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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
+14.09%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
AUM
$40.9B
AUM Growth
+$6.08B
Cap. Flow
+$2.16B
Cap. Flow %
5.29%
Top 10 Hldgs %
33.91%
Holding
2,656
New
37
Increased
1,264
Reduced
635
Closed
96

Top Buys

Rank Stock Value
1
AMRZ
Amrize Ltd
AMRZ
+$459M
2
AAPL icon
Apple
AAPL
+$167M
3
MSFT icon
Microsoft
MSFT
+$148M
4
NVDA icon
NVIDIA
NVDA
+$141M
5
UBS icon
UBS Group
UBS
+$123M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$104M
2
CME icon
CME Group
CME
+$92.2M
3
PG icon
Procter & Gamble
PG
+$67.1M
4
VZ icon
Verizon
VZ
+$53.3M
5
DFS
Discover Financial Services
DFS
+$51.8M

Sector Composition

Rank Sector Weight
1 Technology 31.17%
2 Financials 17.35%
3 Healthcare 10.51%
4 Consumer Discretionary 9.61%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BEKE icon
2501
KE Holdings
BEKE
$18.8B
– –
-466,430
Closed -$9.37M
CLFD icon
2502
Clearfield
CLFD
$374M
– –
-2,721
Closed -$80.9K
CLNE icon
2503
Clean Energy Fuels
CLNE
$346M
– –
-82,367
Closed -$128K
CLW icon
2504
Clearwater Paper
CLW
$376M
– –
-2,487
Closed -$63.1K
CMCO icon
2505
Columbus McKinnon
CMCO
$584M
– –
-7,229
Closed -$122K
CMTG icon
2506
Claros Mortgage Trust
CMTG
$274M
– –
-23,702
Closed -$88.4K
CNDT icon
2507
Conduent
CNDT
$264M
– –
-39,251
Closed -$106K
CRTO icon
2508
Criteo S.A. Ordinary Shares
CRTO
$923M
– –
-16,201
Closed -$574K
DFS
2509
DELISTED
Discover Financial Services
DFS
– –
-303,299
Closed -$51.8M
DH icon
2510
Definitive Healthcare
DH
$75.3M
– –
-21,292
Closed -$61.5K
DMRC icon
2511
Digimarc Corp
DMRC
$178M
– –
-4,785
Closed -$61.3K
EGY icon
2512
Vaalco Energy
EGY
$594M
– –
-28,906
Closed -$109K
ERAS icon
2513
Erasca
ERAS
$6.39B
– –
-39,963
Closed -$54.7K
EYPT icon
2514
EyePoint Inc
EYPT
$1.2B
– –
-22,571
Closed -$122K
KYNB
2515
Kyntra Bio
KYNB
$29.4M
– –
0
– –
FLWS icon
2516
1-800-Flowers.com
FLWS
$258M
– –
-13,671
Closed -$80.7K
GDOT icon
2517
Green Dot
GDOT
$745M
– –
-14,772
Closed -$125K
GPRE icon
2518
Green Plains
GPRE
$1.03B
– –
-26,309
Closed -$128K
GPRO icon
2519
GoPro
GPRO
$126M
– –
-2,127
Closed -$1.41K
GWRS icon
2520
Global Water Resources
GWRS
$219M
– –
-1,408
Closed -$14.5K
HEES
2521
DELISTED
H&E Equipment Services
HEES
– –
-6,753
Closed -$640K
HONE
2522
DELISTED
HarborOne Bancorp
HONE
– –
-9,309
Closed -$96.5K
HPP
2523
Hudson Pacific Properties
HPP
$779M
– –
-6,841
Closed -$141K
HUMA icon
2524
Humacyte
HUMA
$194M
– –
-29,004
Closed -$49.5K
IJT icon
2525
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
– –
-15,812
Closed -$1.95M
99 100
101
102 103

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TI
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Royal London Asset Management
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Zurich Cantonal Bank's Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Cantonal Bank held 2,656 positions worth $40.9B, up 17% from $34.8B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Zurich Cantonal Bank deployed $2.16B of net new capital in Q2 2025, opening 37 new positions and adding to 1,264 existing holdings. Its largest new stake was Amrize Ltd: 9,097,290 shares worth $452M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $104M trimmed.

  • Zurich Cantonal Bank's largest Q2 2025 buy was Amrize Ltd: 9,097,290 shares worth $452M.
  • Zurich Cantonal Bank added most to Apple in Q2 2025, an estimated $167M increase.
  • Zurich Cantonal Bank's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $104M.
  • Zurich Cantonal Bank fully exited Discover Financial Services in Q2 2025, selling an estimated $51.8M.
  • Zurich Cantonal Bank's ten largest holdings make up 34% of its $40.9B portfolio in Q2 2025.
  • Zurich Cantonal Bank opened 37 new positions and closed 96 in Q2 2025.
  • Zurich Cantonal Bank's portfolio value rose 17% quarter-over-quarter to $40.9B.

Based on Zurich Cantonal Bank's 13F filing for Q2 2025, filed 7 Aug 2025.