SN
Swiss National Bank — Inside Their 13F Portfolio
Swiss National BankCIK: 0001582202
Diversified strategyMomentum followerLong-term holder
Total reported value
$173.8B
Reporting period: 2026-03-31 · Number of holdings: 2301
Swiss National Bank disclosed 2301 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $173.8B and a quarterly turnover rate of 14.0%.
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Personality snowflake
- Concentration
- 6.74
- Portfolio Stability
- 14.02
- Momentum/Contrarian
- 100
- Sector conviction
- 51
- Diversification
- 100
- Sizing Uniformity
- 38.54
Swiss National Bank's disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 59 equally-sized positions, well below its 2301 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.15), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim MSFT
+7.1% -$1.7B
Add XOM
+5.9% $693.9M
Trim TSLA
+7.1% -$398.9M
Trim AAPL
+6.1% -$108.5M
Trim META
+7.5% -$267.5M
Trim AMZN
+7.4% -$190.4M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Swiss National Bank runs a hyper-diversified, high-conviction contrarian mandate. This quarter, it aggressively trims mega-cap tech exposure while rotating capital into defensive growth and consumer staples, actively adding to AZN, XOM, JNJ, WMT, and COST. The strategy is clearly defending against valuation compression risks while capturing yield and stability across 2,301 positions.
Macro & Fundamentals
The underlying macro bet is a flight-to-quality trade betting on rate stabilization and earnings floor maintenance, explicitly shorting forward-looking tech multiples. The opposing thesis argues that liquidity will continue flowing into AI infrastructure and narrative-driven equities, leaving value pockets isolated in the periphery. With IT dominating at 33.86% but getting trimmed and staples/healthcare getting additive weight, the portfolio is structurally positioned for a mean-reversion regime rather than a momentum expansion.
Blind Spots / Risks
The structural vulnerability lies in position sizing discipline (38.54) clashing with mass diversification: the fund dilutes conviction across 2,301 names, meaning alpha generation relies entirely on micro-alpha aggregation rather than portfolio leverage. A liquidity shock in mid-cap sectors will trigger disproportionate slippage before rebalancing cycles complete.
Compiled by AI from public 13F filings; reflects historical positioning only and carries no investment recommendation.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 2301 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.16% | — | +7.10% | |
| 2 | AAPL | Apple INC | Stock-Tech | 6.30% | -0.28% | +6.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.41% | -1.16% | +7.09% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.38% | -0.23% | +7.35% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.83% | — | +7.15% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | -0.14% | +6.64% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 2.35% | -0.18% | +7.53% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.10% | -0.24% | +7.51% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.77% | -0.30% | +7.12% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | -0.16% | +6.98% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | +0.37% | +5.94% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | — | +6.86% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | +0.18% | +7.14% | |
| 14 | WMT | Walmart INC | Stock-Consumer Staples | 0.92% | +0.12% | +7.06% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.11% | +6.28% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | +0.13% | +7.26% | |
| 17 | MA | Mastercard INC - A | Stock-Financials | 0.71% | — | +6.38% | |
