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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
ATS icon
1276
ATS Corp
ATS
$1.91B
$868K ﹤0.01%
27,279
+4,151
+18% +$114K
MSGS icon
1277
Madison Square Garden
MSGS
$9.43B
$868K ﹤0.01%
4,152
– –
ESGR
1278
DELISTED
Enstar Group
ESGR
$866K ﹤0.01%
2,574
-126
-5% -$42.1K
ELME
1279
Elme Communities
ELME
$144M
$863K ﹤0.01%
54,297
+4,263
+9% +$67.7K
VKTX icon
1280
Viking Therapeutics
VKTX
$4.02B
$862K ﹤0.01%
32,545
+2,099
+7% +$55.3K
THO icon
1281
Thor Industries
THO
$4.14B
$862K ﹤0.01%
9,705
-4,728
-33% -$373K
WSFS icon
1282
WSFS Financial
WSFS
$4.12B
$850K ﹤0.01%
15,447
+4,775
+45% +$248K
KVYO icon
1283
Klaviyo
KVYO
$5.09B
$849K ﹤0.01%
25,286
+12,770
+102% +$405K
M icon
1284
Macy's
M
$6.55B
$845K ﹤0.01%
72,512
+504
+0.7% +$5.84K
BRC icon
1285
Brady Corp
BRC
$4.54B
$845K ﹤0.01%
12,427
– –
VC icon
1286
Visteon
VC
$2.8B
$844K ﹤0.01%
9,050
+1,583
+21% +$130K
RNAM
1287
DELISTED
Avidity Biosciences
RNAM
$843K ﹤0.01%
29,667
+3,776
+15% +$113K
RLJ icon
1288
RLJ Lodging Trust
RLJ
$1.67B
$841K ﹤0.01%
115,552
+13,813
+14% +$99.6K
IIPR icon
1289
Innovative Industrial Properties
IIPR
$1.66B
$841K ﹤0.01%
15,232
– –
ZLAB icon
1290
Zai Lab
ZLAB
$2.65B
$841K ﹤0.01%
24,046
+23,532
+4,578% +$774K
SRRK icon
1291
Scholar Rock
SRRK
$6.32B
$841K ﹤0.01%
23,737
+5,180
+28% +$163K
FUN icon
1292
Cedar Fair
FUN
$1.62B
$840K ﹤0.01%
27,595
+3,800
+16% +$127K
PIPR icon
1293
Piper Sandler
PIPR
$5.29B
$838K ﹤0.01%
12,056
– –
JBGS
1294
JBG SMITH
JBGS
$653M
$836K ﹤0.01%
48,335
+2,600
+6% +$42.3K
NCNO icon
1295
nCino
NCNO
$2.08B
$836K ﹤0.01%
29,889
+13,961
+88% +$349K
GTM
1296
ZoomInfo Technologies
GTM
$1.23B
$831K ﹤0.01%
82,163
+10,585
+15% +$98K
FUL icon
1297
H.B. Fuller
FUL
$3.29B
$831K ﹤0.01%
13,808
– –
AGYS icon
1298
Agilysys
AGYS
$3.02B
$829K ﹤0.01%
7,231
-484
-6% -$43.7K
ABM icon
1299
ABM Industries
ABM
$2.81B
$829K ﹤0.01%
17,551
+1,220
+7% +$59K
MIR icon
1300
Mirion Technologies
MIR
$3.75B
$826K ﹤0.01%
38,387
– –
50 51
52
53 54

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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.