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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
BBT
1776
Beacon Financial Corp
BBT
$2.66B
$373K ﹤0.01%
14,916
-9,410
-39% -$234K
HG icon
1777
Hamilton Insurance Group
HG
$3.42B
$373K ﹤0.01%
17,232
+3,101
+22% +$62.4K
XBI icon
1778
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$372K ﹤0.01%
4,486
-90
-2% -$7.18K
NXRT
1779
NexPoint Residential Trust
NXRT
$643M
$372K ﹤0.01%
11,167
– –
AMAL icon
1780
Amalgamated Financial
AMAL
$1.49B
$372K ﹤0.01%
11,910
+440
+4% +$12.9K
PRKS icon
1781
United Parks & Resorts
PRKS
$2B
$371K ﹤0.01%
7,867
– –
DVAX
1782
DELISTED
Dynavax Technologies
DVAX
$368K ﹤0.01%
37,129
+6,209
+20% +$65.4K
URA icon
1783
Global X Uranium ETF
URA
$6.3B
$367K ﹤0.01%
9,594
– –
HLIO icon
1784
Helios Technologies
HLIO
$2.67B
$364K ﹤0.01%
10,916
+1,747
+19% +$52.6K
SUPN icon
1785
Supernus Pharmaceuticals
SUPN
$2.78B
$364K ﹤0.01%
11,549
-3,115
-21% -$99.8K
FBK icon
1786
FB Financial Corp
FBK
$3.04B
$364K ﹤0.01%
8,030
+1,011
+14% +$43.9K
IESC icon
1787
IES Holdings
IESC
$14.9B
$362K ﹤0.01%
1,223
– –
KMT icon
1788
Kennametal
KMT
$2.37B
$362K ﹤0.01%
15,770
– –
GRND icon
1789
Grindr
GRND
$2.86B
$362K ﹤0.01%
15,927
+5,234
+49% +$115K
TIC
1790
TIC Solutions Inc
TIC
$2.3B
$361K ﹤0.01%
+32,700
New +$337K
NTGR icon
1791
NETGEAR
NTGR
$639M
$361K ﹤0.01%
12,409
+357
+3% +$9.59K
MXL icon
1792
MaxLinear
MXL
$6.33B
$360K ﹤0.01%
25,355
– –
HUBG icon
1793
HUB Group
HUBG
$2.47B
$360K ﹤0.01%
10,777
-1,811
-14% -$60.8K
AUPH icon
1794
Aurinia Pharmaceuticals
AUPH
$2.06B
$360K ﹤0.01%
42,496
-145
-0.3% -$1.16K
SGRY icon
1795
Surgery Partners
SGRY
$2B
$359K ﹤0.01%
16,171
-4,987
-24% -$111K
AHRT
1796
AH Realty Trust
AHRT
$504M
$358K ﹤0.01%
52,126
-26,956
-34% -$187K
PLAY icon
1797
Dave & Buster's
PLAY
$346M
$358K ﹤0.01%
11,890
– –
SPT icon
1798
Sprout Social
SPT
$627M
$355K ﹤0.01%
16,976
– –
VSH icon
1799
Vishay Intertechnology
VSH
$5.12B
$354K ﹤0.01%
22,312
+5,642
+34% +$78.4K
DTCR icon
1800
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.13B
$354K ﹤0.01%
19,205
– –
70 71
72
73 74

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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.