Latest Banque Cantonale Vaudoise Stock Portfolio

Banque Cantonale Vaudoise Performance:

2026 Q1: -5.49%YTD: -5.49%2025: 21.06%

Performance for 2026 Q1 is -5.49%, and YTD is -5.49%, and 2025 is 21.06%.

About Banque Cantonale Vaudoise and 13F Hedge Fund Stock Holdings

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Banque Cantonale Vaudoise reported an equity portfolio of $2.7 Billions as of 31 Mar, 2026.

The top stock holdings of Banque Cantonale Vaudoise are UBS, NVDA, AAPL. The fund has invested 10.3% of it's portfolio in UBS GROUP AG and 4.1% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES TR (AAXJ), VIATRIS INC (VTRS) and SERVICE CORP INTL (SCI) stocks. They significantly reduced their stock positions in CNH INDL N V (CNHI), ESSENTIAL UTILS INC (WTRG) and NUTANIX INC (NTNX). Banque Cantonale Vaudoise opened new stock positions in TOTALENERGIES SE, PETROLEO BRASILEIRO SA PETRO (PBR) and XP INC (XP). The fund showed a lot of confidence in some stocks as they added substantially to PINTEREST INC (PINS), WHEATON PRECIOUS METALS CORP (WPM) and GE HEALTHCARE TECHNOLOGIES I.

Banque Cantonale Vaudoise Annual Return Estimates Vs S&P 500

Our best estimate is that Banque Cantonale Vaudoise made a return of -5.49% in the last quarter. In trailing 12 months, it's portfolio return was 14.41%.

Performance
S&P 500

New Buys

Ticker	$ Bought
totalenergies se	5,885,000
petroleo brasileiro sa petro	4,237,000
xp inc	3,046,000
dollar gen corp new	2,301,000
ishares tr	2,001,000
banco bradesco s a	1,825,000
resmed inc	1,726,000
ishares tr	1,663,000

New stocks bought by Banque Cantonale Vaudoise

Additions

Ticker	% Inc.
wheaton precious metals corp	20,240
ge healthcare technologies i	16,539
rubrik inc.	11,299
entergy corp new	5,355
coherent corp	4,276
select sector spdr tr	3,831
roblox corp	2,611
becton dickinson & co	1,275

Additions to existing portfolio by Banque Cantonale Vaudoise

Reductions

Ticker	% Reduced
invesco qqq tr	-82.8
edison intl	-78.35
cognizant technology solutio	-74.38
southern copper corp	-71.69
emcor group inc	-69.12
synchrony financial	-68.71
prudential finl inc	-65.38
hewlett packard enterprise c	-64.94

Banque Cantonale Vaudoise reduced stake in above stock

Sold off

None of the stocks were completely sold off by Banque Cantonale Vaudoise

Sector Distribution

Banque Cantonale Vaudoise has about 27% of it's holdings in Technology sector.

Sector	%
Technology	27
Others	26.2
Financial Services	8.9
Healthcare	8.7
Industrials	7.3
Communication Services	6.3
Consumer Cyclical	5.7
Consumer Defensive	3.6
Energy	2
Utilities	1.7
Basic Materials	1.4
Real Estate	1.3

Market Cap. Distribution

Banque Cantonale Vaudoise has about 72.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	39.8
LARGE-CAP	32.5
UNALLOCATED	26.1
MID-CAP	1.3

Stocks belong to which Index?

About 68.2% of the stocks held by Banque Cantonale Vaudoise either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.6
Others	31.8
RUSSELL 2000	1.6

Top 5 Winners (%)		%
DSX	diana shipping inc
TROX	tronox holdings plc	134.5 %
PINS	pinterest inc	100.2 %
LITE	lumentum hldgs inc	76.0 %
DOW	dow inc	75.8 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	4.2 M
CAT	caterpillar inc	3.9 M
WDC	western digital corp	3.9 M
AMAT	applied matls inc	3.9 M
	ge vernova inc	2.6 M

Top 5 Losers (%)		%
TEAM	atlassian corporation	-54.9 %
MMYT	makemytrip limited mauritius	-54.5 %
	flutter entmt plc	-52.6 %
IRBT	irobot corp	-50.0 %
	klarna group plc	-45.1 %

Top 5 Losers ($)		$
UBS	ubs group ag	-58.4 M
MSFT	microsoft corp	-24.9 M
AVGO	broadcom inc	-8.0 M
NVDA	nvidia corporation	-7.5 M
ALC	alcon ag	-6.6 M

Banque Cantonale Vaudoise Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Banque Cantonale Vaudoise

Banque Cantonale Vaudoise has 869 stocks in it's portfolio. About 34.5% of the portfolio is in top 10 stocks. UBS proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Banque Cantonale Vaudoise last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.05	11,064	1,260,000	reduced	-23.41

AAPL	apple inc	3.23	338,359	85,872,000	reduced	-13.56

AAXJ	ishares tr	0.77	216,000	20,510,000	reduced	-13.94

AAXJ	ishares tr	0.15	40,594	3,909,000	added	3.81

AAXJ	ishares tr	0.03	12,126	718,000	new

ABBV	abbvie inc	0.77	94,191	20,485,000	added	0.56

ABC	cencora inc	0.11	9,374	2,944,000	reduced	-34.95

ABT	abbott labs	0.30	78,755	8,085,000	reduced	-18.26

ACGL	arch cap group ltd	0.13	36,719	3,524,000	reduced	-19.09

ACN	accenture plc ireland	0.21	28,679	5,687,000	added	1.46

ACSG	dbx etf tr	0.09	70,514	2,301,000	reduced	-22.29

ACWV	ishares inc	0.06	16,450	1,575,000	unchanged	0.00

ACWV	ishares inc	0.02	9,853	578,000	reduced	-2.04

ADBE	adobe inc	0.20	21,470	5,219,000	added	5.9

ADI	analog devices inc	0.29	24,421	7,769,000	reduced	-31.13

ADM	archer daniels midland co	0.09	34,054	2,475,000	reduced	-32.14

ADP	automatic data processing in	0.16	20,286	4,122,000	added	20.8

ADSK	autodesk inc	0.07	7,504	1,797,000	reduced	-20.28

AEP	american elec pwr co inc	0.04	7,385	969,000	added	19.09

AFK	vaneck etf trust	0.12	35,663	3,273,000	added	429