Swiss National Bank

Index provider Mechanical CIK 1582202
League rank
#6
in Index provider · #1702 overall
Long book
$173.79B
Q1 2026
Positions
2301
Top-10 weight
34%
concentration
Last quarter
+14.7%
SPY +14.8%
Turnover
5%
of book per quarter

Strategy in plain words

auto-generated from filings

Swiss National Bank is an index provider — its holdings mirror index composition mechanically, running a $173.79B US long book across 2301 positions.

The portfolio is moderately concentrated (top 10 ≈ 34% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.

Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.7%
Q2 2024
+6.0%
Q3 2024
+2.0%
Q4 2024
-4.6%
Q1 2025
+11.0%
Q2 2025
+8.3%
Q3 2025
+2.3%
Q4 2025
-3.7%
Q1 2026
+14.7%

Sector allocation

Technology
41%
Industrials
12%
Consumer discretionary
10%
Healthcare
9%
Financials
6%
Services media
5%
Utilities
4%
Energy
4%

Long book by quarter

$142.69B
Q1 2024
$145.54B
Q2 2024
$153.96B
Q3 2024
$150.33B
Q4 2024
$141.58B
Q1 2025
$166.94B
Q2 2025
$172.35B
Q3 2025
$168.01B
Q4 2025
$173.79B
Q1 2026

What does Swiss National own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology71.3M$12.44B7.2%+7.1%
AAPL APPLE INCTechnology43.1M$10.95B6.3%+6.1%
MSFT MICROSOFT CORPTechnology20.7M$7.67B4.4%+7.1%
AMZN AMAZON.COM INCConsumer discretionary28.2M$5.88B3.4%+7.4%
GOOGL ALPHABET INC-CL ATechnology17.1M$4.91B2.8%+7.1%
GOOG ALPHABET INC-CL CTechnology14.3M$4.10B2.4%+6.6%
AVGO BROADCOM INCTechnology13.2M$4.09B2.4%+7.5%
META META PLATFORMS INC-CLASS ATechnology6.4M$3.66B2.1%+7.5%
TSLA TESLA INCIndustrials8.3M$3.08B1.8%+7.1%
LLY ELI LILLY & COHealthcare2.4M$2.17B1.2%+7.0%
XOM EXXON MOBIL CORPEnergy12.4M$2.10B1.2%+5.9%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials4.0M$1.93B1.1%+6.9%
JNJ JOHNSON & JOHNSONHealthcare7.1M$1.73B1.0%+7.1%
WMT WALMART INCConsumer discretionary12.9M$1.60B0.9%+7.1%
V VISA INC-CLASS A SHARESServices media4.9M$1.50B0.9%+6.3%
COST COSTCO WHOLESALE CORPConsumer discretionary1.3M$1.30B0.7%+7.3%
MA MASTERCARD INC - AServices media2.5M$1.24B0.7%+6.4%
AZN ASTRAZENECA PLCHealthcare6.2M$1.20B0.7%New
NFLX NETFLIX INCServices media12.4M$1.20B0.7%+6.8%
ABBV ABBVIE INCHealthcare5.2M$1.13B0.6%+7.1%
MU MICRON TECHNOLOGY INCTechnology3.3M$1.12B0.6%+7.4%
PG PROCTER & GAMBLE CO/THEOther6.9M$990.5M0.6%+6.9%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology6.7M$980.7M0.6%+7.5%
CAT CATERPILLAR INCIndustrials1.4M$973.0M0.6%+7.0%
AMD ADVANCED MICRO DEVICESTechnology4.8M$972.0M0.6%+7.4%
HD HOME DEPOT INCConsumer discretionary2.9M$960.9M0.6%+7.1%
KO COCA-COLA CO/THEConsumer staples12.0M$912.1M0.5%+7.0%
CSCO CISCO SYSTEMS INCTechnology11.6M$899.7M0.5%+7.0%
GE GENERAL ELECTRICIndustrials3.1M$878.4M0.5%+6.5%
MRK MERCK & CO. INC.Healthcare7.3M$876.2M0.5%+6.4%
AMAT APPLIED MATERIALS INCTechnology2.3M$795.4M0.5%+6.6%
LRCX LAM RESEARCH CORPIndustrials3.7M$787.6M0.5%+6.7%
RTX RTX CORPIndustrials3.9M$759.0M0.4%+7.3%
PM PHILIP MORRIS INTERNATIONALConsumer staples4.6M$755.3M0.4%+7.1%
ORCL ORACLE CORPTechnology5.1M$744.3M0.4%+7.9%
UNH UNITEDHEALTH GROUP INCFinancials2.7M$719.3M0.4%+7.1%
GEV GE VERNOVA INCIndustrials796.2K$695.0M0.4%+6.7%
LIN LINDE PLCMaterials1.4M$679.4M0.4%+6.6%
IBM INTL BUSINESS MACHINES CORPTechnology2.7M$664.9M0.4%+7.5%
MCD MCDONALD'S CORPConsumer discretionary2.1M$649.5M0.4%+6.9%
PEP PEPSICO INCConsumer staples4.0M$623.1M0.4%+7.1%
VZ VERIZON COMMUNICATIONS INCCommunications12.4M$621.2M0.4%+7.1%
T AT&T INCCommunications20.8M$603.2M0.3%+6.2%
INTC INTEL CORPTechnology13.3M$585.3M0.3%+7.1%
KLAC KLA CORPOther385.6K$567.8M0.3%+6.6%
NEE NEXTERA ENERGY INCUtilities6.0M$561.3M0.3%+7.1%
AMGN AMGEN INCHealthcare1.6M$556.0M0.3%+7.1%
TMO THERMO FISHER SCIENTIFIC INCOther1.1M$542.0M0.3%+6.6%
ABT ABBOTT LABORATORIESHealthcare5.1M$523.9M0.3%+7.0%
TJX TJX COMPANIES INCConsumer discretionary3.3M$520.4M0.3%+6.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 7, 20262301$173.79B canonicalSEC ↗
Q4 202513F-HRFeb 12, 20262311$168.01B canonicalSEC ↗
Q3 202513F-HRNov 13, 20252315$172.35B canonicalSEC ↗
Q2 202513F-HRAug 12, 20252332$166.94B canonicalSEC ↗
Q1 202513F-HRMay 12, 20252397$141.58B canonicalSEC ↗
Q4 202413F-HRFeb 10, 20252440$150.33B canonicalSEC ↗
Q3 202413F-HRNov 7, 20242465$153.96B canonicalSEC ↗
Q2 202413F-HRAug 8, 20242458$145.54B canonicalSEC ↗
Q1 202413F-HRMay 7, 20242505$142.69B canonicalSEC ↗