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Asset Manager ← All Institutions

Swiss National Bank

BOERSENSTRASSE 15 P.O. BOX 2800, ZURICH, V8 CH-8022 • (41)-44-631-31-11

Q2 2026 · Filed 2026-08-11
Market Value
$190.2B
+10.5%
Holdings
2,331
+10
New Purchases
64
Added To
963
Closed
62
Reduced
1,148
Top 10 Concentration
34.0%
Turnover
5.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MU 1.93% 0.65% +1.28% $3.7B
AMD 1.40% 0.56% +0.84% $2.7B
INTC 0.91% 0.34% +0.57% $1.7B
AMAT 0.85% 0.46% +0.39% $1.6B
LRCX 0.80% 0.46% +0.34% $1.5B
KLAC 0.59% 0.33% +0.26% $1.1B
SNDK 0.35% 0.10% +0.25% $663M
MRVL 0.38% 0.14% +0.23% $716M
GOOGL 3.08% 2.85% +0.23% $5.9B
PANW 0.41% 0.22% +0.19% $780M
WDC 0.33% 0.16% +0.17% $623M
CAT 0.73% 0.57% +0.17% $1.4B
LLY 1.43% 1.26% +0.17% $2.7B
STX 0.31% 0.15% +0.17% $594M
CSCO 0.69% 0.52% +0.17% $1.3B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.90% 4.46% -0.56% $7.4B
NVDA 6.85% 7.23% -0.38% $13.0B
XONA.DE 0.84% 1.22% -0.38% $1.6B
META 1.83% 2.13% -0.29% $3.5B
NFLX 0.45% 0.69% -0.25% $848M
PLTR 0.38% 0.57% -0.19% $717M
WMT 0.74% 0.93% -0.19% $1.4B
COST 0.62% 0.75% -0.14% $1.2B
T 0.21% 0.35% -0.14% $408M
AZN 0.58% 0.70% -0.12% $1.1B
CRM 0.19% 0.30% -0.11% $352M
VZ 0.26% 0.36% -0.10% $499M
INTU 0.11% 0.21% -0.10% $204M
MA 0.62% 0.72% -0.10% $1.2B
JNJ 0.91% 1.00% -0.10% $1.7B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 33.7%
Healthcare 10.9%
Consumer Cyclical 10.6%
Communication Services 10.4%
Industrials 9.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 55 $111.5B 58.6%
Large Cap 681 $69.5B 36.5%
Mid Cap 999 $8.1B 4.3%
Small Cap 584 $1.1B 0.6%
Micro Cap 12 $6M 0.0%

Portfolio Analytics

Avg Market Cap
$35.5B
Median Market Cap
$4.7B
Avg P/E
36.1
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
1.11
# Stocks
2,331
# ETFs / Funds
0

