Zurcher Kantonalbank (Zurich Cantonalbank) quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Zurcher Kantonalbank (Zurich Cantonalbank) opened 65 positions, added to 968, reduced 602, sold out of 66 and left 692 unchanged. The largest increase in value was MU (+$857,240,250); the largest decrease was MSFT (-$293,984,831).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 833,731; Shares 2026-06-30 986,674.
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 742,484; Shares 2026-06-30 1,316,311.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 4,234,363; Shares 2026-06-30 4,331,226.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 5,841,922; Shares 2026-06-30 6,042,876.
Two Form 13F-HR filings compared (SEC CIK 1368163): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 833,731 | 986,674 | +152,943 | $281,667,681 | $1,138,907,931 | +$857,240,250 |
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AMD
ADVANCED MICRO DEVICES INC | United States | COM | 742,484 | 1,316,311 | +573,827 | $151,043,520 | $764,658,223 | +$613,614,703 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 4,234,363 | 4,331,226 | +96,863 | $1,217,633,424 | $1,547,850,236 | +$330,216,812 |
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AMZN
AMAZON COM INC | United States | COM | 5,841,922 | 6,042,876 | +200,954 | $1,216,697,095 | $1,440,259,066 | +$223,561,971 |
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LLY
ELI LILLY & CO | United States | COM | 638,306 | 661,071 | +22,765 | $587,094,710 | $792,908,390 | +$205,813,680 |
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MS
MORGAN STANLEY | United States | COM NEW | 591,649 | 1,328,385 | +736,736 | $97,367,676 | $277,685,600 | +$180,317,924 |
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WDC
WESTERN DIGITAL CORP | United States | COM | 97,488 | 246,285 | +148,797 | $26,369,529 | $157,307,155 | +$130,937,626 |
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BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 348,557 | 589,802 | +241,245 | $167,028,514 | $295,131,023 | +$128,102,509 |
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GLW
CORNING INC | United States | COM | 208,402 | 572,281 | +363,879 | $28,336,420 | $146,177,736 | +$117,841,316 |
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CVS
CVS HEALTH CORP | United States | COM | 1,438,394 | 1,984,475 | +546,081 | $103,305,457 | $205,293,939 | +$101,988,482 |
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SNDK
SANDISK CORP | United States | COM | 36,388 | 54,202 | +17,814 | $23,118,752 | $123,240,713 | +$100,121,961 |
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ABBV
ABBVIE INC | United States | COM | 660,576 | 945,063 | +284,487 | $143,668,674 | $237,815,653 | +$94,146,979 |
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HD
HOME DEPOT INC | United States | COM | 269,609 | 511,722 | +242,113 | $88,671,704 | $180,474,115 | +$91,802,411 |
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WELL
WELLTOWER INC | United States | COM | 1,125,102 | 1,345,712 | +220,610 | $222,443,916 | $305,436,253 | +$82,992,337 |
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V
VISA INC | United States | COM CL A | 1,250,312 | 1,336,266 | +85,954 | $377,894,299 | $458,459,502 | +$80,565,203 |
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BTSG
BRIGHTSPRING HEALTH SVCS INC | United States | COM | 46,637 | 1,104,701 | +1,058,064 | $1,987,203 | $77,041,848 | +$75,054,645 |
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GEV
GE VERNOVA INC | United States | COM | 216,173 | 221,672 | +5,499 | $188,697,412 | $260,433,566 | +$71,736,154 |
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CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 43,519 | 276,813 | +233,294 | $4,085,129 | $75,279,295 | +$71,194,166 |