| 18 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.69% | +0.69% | NEW | |
| 19 | NFLX | Netflix INC | Stock-Comm Services | 0.69% | +0.04% | +6.80% | |
| 20 | ABBV | Abbvie INC | Stock-Healthcare | 0.65% | — | +7.15% | |
| 21 | MU | Micron Technology INC | Stock-Tech | 0.64% | +0.12% | +7.39% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | — | +6.93% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | -0.10% | +7.50% | |
| 24 | CAT | Caterpillar INC | Stock-Industrials | 0.56% | +0.12% | +6.98% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | — | +7.45% | |
| 26 | HD | Home Depot INC | Stock-Consumer Disc | 0.55% | — | +7.11% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | +0.05% | +7.05% | |
| 28 | CSCO | Cisco Systems INC | Stock-Tech | 0.52% | — | +7.04% | |
| 29 | GE | General Electric | Stock-Industrials | 0.51% | — | +6.52% | |
| 30 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.50% | +0.07% | +6.44% | |
| 31 | AMAT | Applied Materials INC | Stock-Tech | 0.46% | +0.13% | +6.60% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.45% | +0.10% | +6.67% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.44% | — | +7.27% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | — | +7.10% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.11% | +7.94% | |
| 36 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.41% | -0.08% | +7.12% | |
| 37 | GEV | GE Vernova INC | Stock-Industrials | 0.40% | +0.11% | +6.74% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.39% | +0.06% | +6.64% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | — | +7.47% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | — | +6.88% | |
| 41 | PEP | Pepsico INC | Stock-Consumer Staples | 0.36% | — | +7.10% | |
| 42 | VZ | Verizon Communications INC | Stock-Comm Services | 0.36% | +0.08% | +7.10% | |
| 43 | T | At&t INC | Stock-Comm Services | 0.35% | +0.06% | +6.18% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.34% | +0.07% | +7.10% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.33% | +0.07% | +6.64% | |
| 46 | NEE | Nextera Energy INC | Stock-Utilities | 0.32% | +0.05% | +7.09% | |
| 47 | AMGN | Amgen INC | Stock-Healthcare | 0.32% | — | +7.12% | |
| 48 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.31% | — | +6.56% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | — | +7.00% | |
| 50 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.30% | — | +6.86% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+22.1%
Based on 75% of reported portfolio value with available pricing
- Stdev
- +13.6%
- Beta
- +1.03
- Alpha
- -1.7%
- Max Drawdown
- -9%
- Annualized Perf
- +17.8%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +2.66
- Stutzer
- +0.38
- Treynor
- +0.17
- Sterling
- +1.03
- Calmar
- +1.98
- Information Ratio
- -0.5
- Tracking Error
- +2.2%
- Stdev Down
- +6.5%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +36.7%
- Worst 12 Months
- +6.1%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.27
- Stdev Sectors
- +8.5%
- Skewness
- +0.31
- Kurtosis
- +0.21
- Upside Potential
- +4.39
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2301 | $173.8B | 14 | |
| 2025-12-31 | 2311 | $168.0B | 11 | |
| 2025-09-30 | 2315 | $172.4B | 24 | |
| 2025-06-30 | 2332 | $166.9B | 0 | |
| 2025-03-31 | 2397 | $141.6B | 100 | |
| 2024-12-31 | 2440 | $150.3B | 0 | |
| 2024-09-30 | 2465 | $154.0B | 0 | |
| 2024-06-30 | 2458 | $145.5B | 0 | |
| 2024-03-31 | 2505 | $142.7B | 0 | |
| 2023-12-31 | 2534 | $136.3B | 0 | |
| 2023-09-30 | 2608 | $127.5B | 0 | |
| 2023-06-30 | 2600 | $147.2B | 0 | |
| 2023-03-31 | 2643 | $145.9B | 0 | |
| 2022-12-31 | 2678 | $139.3B | 0 | |
| 2022-09-30 | 2714 | $139.8B | 0 | |
| 2022-06-30 | 2740 | $147.8B | 0 | |
| 2022-03-31 | 2691 | $177.3B | 0 | |
