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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
IMXI icon
2526
International Money Express
IMXI
$354M
– –
-7,271
Closed -$91.8K
INDI icon
2527
indie Semiconductor
INDI
$788M
– –
-43,670
Closed -$88.9K
IRMD icon
2528
iRadimed
IRMD
$1.16B
– –
-7,815
Closed -$410K
IRWD icon
2529
Ironwood Pharmaceuticals
IRWD
$674M
– –
-35,702
Closed -$52.5K
JWN
2530
DELISTED
Nordstrom
JWN
– –
-26,038
Closed -$637K
KE
2531
Kimball Electronics
KE
$611M
– –
-5,339
Closed -$87.8K
KELYA icon
2532
Kelly Services Class A
KELYA
$540M
– –
-7,293
Closed -$96K
KRNY icon
2533
Kearny Financial
KRNY
$596M
– –
-12,216
Closed -$76.5K
LASR icon
2534
nLIGHT
LASR
$2.9B
– –
-8,732
Closed -$67.8K
LPRO
2535
DELISTED
Open Lending Corp
LPRO
– –
-17,308
Closed -$47.8K
LXU icon
2536
LSB Industries
LXU
$731M
– –
-15,051
Closed -$99.2K
MATV icon
2537
Mativ Holdings
MATV
$698M
– –
-8,628
Closed -$53.8K
METC icon
2538
Ramaco Resources Class A
METC
$631M
– –
-2,952
Closed -$24.1K
MITK icon
2539
Mitek Systems
MITK
$838M
– –
-6,159
Closed -$50.8K
MRVI icon
2540
Maravai LifeSciences
MRVI
$909M
– –
-47,031
Closed -$104K
MSBI icon
2541
Midland States Bancorp
MSBI
$689M
– –
-12,533
Closed -$215K
NOVA
2542
DELISTED
Sunnova Energy
NOVA
– –
-5,156
Closed -$1.92K
NVTS icon
2543
Navitas Semiconductor
NVTS
$3.49B
– –
-24,929
Closed -$51.1K
ONCO icon
2544
Onconetix
ONCO
$3.36M
– –
-4
Closed -$1.17K
OPRA
2545
Opera Ltd
OPRA
$1.78B
– –
-32,666
Closed -$521K
ORIC icon
2546
Oric Pharmaceuticals
ORIC
$1.39B
– –
-12,626
Closed -$70.5K
PACK icon
2547
Ranpak Holdings
PACK
$449M
– –
-7,038
Closed -$38.1K
PHAT icon
2548
Phathom Pharmaceuticals
PHAT
$685M
– –
-15,710
Closed -$98.5K
PLYA
2549
DELISTED
Playa Hotels & Resorts
PLYA
– –
-42,946
Closed -$572K
RNGR icon
2550
Ranger Energy Services
RNGR
$387M
– –
-6,112
Closed -$86.7K
100 101
102
103 104

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TI
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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.