Top Holdings (2,331 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.85% 65,110,300 $13.0B $200.09 $591M -6,204,500 -8.7%
2 AAPL 6.30% 41,407,648 $12.0B $289.36 $1.0B -1,727,320 -4.0%
3 MSFT 3.90% 19,896,530 $7.4B $373.02 -$249M -825,160 -4.0%
4 AMZN 3.42% 27,298,700 $6.5B $238.34 $626M -937,300 -3.3%
5 GOOGL 3.08% 16,420,760 $5.9B $357.37 $957M -659,040 -3.9%
6 AVGO 2.52% 12,686,290 $4.8B $377.75 $701M -532,520 -4.0%
7 GOOG 2.42% 13,037,040 $4.6B $353.33 $510M -1,244,360 -8.7%
8 MU 1.93% 3,180,740 $3.7B $1,154.29 $2.6B -122,360 -3.7%
9 META 1.83% 6,193,880 $3.5B $563.29 -$168M -198,720 -3.1%
10 TSLA 1.76% 7,937,695 $3.3B $420.60 $254M -358,720 -4.3%
11 LLY 1.43% 2,265,150 $2.7B $1,199.43 $548M -93,160 -4.0%
12 AMD 1.40% 4,598,475 $2.7B $580.91 $1.7B -179,600 -3.8%
13 BRK-B 1.03% 3,922,485 $2.0B $500.39 $28M -114,360 -2.8%
14 INTC 0.91% 12,391,400 $1.7B $139.63 $1.1B -871,900 -6.6%
15 JNJ 0.91% 6,793,407 $1.7B $253.97 -$3M -277,300 -3.9%
16 V 0.86% 4,741,440 $1.6B $343.09 $131M -205,920 -4.2%
17 AMAT 0.85% 2,238,380 $1.6B $723.00 $823M -88,720 -3.8%
18 XONA.DE 0.84% 11,723,318 $1.6B $136.72 -$497M -653,100 -5.3%
19 LRCX 0.80% 3,522,000 $1.5B $433.33 $739M -164,200 -4.5%
20 WMT 0.74% 12,367,300 $1.4B $113.26 -$198M -497,500 -3.9%
21 CAT 0.73% 1,312,380 $1.4B $1,064.90 $425M -61,040 -4.4%
22 CSCO 0.69% 11,140,500 $1.3B $117.46 $409M -455,000 -3.9%
23 ABBV 0.66% 4,988,710 $1.3B $251.64 $127M -198,100 -3.8%
24 MA 0.62% 2,309,500 $1.2B $513.60 -$55M -175,360 -7.1%
25 COST 0.62% 1,251,300 $1.2B $935.47 -$127M -51,360 -3.9%
26 KLAC 0.59% 3,696,900 $1.1B $301.71 $548M +3,311,300 +858.7%
27 AZN 0.58% 5,934,315 $1.1B $186.43 -$96M -240,351 -3.9%
28 GE 0.58% 2,946,942 $1.1B $373.73 $223M -148,680 -4.8%
29 UNH 0.56% 2,560,041 $1.1B $415.63 $345M -98,400 -3.7%
30 HD 0.52% 2,809,200 $991M $352.68 $30M -112,400 -3.9%
31 PG 0.51% 6,554,590 $961M $146.64 -$29M -303,200 -4.4%
32 MRK 0.47% 6,973,251 $896M $128.50 $20M -310,900 -4.3%
33 GEV 0.47% 760,245 $893M $1,174.86 $198M -36,000 -4.5%
34 KO 0.47% 10,925,700 $888M $81.27 -$24M -1,067,400 -8.9%
35 NFLX 0.45% 11,876,340 $848M $71.40 -$348M -559,200 -4.5%
36 PM 0.42% 4,395,900 $795M $180.91 $40M -172,500 -3.8%
37 PANW 0.41% 2,287,315 $780M $341.02 $400M -84,300 -3.5%
38 TXN 0.40% 2,567,900 $765M $298.07 $248M -98,700 -3.7%
39 IBM 0.39% 2,645,760 $744M $281.21 $79M -97,500 -3.5%
40 RTX 0.38% 3,796,181 $720M $189.73 -$39M -138,700 -3.5%
41 PLTR 0.38% 6,142,500 $717M $116.67 -$264M -561,500 -8.4%
42 MRVL 0.38% 2,404,703 $716M $297.89 $470M -84,300 -3.4%
43 ORCL 0.37% 4,866,980 $713M $146.55 -$31M -192,200 -3.8%
44 LIN 0.36% 1,306,961 $678M $518.94 -$1M -63,400 -4.6%
45 SNDK 0.35% 291,462 $663M $2,273.73 $486M +14,060 +5.1%
46 WDC 0.33% 975,987 $623M $638.72 $352M -27,320 -2.7%
47 APH 0.32% 3,467,500 $611M $176.32 $158M -124,800 -3.5%
48 STX 0.31% 616,040 $594M $965.00 $344M -23,360 -3.6%
49 GLW 0.30% 2,240,900 $572M $255.43 $247M -149,500 -6.2%
50 QCOM 0.29% 3,009,400 $556M $184.79 $154M -110,300 -3.5%
51 AMGN 0.29% 1,520,393 $551M $362.12 -$5M -59,960 -3.8%
52 ADI 0.29% 1,376,955 $547M $397.17 $90M -60,120 -4.2%
53 MCD 0.28% 2,003,620 $542M $270.31 -$108M -86,360 -4.1%