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MRVL
MARVELL TECHNOLOGY INC | United States | COM | 338,017 | 349,077 | +11,060 | $33,480,584 | $103,986,548 | +$70,505,964 |
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MA
MASTERCARD INCORPORATED | United States | CL A | 636,462 | 751,833 | +115,371 | $318,014,603 | $386,141,429 | +$68,126,826 |
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MRK
MERCK & CO INC | United States | COM | 1,024,300 | 1,482,295 | +457,995 | $123,213,047 | $190,474,908 | +$67,261,861 |
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IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 351,413 | 539,161 | +187,748 | $85,178,997 | $151,617,465 | +$66,438,468 |
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DELL
DELL TECHNOLOGIES INC | United States | CL C | 95,182 | 174,337 | +79,155 | $15,622,222 | $75,219,442 | +$59,597,220 |
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COHR
COHERENT CORP | United States | COM | 44,424 | 177,780 | +133,356 | $10,582,241 | $70,128,877 | +$59,546,636 |
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TJX
TJX COS INC NEW | United States | COM | 615,666 | 1,037,947 | +422,281 | $98,321,860 | $157,248,971 | +$58,927,111 |
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GRMN
GARMIN LTD | | SHS | 114,162 | 356,437 | +242,275 | $26,486,726 | $84,668,045 | +$58,181,319 |
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HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 333,018 | 1,318,581 | +985,563 | $7,929,159 | $59,481,189 | +$51,552,030 |
|---|
BNY
BANK OF NY MELLON CORP | United States | COM | 1,458,947 | 1,547,788 | +88,841 | $173,074,883 | $223,825,623 | +$50,750,740 |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 289,057 | 341,282 | +52,225 | $120,461,614 | $167,624,067 | +$47,162,453 |
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GS
GOLDMAN SACHS GROUP INC | United States | COM | 171,982 | 188,563 | +16,581 | $145,495,052 | $190,706,961 | +$45,211,909 |
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HPQ
HP INC | United States | COM | 290,987 | 2,299,851 | +2,008,864 | $5,589,860 | $50,458,731 | +$44,868,871 |
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LITE
LUMENTUM HLDGS INC | United States | COM | 18,669 | 66,241 | +47,572 | $13,119,826 | $56,838,752 | +$43,718,926 |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 60,557 | 68,769 | +8,212 | $23,723,810 | $66,362,085 | +$42,638,275 |
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UNH
UNITEDHEALTH GROUP INC | United States | COM | 276,466 | 281,381 | +4,915 | $74,808,935 | $116,950,385 | +$42,141,450 |
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ORCL
ORACLE CORP | United States | COM | 908,982 | 1,199,689 | +290,707 | $133,720,342 | $175,814,423 | +$42,094,081 |
|---|
RY
ROYAL BK CDA | | COM | 633,974 | 684,623 | +50,649 | $102,159,252 | $141,716,354 | +$39,557,102 |
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C
CITIGROUP INC | United States | COM NEW | 1,196,353 | 1,245,521 | +49,168 | $135,678,394 | $174,323,119 | +$38,644,725 |
|---|
AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 195,300 | 487,569 | +292,269 | $26,578,377 | $64,154,329 | +$37,575,952 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 342,113 | 416,077 | +73,964 | $103,482,340 | $140,738,045 | +$37,255,705 |
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BE
BLOOM ENERGY CORP | United States | COM CL A | 208,410 | 209,074 | +664 | $28,237,471 | $63,286,700 | +$35,049,229 |
|---|
JAZZ
JAZZ PHARMACEUTICALS PLC | | SHS USD | 365,451 | 431,148 | +65,697 | $69,088,512 | $103,893,734 | +$34,805,222 |
|---|
KLAC
KLA CORP | United States | COM NEW | 108,821 | 416,292 | +307,471 | $160,229,129 | $125,599,459 | -$34,629,670 |
|---|
BMO
BANK MONTREAL MEDIUM | | COM | 309,417 | 430,916 | +121,499 | $41,775,975 | $76,135,831 | +$34,359,856 |
