Zurcher Kantonalbank (Zurich Cantonalbank)

CIK 0001368163 · Q1 2026

13F Equity AUM

$46.0B

-0.8% QoQ

Positions

2,453

-10 QoQ

AUM Rank

#244

Top 2%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,101 · Top 38%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~14 years

Portfolio Concentration

Top 5: 23.2%Top 10: 33.1%Top 20: 42.9%

NVDA6.3%

AAPL5.2%

UBS4.7%

MSFT4.3%

GOOGL2.6%

AMZN2.6%

AVGO2.1%

GOOG1.8%

META1.7%

TSLA1.7%

Others (2443)66.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology29.9%

Financial Services15.7%

Healthcare11.2%

Industrials8.4%

Consumer Cyclical8.3%

Communication Services8.1%

Basic Materials4.1%

Energy4.1%

Other10.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2453Median: 0.00%Avg: 0.04%

0–0.5%

2430(55.4%)

0.5–1%

9(6.4%)

1–3%

10(17.6%)

3–5%

2(9.0%)

5%+

2(11.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 2,442Unique: 11vs 20 funds

33.4%Moderate

2,453

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

45.8%

BlackRock, Inc.

59%

BANK OF AMERICA CORP /DE/

49.5%

STATE STREET CORP

65.4%

GEODE CAPITAL MANAGEMENT, LLC

64.3%

VANGUARD CAPITAL MANAGEMENT LLC

64.7%

JPMORGAN CHASE & CO

45.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

70.5%

FMR LLC

57.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New102Increased1633Decreased460Exited96

New Positions

AZN0.8%

+2.0M

SUNBELT RENTALS HOLD…0.0%

+326K

AMCOR PLC0.0%

+310K

QIAGEN NV0.0%

+240K

PNFP0.0%

+37K

IREN0.0%

+87K

CMPX0.0%

+44K

SLV0.0%

+12K

TYRA0.0%

+8K

OLMA0.0%

+11K

Increased

UBS4.7%

+7.1M(+14%)

AMRZ1.3%

+1.0M(+10%)

F0.1%

+737K(+42%)

MDT0.3%

+617K(+81%)

MSFT4.3%

+528K(+11%)

CTSH0.1%

+467K(+87%)

SNAP0.0%

+453K(+52%)

AAPL5.2%

+450K(+5%)

APTV0.2%

+434K(+41%)

KO0.4%

+395K(+19%)

Decreased

XLF0.0%

-2,412,185(-100%)

BAC0.3%

-1,460,880(-32%)

MKSI 1.25 06/01/300.0%

-1,300,000(-81%)

TME0.0%

-984,305(-87%)

NTNX 0.5 12/15/290.0%

-900,000(-75%)

TTEK 2.25 08/15/280.0%

-800,000(-63%)

UPST 1 11/15/300.0%

-700,000(-54%)

ITRI 1.375 07/15/300.0%

-650,000(-39%)

LYV 2.875 01/15/300.0%

-600,000(-50%)

JD 0.25 06/01/290.0%

-600,000(-34%)

Exited

-1,520,889

-28,529

-406,821

-56,343

-72,389

-96,216

-35,122

QIAGEN NV

-108,933

FYBR

-69,089

DAY

-48,984

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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