54 CRWD 0.28% 696,300 $531M $763.14 $243M -43,560 -5.9%
55 TMO 0.28% 1,048,120 $525M $501.36 -$16M -54,520 -4.9%
56 PEP 0.27% 3,854,800 $522M $135.40 -$101M -158,000 -3.9%
57 NEE 0.27% 5,881,600 $516M $87.77 -$45M -161,900 -2.7%
58 ANET 0.27% 3,012,400 $512M $169.88 $126M -128,900 -4.1%
59 AXP 0.27% 1,499,019 $507M $338.25 $18M -118,280 -7.3%
60 VZ 0.26% 11,789,498 $499M $42.34 -$122M -584,700 -4.7%
61 DIS 0.25% 4,996,525 $481M $96.25 -$24M -242,800 -4.6%
62 TJX 0.25% 3,121,700 $473M $151.50 -$48M -137,200 -4.2%
63 ETN 0.25% 1,094,320 $466M $426.12 $59M -45,520 -4.0%
64 BA 0.24% 2,105,477 $456M $216.47 -$2M -192,600 -8.4%
65 UNP 0.24% 1,674,600 $455M $272.00 $33M -66,200 -3.8%
66 SHOP 0.24% 3,962,700 $452M $114.07 -$36M -152,600 -3.7%
67 WELL 0.24% 1,987,000 $451M $226.97 $53M -27,200 -1.4%
68 ABT 0.23% 4,912,380 $446M $90.74 -$78M -190,800 -3.7%
69 GILD 0.23% 3,500,700 $442M $126.34 -$65M -140,300 -3.9%
70 DE 0.23% 685,640 $435M $634.33 $10M -68,400 -9.1%
71 T 0.21% 19,692,784 $408M $20.70 -$196M -1,113,000 -5.3%
72 ISRG 0.21% 1,001,760 $398M $397.68 -$81M -38,560 -3.7%
73 BKNG 0.21% 2,208,960 $394M $178.24 -$5M +2,114,356 +2234.9%
74 PFE 0.20% 16,043,812 $386M $24.08 -$82M -642,400 -3.9%
75 ENB 0.20% 7,051,631 $381M $54.07 -$16M -290,800 -4.0%
76 CVS 0.20% 3,588,160 $371M $103.45 $104M -137,300 -3.7%
77 DELL 0.19% 849,708 $367M $431.46 $214M -81,300 -8.7%
78 UBER 0.19% 5,026,700 $363M $72.16 -$54M -766,300 -13.2%
79 PGR 0.19% 1,649,900 $360M $218.45 $19M -70,500 -4.1%
80 COP 0.19% 3,447,470 $358M $103.96 -$120M -179,000 -4.9%
81 VRTX 0.19% 717,440 $356M $496.73 $24M -27,160 -3.6%
82 PLD 0.19% 2,629,308 $356M $135.47 -$4M -96,700 -3.5%
83 CRM 0.19% 2,249,477 $352M $156.66 -$161M -500,300 -18.2%
84 LOW 0.18% 1,579,720 $348M $220.49 -$41M -66,600 -4.0%
85 PH 0.18% 355,980 $348M $978.12 $17M -14,320 -3.9%
86 VRT 0.18% 1,025,140 $343M $334.82 $76M -40,760 -3.8%
87 DHR 0.18% 1,796,508 $342M $190.48 -$12M -69,200 -3.7%
88 MO 0.18% 4,713,900 $339M $71.95 $14M -212,600 -4.3%
89 COF 0.18% 1,687,316 $339M $200.62 -$2M -178,400 -9.6%
90 CB 0.18% 986,151 $336M $340.74 -$22M -111,080 -10.1%
91 APP 0.18% 647,550 $334M $515.23 $64M -29,480 -4.3%
92 BMY 0.17% 5,758,800 $332M $57.62 -$31M -215,600 -3.6%
93 SBUX 0.17% 3,213,400 $328M $102.19 $29M -123,700 -3.7%
94 SYK 0.16% 972,180 $306M $314.84 -$26M -37,920 -3.8%
95 PWR 0.16% 423,235 $305M $720.04 $64M -14,360 -3.3%
96 SO 0.16% 3,179,600 $304M $95.71 -$8M -51,800 -1.6%
97 HWM 0.16% 1,130,884 $304M $268.86 $46M +10,000 +0.9%
98 NOW 0.15% 2,950,140 $293M $99.28 -$25M -94,400 -3.1%
99 CDNS 0.15% 778,740 $292M $375.32 $70M -20,120 -2.5%
100 EQIX 0.15% 278,123 $290M $1,042.39 $7M -10,040 -3.5%

New Positions

SymbolValue% Port
SPCX $253M 0.13%
HONIV $201M 0.11%
HONAV $198M 0.10%
CCL $103M 0.05%
DD $52M 0.03%
FDXF $47M 0.02%
MDLN $41M 0.02%
SN $37M 0.02%
TRI $34M 0.02%
CRCL $26M 0.01%
FPS $16M 0.01%
OGC $11M 0.01%
YMM $11M 0.01%
KEEL $7M —%
SLS $5M —%

Sold Out Positions

SymbolValue% Port
SES —%
BH —%
AHRT —%
FUBO —%
KREF —%
FVRR —%
HPP —%
YEXT —%
DMC —%
BLND —%
IIIN —%
CWH —%
BXC —%
ARDT —%
FLGT —%
View SEC EDGAR Filings for Swiss National Bank →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms