We are live on
!
Find out more
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
(+17%)
Cap. Flow
+$2.16B
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
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 |
Apple
AAPL
|
+$167M |
| 3 |
Microsoft
MSFT
|
+$148M |
| 4 |
NVIDIA
NVDA
|
+$141M |
| 5 |
UBS Group
UBS
|
+$123M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$104M |
| 2 |
CME Group
CME
|
+$92.2M |
| 3 |
Procter & Gamble
PG
|
+$67.1M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
1426
M/I Homes
MHO
$3.74B
| $670K | ﹤0.01% |
5,977
| – | – |
|
1427
Perdoceo Education
PRDO
$1.97B
| $670K | ﹤0.01% |
20,483
+6,706
| +49% | +$199K |
|
1428
Kulicke & Soffa
KLIC
$4.53B
| $667K | ﹤0.01% |
19,288
-2,113
| -10% | -$68.7K |
|
1429
CleanSpark
CLSK
$2.98B
| $667K | ﹤0.01% |
60,442
-30
| -0% | -$267 |
|
1430
NewMarket
NEU
$8.37B
| $665K | ﹤0.01% |
963
-276
| -22% | -$171K |
|
1431
Braze
BRZE
$3.24B
| $665K | ﹤0.01% |
23,674
+2,557
| +12% | +$80.8K |
|
1432
HNI Corp
HNI
$3.54B
| $665K | ﹤0.01% |
13,512
+2,755
| +26% | +$125K |
|
1433
Schneider National
SNDR
$6.18B
| $664K | ﹤0.01% |
27,494
+3,592
| +15% | +$83.4K |
|
1434
Simmons First National
SFNC
$3.4B
| $664K | ﹤0.01% |
35,008
+10,416
| +42% | +$196K |
|
1435
Equinox Gold
EQX
$13.5B
| $663K | ﹤0.01% |
115,183
+35,480
| +45% | +$230K |
|
|
NUVL
1436
DELISTED
Nuvalent
NUVL
| $659K | ﹤0.01% |
8,643
+2,146
| +33% | +$157K |
|
1437
Viavi Solutions
VIAV
$9.18B
| $658K | ﹤0.01% |
65,361
+5,028
| +8% | +$48.6K |
|
1438
Acadia Pharmaceuticals
ACAD
$5.06B
| $658K | ﹤0.01% |
30,501
+3,245
| +12% | +$60.3K |
|
1439
Extreme Networks
EXTR
$3.09B
| $658K | ﹤0.01% |
36,648
-6,364
| -15% | -$93.7K |
|
1440
Calix
CALX
$2.4B
| $657K | ﹤0.01% |
12,352
+1,351
| +12% | +$57.8K |
|
|
OKLO
1441
Oklo
OKLO
$8.28B
| $657K | ﹤0.01% |
11,732
+2,200
| +23% | +$84.8K |
|
1442
CBIZ
CBZ
$2.95B
| $657K | ﹤0.01% |
9,158
+1,152
| +14% | +$83.3K |
|
1443
RadNet
RDNT
$6.08B
| $656K | ﹤0.01% |
11,523
| – | – |
|
1444
Warrior Met Coal
HCC
$5.04B
| $654K | ﹤0.01% |
14,278
+5,342
| +60% | +$248K |
|
1445
PJT Partners
PJT
$4.33B
| $652K | ﹤0.01% |
3,952
-2,271
| -36% | -$330K |
|
1446
First Merchants
FRME
$2.66B
| $651K | ﹤0.01% |
17,005
| – | – |
|
1447
Addus HomeCare
ADUS
$2.23B
| $650K | ﹤0.01% |
5,645
+822
| +17% | +$88.8K |
|
1448
Organon & Co
OGN
$3.58B
| $647K | ﹤0.01% |
66,820
| – | – |
|
1449
Madrigal Pharmaceuticals
MDGL
$11.9B
| $646K | ﹤0.01% |
2,134
-4
| -0.2% | -$1.19K |
|
1450
DXC Technology
DXC
$1.74B
| $645K | ﹤0.01% |
42,206
| – | – |
|
Similar funds
LP
TI
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.