PM
$297B
$78M 0.15%
431,178
+22,069
+5% +$3.83M
CIEN icon
111
Ciena
CIEN
$50.6B
$77.9M 0.15%
158,882
-13,407
-8% -$6.84M
FLEX icon
112
Flex
FLEX
$42.4B
$77.7M 0.15%
479,716
-348,682
-42% -$42.3M
ABT icon
113
Abbott
ABT
$175B
$77.4M 0.15%
852,919
-7,329
-0.9% -$669K
BTSG icon
114
BrightSpring Health Services
BTSG
$11.2B
$77M 0.15%
1,104,701
+1,058,064
+2,269% +$58.8M
VLO icon
115
Valero Energy
VLO
$111B
$76.9M 0.15%
295,300
+43,341
+17% +$10.7M
ISRG icon
116
Intuitive Surgical
ISRG
$143B
$76.3M 0.15%
191,825
+1,105
+0.6% +$483K
BMO icon
117
Bank of Montreal
BMO
$120B
$76.1M 0.15%
430,916
+121,499
+39% +$19.1M
CRDO icon
118
Credo Technology Group
CRDO
$39.7B
$75.3M 0.14%
276,813
+233,294
+536% +$46.1M
DELL icon
119
Dell
DELL
$358B
$75.2M 0.14%
174,337
+79,155
+83% +$22.9M
O icon
120
Realty Income
O
$52.6B
$74.9M 0.14%
1,209,421
+73,479
+6% +$4.58M
TRV icon
121
Travelers Companies
TRV
$75.7B
$74.4M 0.14%
225,258
+24,478
+12% +$7.42M
RTX icon
122
RTX Corp
RTX
$255B
$74.2M 0.14%
391,026
+19,982
+5% +$3.66M
TEL icon
123
TE Connectivity
TEL
$63.3B
$73.3M 0.14%
363,729
-20,437
-5% -$4.35M
MPWR icon
124
Monolithic Power Systems
MPWR
$67.2B
$73.2M 0.14%
52,981
-11,861
-18% -$17.8M
SHOP icon
125
Shopify
SHOP
$183B
$72.6M 0.14%
635,990
+57,933
+10% +$6.61M
3 4
5
6 7

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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.