Zurcher Kantonalbank (Zurich Cantonalbank)

Diversified mechanical Mechanical CIK 1368163
League rank
#49
in Diversified mechanical · #1563 overall
Long book
$45.93B
Q1 2026
Positions
2489
Top-10 weight
33%
concentration
Last quarter
+15.1%
SPY +14.8%
Turnover
7%
of book per quarter

Strategy in plain words

auto-generated from filings

Zurcher Kantonalbank (Zurich Cantonalbank) is a mechanically diversified allocator, running a $45.93B US long book across 2489 positions.

The portfolio is moderately concentrated (top 10 ≈ 33% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, UBS GROUP AG-REG, MICROSOFT CORP, 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 6 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
+3.5%
Q2 2024
+5.9%
Q3 2024
+1.0%
Q4 2024
-4.2%
Q1 2025
+11.0%
Q2 2025
+8.3%
Q3 2025
+3.2%
Q4 2025
-4.4%
Q1 2026
+15.1%

Sector allocation

Technology
37%
Financials
15%
Industrials
12%
Healthcare
10%
Consumer discretionary
8%
Services media
5%
Other
4%
Energy
3%

Long book by quarter

$28.52B
Q1 2024
$30.72B
Q2 2024
$33.58B
Q3 2024
$35.07B
Q4 2024
$34.76B
Q1 2025
$40.83B
Q2 2025
$43.48B
Q3 2025
$46.29B
Q4 2025
$45.93B
Q1 2026

What does Zurcher Kantonalbank own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology16.7M$2.92B6.4%+1.5%
AAPL APPLE INCTechnology9.3M$2.37B5.2%+5.1%
UBS UBS GROUP AG-REGFinancials56.7M$2.17B4.7%+14.4%
MSFT MICROSOFT CORPTechnology5.4M$1.99B4.3%+10.9%
GOOGL ALPHABET INC-CL ATechnology4.2M$1.22B2.7%+2.7%
AMZN AMAZON.COM INCConsumer discretionary5.8M$1.22B2.6%+0.7%
AVGO BROADCOM INCTechnology3.1M$970.6M2.1%+1.8%
GOOG ALPHABET INC-CL CTechnology2.9M$840.2M1.8%+1.7%
META META PLATFORMS INC-CLASS ATechnology1.4M$778.9M1.7%+2.4%
TSLA TESLA INCIndustrials2.1M$764.8M1.7%-7.1%
ALC ALCON INCHealthcare8.0M$591.7M1.3%+3.7%
LLY ELI LILLY & COHealthcare638.3K$587.1M1.3%+3.8%
AMRZ AMRIZE LTDIndustrials10.7M$578.8M1.3%+10.4%
JPM JPMORGAN CHASE & COFinancials1.8M$537.2M1.2%-11.5%
WMT WALMART INCConsumer discretionary3.4M$416.6M0.9%+0.5%
AZN ASTRAZENECA PLCHealthcare2.0M$386.0M0.8%New
JNJ JOHNSON & JOHNSONHealthcare1.6M$381.3M0.8%+0.9%
V VISA INC-CLASS A SHARESServices media1.3M$377.9M0.8%+4.3%
XOM EXXON MOBIL CORPEnergy1.9M$319.4M0.7%-1.3%
MA MASTERCARD INC - AServices media636.5K$318.0M0.7%+0.3%
MU MICRON TECHNOLOGY INCTechnology833.7K$281.7M0.6%+8.3%
COST COSTCO WHOLESALE CORPConsumer discretionary238.1K$237.3M0.5%+9.9%
LIN LINDE PLCMaterials470.3K$233.1M0.5%+11.2%
GILD GILEAD SCIENCES INCHealthcare1.6M$226.4M0.5%+0.7%
LTEC LOGITECH INTERNATIONAL-REG2.4M$216.2M0.5%-14.3%
CVX CHEVRON CORPEnergy1.0M$211.6M0.5%+3.2%
KO COCA-COLA CO/THEConsumer staples2.5M$190.1M0.4%+18.7%
GEV GE VERNOVA INCIndustrials216.2K$188.7M0.4%+43.2%
CAT CATERPILLAR INCIndustrials258.0K$182.8M0.4%-0.6%
VRT VERTIV HOLDINGS CO-ATechnology724.0K$181.4M0.4%-11.1%
ADBE ADOBE INCTechnology721.6K$175.4M0.4%+22.5%
CM CAN IMPERIAL BK OF COMMERCEFinancials1.9M$175.4M0.4%+4.2%
TTE TOTALENERGIES SEEnergy1.9M$174.7M0.4%+16.6%
TMO THERMO FISHER SCIENTIFIC INCOther353.4K$173.7M0.4%-2.8%
BNY BANK OF NEW YORK MELLON CORPFinancials1.5M$173.1M0.4%-2.5%
APH AMPHENOL CORP-CL ATechnology1.4M$171.1M0.4%+3.7%
PG PROCTER & GAMBLE CO/THEOther1.2M$171.1M0.4%+5.8%
GE GENERAL ELECTRICIndustrials595.9K$169.1M0.4%-0.6%
VRTX VERTEX PHARMACEUTICALS INCHealthcare377.0K$168.4M0.4%+6.7%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials348.6K$167.0M0.4%+1.9%
PWR QUANTA SERVICES INCIndustrials299.3K$164.3M0.4%+2.0%
ANET ARISTA NETWORKS INCTechnology1.3M$164.2M0.4%-1.8%
ETN EATON CORP PLCIndustrials456.0K$163.1M0.4%-4.9%
KLAC KLA CORPOther108.8K$160.2M0.3%+20.3%
FIX COMFORT SYSTEMS USA INCIndustrials114.2K$157.5M0.3%-20.4%
BAC BANK OF AMERICA CORPFinancials3.1M$152.5M0.3%-31.8%
CSCO CISCO SYSTEMS INCTechnology2.0M$151.5M0.3%-0.8%
AMD ADVANCED MICRO DEVICESTechnology742.5K$151.0M0.3%+5.3%
VZ VERIZON COMMUNICATIONS INCCommunications3.0M$150.0M0.3%+3.6%
GS GOLDMAN SACHS GROUP INCFinancials172.0K$145.5M0.3%+1.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20262557$45.96B canonicalSEC ↗
Q4 202513F-HRJan 27, 20262545$46.34B canonicalSEC ↗
Q3 202513F-HRNov 14, 20252553$43.54B canonicalSEC ↗
Q2 202513F-HRAug 7, 20252571$40.91B canonicalSEC ↗
Q1 202513F-HRMay 7, 20252630$34.83B canonicalSEC ↗
Q4 202413F-HRFeb 7, 20252699$35.10B canonicalSEC ↗
Q3 202413F-HR/ARESTATEMENTNov 14, 20242701$33.60B canonicalSEC ↗
Q3 202413F-HRNov 8, 20242701$33.60B SEC ↗
Q2 202413F-HRJul 29, 20242688$30.75B canonicalSEC ↗
Q1 202413F-HRApr 25, 20242753$28.55B canonicalSEC ↗