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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
SDGR icon
1626
Schrodinger
SDGR
$1.41B
$485K ﹤0.01%
24,107
+2,823
+13% +$64.5K
QDEL icon
1627
QuidelOrtho
QDEL
$970M
$483K ﹤0.01%
16,773
– –
ACVA icon
1628
ACV Auctions
ACVA
$1.27B
$483K ﹤0.01%
29,799
+3,321
+13% +$51.7K
MSGE icon
1629
Madison Square Garden
MSGE
$3.76B
$483K ﹤0.01%
12,084
– –
TDOC icon
1630
Teladoc Health
TDOC
$1.24B
$483K ﹤0.01%
55,426
-10,197
-16% -$73.9K
JBBB icon
1631
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
$482K ﹤0.01%
9,987
– –
RXO icon
1632
RXO
RXO
$3.57B
$482K ﹤0.01%
30,683
+9,403
+44% +$143K
ERO icon
1633
Ero Copper
ERO
$3.77B
$481K ﹤0.01%
28,545
– –
GRBK icon
1634
Green Brick Partners
GRBK
$3.09B
$481K ﹤0.01%
7,647
+1,025
+15% +$60.8K
CUBI icon
1635
Customers Bancorp
CUBI
$2.82B
$480K ﹤0.01%
8,179
– –
ADNT icon
1636
Adient
ADNT
$1.48B
$478K ﹤0.01%
24,581
+6,945
+39% +$103K
NYAX
1637
Nayax
NYAX
$2.02B
$478K ﹤0.01%
9,467
– –
QQQ icon
1638
Invesco QQQ Trust
QQQ
$478B
$478K ﹤0.01%
866
+192
+28% +$95.5K
NVO
1639
Novo Nordisk
NVO
$207B
$476K ﹤0.01%
6,899
+6,307
+1,065% +$429K
NVCR icon
1640
NovoCure
NVCR
$2.04B
$476K ﹤0.01%
26,751
-842
-3% -$14.7K
HAFC icon
1641
Hanmi Financial
HAFC
$952M
$472K ﹤0.01%
19,141
+9,842
+106% +$225K
HAFN icon
1642
Hafnia
HAFN
$3.66B
$472K ﹤0.01%
94,299
– –
RDUS
1643
DELISTED
Radius Recycling
RDUS
$472K ﹤0.01%
15,891
+11,822
+291% +$347K
PZZA icon
1644
Papa John's
PZZA
$797M
$470K ﹤0.01%
9,608
– –
PEBO icon
1645
Peoples Bancorp
PEBO
$1.47B
$470K ﹤0.01%
15,382
– –
PHR icon
1646
Phreesia
PHR
$765M
$468K ﹤0.01%
16,443
– –
EYE icon
1647
National Vision
EYE
$1.78B
$466K ﹤0.01%
20,231
– –
OFG icon
1648
OFG Bancorp
OFG
$2.22B
$464K ﹤0.01%
10,850
-6,645
-38% -$266K
BBAI icon
1649
BigBear.ai
BBAI
$1.6B
$463K ﹤0.01%
68,194
+34,539
+103% +$125K
UNFI icon
1650
United Natural Foods
UNFI
$2.87B
$463K ﹤0.01%
19,849
– –
64 65
66
67 68

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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.