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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
SRE icon
176
Sempra
SRE
$55.8B
$47.1M 0.09%
507,583
+57,791
+13% +$5.37M
CEG icon
177
Constellation Energy
CEG
$99B
$46.7M 0.09%
188,179
+15,593
+9% +$4.39M
BA icon
178
Boeing
BA
$168B
$46.4M 0.09%
214,141
-2,630
-1% -$585K
XYZ
179
Block Inc
XYZ
$49.9B
$46.1M 0.09%
606,766
+222,827
+58% +$15.7M
ED icon
180
Consolidated Edison
ED
$40B
$45.8M 0.09%
414,144
+45,608
+12% +$4.96M
RCL icon
181
Royal Caribbean
RCL
$77.6B
$44.8M 0.09%
141,199
-113
-0.1% -$31.6K
NTRS icon
182
Northern Trust
NTRS
$34.3B
$44.6M 0.09%
256,503
+125,950
+96% +$20.7M
WM icon
183
Waste Management
WM
$88.4B
$44.3M 0.08%
198,706
-43,878
-18% -$9.76M
CSX icon
184
CSX Corp
CSX
$95.9B
$44.2M 0.08%
930,681
-329
-0% -$14.9K
ORA icon
185
Ormat Technologies
ORA
$6.36B
$43.4M 0.08%
398,714
-50,783
-11% -$6.29M
EHC icon
186
Encompass Health
EHC
$11.9B
$43.3M 0.08%
428,140
-26,523
-6% -$2.75M
CME icon
187
CME Group
CME
$101B
$43.2M 0.08%
195,522
+913
+0.5% +$253K
MPC icon
188
Marathon Petroleum
MPC
$102B
$43M 0.08%
168,061
+1,551
+0.9% +$381K
DUK icon
189
Duke Energy
DUK
$95B
$42.8M 0.08%
338,094
-83,959
-20% -$10.6M
SLB icon
190
SLB Ltd
SLB
$79.5B
$42.5M 0.08%
914,917
-64,829
-7% -$3.47M
SCHW
191
Charles Schwab
SCHW
$189B
$42.3M 0.08%
458,006
-548,474
-54% -$50M
BN icon
192
Brookfield
BN
$93B
$42.2M 0.08%
990,278
+21,747
+2% +$972K
HUM icon
193
Humana
HUM
$47B
$42.2M 0.08%
106,214
+15,987
+18% +$4.55M
EW icon
194
Edwards Lifesciences
EW
$52.3B
$42.1M 0.08%
465,371
-32,178
-6% -$2.7M
CMCSA icon
195
Comcast
CMCSA
$96.5B
$42M 0.08%
1,712,578
+784,775
+85% +$20.3M
WMB icon
196
Williams Companies
WMB
$91B
$41.8M 0.08%
562,799
-115,212
-17% -$8.48M
USB icon
197
US Bancorp
USB
$97.8B
$41.8M 0.08%
691,605
+12,424
+2% +$696K
JCI icon
198
Johnson Controls International
JCI
$87.4B
$41.5M 0.08%
284,101
-5,284
-2% -$746K
IEX icon
199
IDEX
IEX
$17.3B
$41.4M 0.08%
182,465
+53,347
+41% +$11.3M
MNST icon
200
Monster Beverage
MNST
$93.7B
$41.3M 0.08%
858,350
-439,688
-34% -$18.5M
6 7
8
9 10

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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.