|---|
T
AT&T INC | United States | COM | 4,328,844 | 4,624,442 | +295,598 | $125,493,188 | $95,725,949 | -$29,767,239 |
|---|
ABNB
AIRBNB INC | United States | COM CL A | 252,369 | 428,767 | +176,398 | $31,869,157 | $61,356,558 | +$29,487,401 |
|---|
CARR
CARRIER GLOBAL CORPORATION | United States | COM | 512,741 | 784,924 | +272,183 | $28,872,446 | $57,574,175 | +$28,701,729 |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 259,152 | 536,468 | +277,316 | $22,087,525 | $49,183,386 | +$27,095,861 |
|---|
TD
TORONTO DOMINION BK ONT | | COM NEW | 766,560 | 807,758 | +41,198 | $71,363,738 | $98,177,823 | +$26,814,085 |
|---|
HUM
HUMANA INC | United States | COM | 90,227 | 106,214 | +15,987 | $15,644,460 | $42,190,325 | +$26,545,865 |
|---|
NTRS
NORTHERN TR CORP | United States | COM | 130,553 | 256,503 | +125,950 | $18,221,282 | $44,590,482 | +$26,369,200 |
|---|
NOW
SERVICENOW INC | United States | COM | 862,660 | 1,172,899 | +310,239 | $90,191,104 | $116,445,413 | +$26,254,309 |
|---|
LOGI
LOGITECH INTL S A | United States | SHS | 2,400,444 | 2,575,571 | +175,127 | $216,161,357 | $241,831,949 | +$25,670,592 |
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LIN
LINDE PLC | United Kingdom | SHS | 470,287 | 496,431 | +26,144 | $233,149,483 | $257,617,903 | +$24,468,420 |
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ELV
ELEVANCE HEALTH INC FORMERLY | United States | COM | 162,031 | 184,551 | +22,520 | $47,434,575 | $71,371,408 | +$23,936,833 |
|---|
XYZ
BLOCK INC | United States | CL A | 383,939 | 606,766 | +222,827 | $23,105,449 | $46,114,216 | +$23,008,767 |
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ADBE
ADOBE INC | United States | COM | 721,621 | 745,361 | +23,740 | $175,411,633 | $152,813,912 | -$22,597,721 |
|---|
CNC
CENTENE CORP DEL | United States | COM | 478,423 | 584,114 | +105,691 | $15,663,569 | $37,494,278 | +$21,830,709 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 780,612 | 793,825 | +13,213 | $114,187,924 | $92,615,563 | -$21,572,361 |
|---|
SLF
SUN LIFE FINANCIAL INC. | | COM | 150,631 | 388,702 | +238,071 | $9,406,697 | $30,507,113 | +$21,100,416 |
|---|
BIIB
BIOGEN INC | United States | COM | 522,155 | 540,001 | +17,846 | $95,726,676 | $116,672,616 | +$20,945,940 |
|---|
VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 377,013 | 380,762 | +3,749 | $168,351,385 | $189,135,908 | +$20,784,523 |
|---|
TER
TERADYNE INC | United States | COM | 49,624 | 72,883 | +23,259 | $14,711,531 | $35,263,711 | +$20,552,180 |
|---|
PHM
PULTE GROUP INC | United States | COM | 559,396 | 627,404 | +68,008 | $65,790,564 | $86,086,103 | +$20,295,539 |
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NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 103,952 | 108,085 | +4,133 | $10,786,060 | $29,849,834 | +$19,063,774 |
|---|
KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 41,857 | 86,100 | +44,243 | $11,819,161 | $30,141,027 | +$18,321,866 |
|---|
COP
CONOCOPHILLIPS | United States | COM | 654,248 | 662,048 | +7,800 | $86,360,736 | $68,826,510 | -$17,534,226 |
|---|
FANG
DIAMONDBACK ENERGY INC | United States | COM | 71,970 | 179,199 | +107,229 | $14,234,946 | $31,499,600 | +$17,264,654 |
|---|
IEX
IDEX CORP | United States | COM | 129,118 | 182,465 | +53,347 | $24,474,317 | $41,410,432 | +$16,936,115 |
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XOMXXXX
EXXON MOBIL CORP | | COM | 1,882,658 | 2,458,854 | +576,196 | $319,411,756 | $336,174,519 | +$16,762,763 |
|---|
MAR
MARRIOTT INTL INC NEW | United States | CL A | 56,568 | 94,947 | +38,379 | $18,501,696 | $35,186,409 | +$16,684,713 |
|---|
BNS
BANK NOVA SCOTIA B C | | COM | 622,902 | 681,227 | +58,325 | $43,059,346 | $59,189,322 | +$16,129,976 |
|---|
TRV
TRAVELERS COMPANIES INC | United States | COM | 200,780 | 225,258 | +24,478 | $58,563,510 | $74,362,171 | +$15,798,661 |