| 2021-12-31 | 2719 | $166.1B | 0 | |
| 2021-09-30 | 2621 | $157.3B | 0 | |
| 2021-06-30 | 2642 | $162.1B | 100 | |
| 2021-03-31 | 2482 | $150.0B | 11 | |
| 2020-12-31 | 2490 | $140.7B | 13 | |
| 2020-09-30 | 2430 | $127.9B | 13 | |
| 2020-06-30 | 2438 | $118.3B | 25 | |
| 2020-03-31 | 2480 | $94.2B | 17 | |
| 2019-12-31 | 2506 | $97.5B | 10 | |
| 2019-09-30 | 2520 | $94.1B | 10 | |
| 2019-06-30 | 2554 | $92.7B | 10 | |
| 2019-03-31 | 2507 | $91.2B | 18 | |
| 2018-12-31 | 2536 | $78.0B | 19 | |
| 2018-09-30 | 2504 | $89.8B | 9 | |
| 2018-06-30 | 2526 | $87.5B | 12 | |
| 2018-03-31 | 2484 | $82.0B | 16 | |
| 2017-12-31 | 2514 | $92.6B | 11 | |
| 2017-09-30 | 2528 | $87.8B | 10 | |
| 2017-06-30 | 2558 | $84.3B | 11 | |
| 2017-03-31 | 2534 | $80.4B | 28 | |
| 2016-12-31 | 2564 | $63.4B | 11 | |
| 2016-09-30 | 2536 | $62.4B | 11 | |
| 2016-06-30 | 2581 | $61.8B | 18 | |
| 2016-03-31 | 2611 | $54.5B | 31 | |
| 2015-12-31 | 2643 | $41.3B | 17 | |
| 2015-09-30 | 2569 | $39.0B | 13 | |
| 2015-06-30 | 2581 | $38.6B | 12 | |
| 2015-03-31 | 2548 | $37.5B | 37 | |
| 2014-12-31 | 2570 | $26.7B | 14 | |
| 2014-09-30 | 2530 | $26.1B | 9 | |
| 2014-06-30 | 2533 | $27.0B | 12 | |
| 2014-03-31 | 2494 | $25.5B | 12 | |
| 2013-12-31 | 2507 | $25.6B | 13 | |
| 2013-09-30 | 2482 | $24.0B | 11 | |
| 2013-06-30 | 2500 | $22.8B | — |
Holding changes this quarter
Swiss National Bank's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); New buy: Sunbelt Rentals Holdings INC (SUNB); Add: Microsoft CORP (MSFT) — shares +7.09%; Add: Exxon Mobil CORP (XOM) — shares +5.94%; Add: Tesla INC (TSLA) — shares +7.12%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | +5.94% | Add |
| 2 | JNJ | Johnson & Johnson | +0.2% | +7.14% | Add |
| 3 | COST | Costco Wholesale CORP | +0.1% | +7.26% | Add |
| 4 | AMAT | Applied Materials INC | +0.1% | +6.60% | Add |
| 5 | WMT | Walmart INC | +0.1% | +7.06% | Add |
| 6 | MU | Micron Technology INC | +0.1% | +7.39% | Add |
| 7 | CAT | Caterpillar INC | +0.1% | +6.98% | Add |
| 8 | GEV | GE Vernova INC | +0.1% | +6.74% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | +6.67% | Add |
| 10 | COP | Conocophillips | +0.1% | +5.96% | Add |
| 11 | CNQ | Canadian Natural Resources | +0.1% | +26.65% | Add |
| 12 | VZ | Verizon Communications INC | +0.1% | +7.10% | Add |
| 13 | MRK | Merck & Co. INC. | +0.1% | +6.44% | Add |
| 14 | GLW | Corning INC | +0.1% | +7.19% | Add |
| 15 | KLAC | Kla CORP | +0.1% | +6.64% | Add |
| 16 | INTC | Intel CORP | +0.1% | +7.10% | Add |
| 17 | SU | Suncor Energy INC | +0.1% | +26.18% | Add |
| 18 | ENB | Enbridge INC | +0.1% | +27.04% | Add |
| 19 | AEM | Agnico Eagle Mines LTD | +0.1% | +26.80% | Add |
| 20 | LIN | Linde plc | +0.1% | +6.64% | Add |
| 21 | T | At&t INC | +0.1% | +6.18% | Add |
| 22 | SNDK | Sandisk CORP | +0.1% | +0.07% | Add |
| 23 | WDC | Western Digital CORP | +0.1% | +5.52% | Add |
| 24 | KO | Coca-cola Co/the | +0.1% | +7.05% | Add |
| 25 | NEE | Nextera Energy INC | +0.1% | +7.09% | Add |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | +7.21% | Add |
| 27 | NFLX | Netflix INC | 0% | +6.80% | Add |
| 28 | DE | Deere & Co | 0% | +7.14% | Add |
| 29 | ACN | Accenture plc | -0.1% | +6.27% | Add |
| 30 | BSX | Boston Scientific CORP | -0.1% | +7.14% | Add |
| 31 | ADBE | Adobe INC | -0.1% | +7.10% | Add |
| 32 | QCOM | Qualcomm INC | -0.1% | +6.07% | Add |
| 33 | NOW | Servicenow INC | -0.1% | +6.83% | Add |
| 34 | UNH | Unitedhealth Group INC | -0.1% | +7.12% | Add |
| 35 | APP | Applovin Corp-class A | -0.1% | +7.07% | Add |
| 36 | INTU | Intuit INC | -0.1% | +6.89% | Add |
| 37 | PLTR | Palantir Technologies Inc-a | -0.1% | +7.50% | Add |
| 38 | CRM | Salesforce INC | -0.1% | +5.40% | Add |
| 39 | ORCL | Oracle CORP | -0.1% | +7.94% | Add |
