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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
ATKR icon
1376
Atkore
ATKR
$3.17B
$720K ﹤0.01%
10,208
– –
PBH icon
1377
Prestige Consumer Healthcare
PBH
$2.51B
$719K ﹤0.01%
9,001
-3,303
-27% -$276K
UTI icon
1378
Universal Technical Institute
UTI
$1.47B
$719K ﹤0.01%
21,206
+8,305
+64% +$261K
AMED
1379
DELISTED
Amedisys
AMED
$717K ﹤0.01%
7,289
+508
+7% +$48.1K
LIVN icon
1380
LivaNova
LIVN
$4.21B
$717K ﹤0.01%
15,922
+1,447
+10% +$59.7K
VIRT icon
1381
Virtu Financial
VIRT
$4.92B
$717K ﹤0.01%
15,999
+2,488
+18% +$100K
IBOC icon
1382
International Bancshares
IBOC
$4.53B
$715K ﹤0.01%
10,739
-4,917
-31% -$307K
INVA icon
1383
Innoviva
INVA
$1.49B
$715K ﹤0.01%
35,577
+16,928
+91% +$326K
CLBT icon
1384
Cellebrite
CLBT
$3.97B
$715K ﹤0.01%
44,669
+23,259
+109% +$415K
INDB icon
1385
Independent Bank
INDB
$3.97B
$714K ﹤0.01%
11,358
+999
+10% +$60.7K
ALKT icon
1386
Alkami Technology
ALKT
$2.1B
$712K ﹤0.01%
23,625
+13,228
+127% +$368K
ESRT icon
1387
Empire State Realty Trust
ESRT
$803M
$711K ﹤0.01%
87,828
+8,353
+11% +$63.9K
CRVL icon
1388
CorVel
CRVL
$3.12B
$708K ﹤0.01%
6,890
+2,092
+44% +$231K
SARO
1389
StandardAero Inc
SARO
$9.37B
$707K ﹤0.01%
22,338
+7,259
+48% +$204K
HOG icon
1390
Harley-Davidson
HOG
$2.72B
$706K ﹤0.01%
29,928
– –
YETI icon
1391
Yeti Holdings
YETI
$3.99B
$705K ﹤0.01%
22,357
– –
ACHC icon
1392
Acadia Healthcare
ACHC
$2.96B
$702K ﹤0.01%
30,950
+4,625
+18% +$110K
RIOT icon
1393
Riot Platforms
RIOT
$7.34B
$702K ﹤0.01%
62,138
– –
BOH icon
1394
Bank of Hawaii
BOH
$3.1B
$701K ﹤0.01%
10,376
+695
+7% +$46.2K
PRGS icon
1395
Progress Software
PRGS
$1.78B
$700K ﹤0.01%
10,964
+2,855
+35% +$174K
EXPO icon
1396
Exponent
EXPO
$3.21B
$700K ﹤0.01%
9,363
-3,845
-29% -$298K
PAYO icon
1397
Payoneer
PAYO
$2.4B
$699K ﹤0.01%
101,987
+7,809
+8% +$52.9K
WU icon
1398
Western Union
WU
$2.19B
$698K ﹤0.01%
82,923
– –
CON
1399
Concentra Group Holdings
CON
$4.35B
$695K ﹤0.01%
33,797
– –
EPAC icon
1400
Enerpac Tool Group
EPAC
$1.89B
$694K ﹤0.01%
17,108
+2,030
+13% +$85.5K
54 55
56
57 58

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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.