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TOST
TOAST INC | United States | CL A | 524,994 | 1,065,125 | +540,131 | $13,917,591 | $29,631,778 | +$15,714,187 |
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CMCSA
COMCAST CORP NEW | United States | CL A | 927,803 | 1,712,578 | +784,775 | $26,637,224 | $42,043,790 | +$15,406,566 |
|---|
VLO
VALERO ENERGY CORP | United States | COM | 251,959 | 295,300 | +43,341 | $62,254,030 | $76,907,932 | +$14,653,902 |
|---|
CW
CURTISS WRIGHT CORP | United States | COM | 19,492 | 36,660 | +17,168 | $13,276,391 | $27,779,482 | +$14,503,091 |
|---|
CME
CME GROUP INC | United States | COM | 194,609 | 195,522 | +913 | $57,477,768 | $43,177,123 | -$14,300,645 |
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SNOW
SNOWFLAKE INC | United States | COM SHS | 118,294 | 125,991 | +7,697 | $17,841,101 | $32,064,710 | +$14,223,609 |
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OTIS
OTIS WORLDWIDE CORP | United States | COM | 169,218 | 379,671 | +210,453 | $13,043,323 | $27,184,444 | +$14,141,121 |
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TROW
PRICE T ROWE GROUP INC | United States | COM | 219,097 | 292,049 | +72,952 | $19,749,404 | $33,203,051 | +$13,453,647 |
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PFG
PRINCIPAL FINANCIAL GROUP IN | United States | COM | 263,516 | 343,281 | +79,765 | $23,745,427 | $36,998,826 | +$13,253,399 |
|---|
FTI
TECHNIPFMC PLC | United Kingdom | COM | 152,814 | 352,910 | +200,096 | $10,451,671 | $23,458,443 | +$13,006,772 |
|---|
KIM
KIMCO REALTY CORP | United States | COM | 673,035 | 1,090,601 | +417,566 | $15,123,096 | $27,646,735 | +$12,523,639 |
|---|
EQIX
EQUINIX INC | United States | COM | 91,721 | 98,237 | +6,516 | $89,908,593 | $102,401,266 | +$12,492,673 |
|---|
CFG
CITIZENS FINL GROUP INC | United States | COM | 381,326 | 503,280 | +121,954 | $22,868,120 | $35,264,830 | +$12,396,710 |
|---|
COF
CAPITAL ONE FINL CORP | United States | COM | 428,941 | 451,670 | +22,729 | $78,251,707 | $90,614,035 | +$12,362,328 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 597,272 | 640,758 | +43,486 | $53,509,598 | $65,479,060 | +$11,969,462 |
|---|
APP
APPLOVIN CORP | United States | COM CL A | 65,038 | 73,371 | +8,333 | $25,885,124 | $37,802,940 | +$11,917,816 |
|---|
TYL
TYLER TECHNOLOGIES INC | United States | COM | 52,155 | 101,741 | +49,586 | $17,856,829 | $29,755,173 | +$11,898,344 |
|---|
FCX
FREEPORT MCMORAN INC | United States | CL B | 435,426 | 594,304 | +158,878 | $25,594,340 | $37,375,779 | +$11,781,439 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 190,720 | 191,825 | +1,105 | $87,920,013 | $76,284,966 | -$11,635,047 |
|---|
AME
AMETEK INC | United States | COM | 193,530 | 219,093 | +25,563 | $41,485,091 | $53,007,360 | +$11,522,269 |
|---|
WAT
WATERS CORP | United States | COM | 66,526 | 83,368 | +16,842 | $19,811,443 | $31,266,335 | +$11,454,892 |
|---|
NBIX
NEUROCRINE BIOSCIENCES INC | United States | COM | 94,379 | 140,854 | +46,475 | $12,433,489 | $23,738,829 | +$11,305,340 |
|---|
DB
DEUTSCHE BK AG | | NAMEN AKT | 1,643,803 | 1,738,118 | +94,315 | $47,567,645 | $58,870,511 | +$11,302,866 |
|---|
VEEV
VEEVA SYS INC | United States | CL A COM | 142,681 | 204,827 | +62,146 | $25,063,344 | $36,350,648 | +$11,287,304 |
|---|
AMG
AFFILIATED MANAGERS GROUP | United States | COM | 9,944 | 41,269 | +31,325 | $2,751,505 | $13,965,430 | +$11,213,925 |
|---|
VLTO
VERALTO CORP | United States | COM SHS | 208,932 | 332,232 | +123,300 | $18,473,767 | $29,462,334 | +$10,988,567 |
|---|
CHD
CHURCH & DWIGHT CO INC | United States | COM | 71,649 | 179,313 | +107,664 | $6,686,285 | $17,371,843 | +$10,685,558 |
|---|
CDE
COEUR MNG INC | United States | COM NEW | 283,649 | 973,357 | +689,708 | $5,324,092 | $15,885,186 | +$10,561,094 |
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