| 40 | V | Visa Inc-class A Shares | -0.1% | +6.28% | Add |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | +6.64% | Add |
| 42 | LLY | Eli Lilly & Co | -0.2% | +6.98% | Add |
| 43 | AVGO | Broadcom INC | -0.2% | +7.53% | Add |
| 44 | AMZN | Amazon.com INC | -0.2% | +7.35% | Add |
| 45 | META | Meta Platforms Inc-class A | -0.2% | +7.51% | Add |
| 46 | AAPL | Apple INC | -0.3% | +6.07% | Add |
| 47 | TSLA | Tesla INC | -0.3% | +7.12% | Add |
| 48 | MSFT | Microsoft CORP | -1.2% | +7.09% | Add |
| 49 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 50 | SUNB | Sunbelt Rentals Holdings INC | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-07 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-08 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-08 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-09 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-08 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-08 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-07 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-09 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-05 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-08 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-06 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-02 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-08 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-09 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-04 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-07 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-03 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-04 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-07 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-03 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-04 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-03 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-04 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-05 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-06 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-03 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-04 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-06 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-06 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-31 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-29 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-09 | 13F-HR | View on EDGAR |
FAQ
What is Swiss National Bank and what type of investor is it?
Swiss National Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $173.8B, spread across 2301 disclosed positions.
What are Swiss National Bank's largest equity positions?
Based on the latest 13F filing, Swiss National Bank's top holdings by market value are:
1. Nvidia CORP (NVDA) — $12.4B (7.2%)
2. Apple INC (AAPL) — $10.9B (6.3%)
3. Microsoft CORP (MSFT) — $7.7B (4.4%)
4. Amazon.com INC (AMZN) — $5.9B (3.4%)
5. Alphabet Inc-cl A (GOOGL) — $4.9B (2.8%)
What changes did Swiss National Bank make in its most recent portfolio filing?
In the latest quarter, Swiss National Bank was primarily adding exposure — initiating 2 new positions and adding to 48 existing holdings. The largest of these moves: New buy: AstraZeneca PLC (AZN); New buy: Sunbelt Rentals Holdings INC (SUNB); Add: Microsoft CORP (MSFT) — shares +7.09%; Add: Exxon Mobil CORP (XOM) — shares +5.94%; Add: Tesla INC (TSLA) — shares +7.12%
What sectors does Swiss National Bank focus on?
Swiss National Bank is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 33.9%
• Consumer Discretionary: 10.9%
• Health Care: 10.8%
• Communication Services: 10.5%
• Industrials: 9.8%
• Financials: 6.3%
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