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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 | |
|---|---|---|---|---|---|---|
1551
Sonos
SONO
$1.84B
| $544K | ﹤0.01% |
50,294
+13,823
| +38% | +$134K |
|
|
CSR
1552
Centerspace
CSR
$925M
| $543K | ﹤0.01% |
9,020
+28
| +0.3% | +$1.72K |
|
1553
Cactus
WHD
$5.71B
| $541K | ﹤0.01% |
12,372
-731
| -6% | -$30.5K |
|
1554
IMAX
IMAX
$2.84B
| $541K | ﹤0.01% |
19,345
+2,166
| +13% | +$56.2K |
|
1555
Fortuna Silver Mines
FSM
$3.19B
| $541K | ﹤0.01% |
82,793
| – | – |
|
1556
Benchmark Electronics
BHE
$2.93B
| $541K | ﹤0.01% |
13,921
+1,677
| +14% | +$61.3K |
|
1557
Unifirst Corp
UNF
$5.27B
| $539K | ﹤0.01% |
2,862
| – | – |
|
1558
Hayward Holdings
HAYW
$3.32B
| $539K | ﹤0.01% |
39,030
+7,074
| +22% | +$95.3K |
|
1559
Amneal Pharmaceuticals
AMRX
$5.58B
| $538K | ﹤0.01% |
66,555
+9,279
| +16% | +$70K |
|
1560
Transocean
RIG
$6.52B
| $538K | ﹤0.01% |
207,706
+42,117
| +25% | +$109K |
|
1561
WD-40
WDFC
$3.12B
| $538K | ﹤0.01% |
2,357
-797
| -25% | -$188K |
|
1562
Zeta Global
ZETA
$7.14B
| $537K | ﹤0.01% |
34,659
| – | – |
|
1563
Minerals Technologies
MTX
$2.32B
| $535K | ﹤0.01% |
9,712
+890
| +10% | +$50.2K |
|
1564
ScottsMiracle-Gro
SMG
$3.58B
| $534K | ﹤0.01% |
8,097
-12,500
| -61% | -$723K |
|
1565
Pitney Bowes
PBI
$2.31B
| $534K | ﹤0.01% |
48,942
| – | – |
|
|
PDM
1566
Piedmont Realty Trust
PDM
$1.16B
| $534K | ﹤0.01% |
73,235
-2,605
| -3% | -$18K |
|
|
HAPN
1567
Happen Inc
HAPN
$2.23B
| $534K | ﹤0.01% |
44,367
+5,438
| +14% | +$56.5K |
|
1568
Loar Holdings
LOAR
$6.64B
| $533K | ﹤0.01% |
+6,182
| New | +$535K |
|
|
EFOR
1569
Everforth Inc
EFOR
$1.32B
| $532K | ﹤0.01% |
10,654
| – | – |
|
1570
ArcBest
ARCB
$3.01B
| $531K | ﹤0.01% |
6,901
| – | – |
|
1571
AtriCure
ATRC
$2.13B
| $531K | ﹤0.01% |
16,214
+1,779
| +12% | +$57.8K |
|
1572
Krystal Biotech
KRYS
$9.78B
| $531K | ﹤0.01% |
3,864
-1,878
| -33% | -$276K |
|
1573
DigitalBridge
DBRG
$2.94B
| $530K | ﹤0.01% |
51,255
| – | – |
|
1574
Arrowhead Research
ARWR
$12.7B
| $530K | ﹤0.01% |
33,517
-79
| -0.2% | -$1.13K |
|
1575
IPG Photonics
IPGP
$3.65B
| $529K | ﹤0.01% |
7,711
+1,428
| +23% | +$89.1K |
|
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.