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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 | |
|---|---|---|---|---|---|---|
1701
Hertz
HTZ
$927M
| $419K | ﹤0.01% |
61,390
+8,960
| +17% | +$55.9K |
|
1702
Autohome
ATHM
$2.64B
| $419K | ﹤0.01% |
16,256
-375
| -2% | -$9.73K |
|
1703
NCR Voyix
VYX
$1.12B
| $419K | ﹤0.01% |
35,715
| – | – |
|
|
DOO
1704
Bombardier Recreational Products
DOO
$4.78B
| $418K | ﹤0.01% |
8,625
+1,684
| +24% | +$66.4K |
|
1705
VanEck Gold Miners ETF
GDX
$27.4B
| $417K | ﹤0.01% |
8,222
-165
| -2% | -$8.19K |
|
1706
HealthStream
HSTM
$848M
| $417K | ﹤0.01% |
15,074
+5,166
| +52% | +$153K |
|
1707
Arcutis Biotherapeutics
ARQT
$3.33B
| $415K | ﹤0.01% |
29,565
-132
| -0.4% | -$1.85K |
|
1708
BancFirst
BANF
$3.81B
| $413K | ﹤0.01% |
3,340
-2,472
| -43% | -$294K |
|
1709
Walker & Dunlop
WD
$1.49B
| $413K | ﹤0.01% |
5,858
-3,325
| -36% | -$240K |
|
1710
Coursera
COUR
$1.49B
| $411K | ﹤0.01% |
46,918
+6,214
| +15% | +$50.9K |
|
1711
Evolent Health
EVH
$461M
| $411K | ﹤0.01% |
36,498
| – | – |
|
|
TGI
1712
DELISTED
Triumph Group
TGI
| $411K | ﹤0.01% |
15,946
-5,048
| -24% | -$129K |
|
1713
CONMED
CNMD
$1.49B
| $410K | ﹤0.01% |
7,869
| – | – |
|
1714
Sotera Health
SHC
$5.43B
| $410K | ﹤0.01% |
36,833
| – | – |
|
1715
The Greenbrier Companies
GBX
$1.43B
| $409K | ﹤0.01% |
8,883
| – | – |
|
1716
Lightspeed Commerce
LSPD
$1.36B
| $408K | ﹤0.01% |
34,846
| – | – |
|
1717
Anavex Life Sciences
AVXL
$321M
| $407K | ﹤0.01% |
44,108
+25,316
| +135% | +$216K |
|
1718
Melco Resorts & Entertainment
MLCO
$2.13B
| $406K | ﹤0.01% |
56,150
| – | – |
|
1719
Ecovyst
ECVT
$1.12B
| $405K | ﹤0.01% |
49,168
+8,986
| +22% | +$63.1K |
|
|
SPNS
1720
DELISTED
Sapiens International
SPNS
| $404K | ﹤0.01% |
13,813
| – | – |
|
|
MRC
1721
DELISTED
MRC Global
MRC
| $404K | ﹤0.01% |
29,437
+4,905
| +20% | +$59.1K |
|
1722
Worthington Steel
WS
$1.95B
| $402K | ﹤0.01% |
13,473
-651
| -5% | -$16.8K |
|
1723
Liberty Media Series A
FWONA
$23.5B
| $402K | ﹤0.01% |
+4,230
| New | +$357K |
|
|
BDN
1724
Brandywine Realty Trust
BDN
$539M
| $401K | ﹤0.01% |
93,578
-337
| -0.4% | -$1.4K |
|
1725
PROG Holdings
PRG
$1.65B
| $400K | ﹤0.01% |
13,637
| – | – |
|
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.