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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 | |
|---|---|---|---|---|---|---|
2076
Safety Insurance
SAFT
$1.52B
| $198K | ﹤0.01% |
2,491
| – | – |
|
2077
Immunome
IMNM
$2.91B
| $197K | ﹤0.01% |
21,154
+13,143
| +164% | +$108K |
|
2078
Insteel Industries
IIIN
$626M
| $197K | ﹤0.01% |
5,286
+1,450
| +38% | +$48.4K |
|
|
ODP
2079
DELISTED
ODP
ODP
| $196K | ﹤0.01% |
10,792
| – | – |
|
2080
AdvanSix
ASIX
$438M
| $195K | ﹤0.01% |
8,208
| – | – |
|
|
EFC
2081
Ellington Financial
EFC
$1.69B
| $195K | ﹤0.01% |
15,003
-313
| -2% | -$3.98K |
|
|
TWO
2082
Two Harbors Investment
TWO
$1.26B
| $195K | ﹤0.01% |
18,068
| – | – |
|
2083
Enviri
NVRI
$615M
| $195K | ﹤0.01% |
22,408
| – | – |
|
|
KREF
2084
KKR Real Estate Finance Trust
KREF
$492M
| $194K | ﹤0.01% |
22,129
+4,349
| +24% | +$40K |
|
2085
ANI Pharmaceuticals
ANIP
$1.72B
| $194K | ﹤0.01% |
2,971
| – | – |
|
2086
Heritage Financial
HFWA
$1.2B
| $194K | ﹤0.01% |
8,129
| – | – |
|
2087
Spyre Therapeutics
SYRE
$9.29B
| $193K | ﹤0.01% |
+12,873
| New | +$190K |
|
2088
Axogen
AXGN
$2.59B
| $192K | ﹤0.01% |
17,734
+9,833
| +124% | +$129K |
|
2089
Syndax Pharmaceuticals
SNDX
$1.82B
| $192K | ﹤0.01% |
20,541
+7,281
| +55% | +$80.1K |
|
2090
Sally Beauty Holdings
SBH
$1.57B
| $192K | ﹤0.01% |
20,686
| – | – |
|
2091
Cipher Digital
CIFR
$6.78B
| $191K | ﹤0.01% |
39,976
| – | – |
|
2092
FuboTV Inc
FUBO
$276M
| $191K | ﹤0.01% |
4,121
| – | – |
|
2093
Ribbon Communications
RBBN
$367M
| $190K | ﹤0.01% |
47,307
+38,011
| +409% | +$137K |
|
|
SCS
2094
DELISTED
Steelcase
SCS
| $189K | ﹤0.01% |
18,149
| – | – |
|
2095
Kura Oncology
KURA
$874M
| $189K | ﹤0.01% |
32,784
| – | – |
|
2096
Malibu Boats
MBUU
$568M
| $189K | ﹤0.01% |
6,029
| – | – |
|
2097
Centuri Holdings
CTRI
$2.4B
| $186K | ﹤0.01% |
8,300
+4,000
| +93% | +$78.2K |
|
2098
Xerox
XRX
$427M
| $186K | ﹤0.01% |
35,234
| – | – |
|
|
CIM
2099
Chimera Investment
CIM
$980M
| $186K | ﹤0.01% |
13,376
| – | – |
|
2100
Napco Security Technologies
NSSC
$1.43B
| $185K | ﹤0.01% |
6,222
| – | – |
|
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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.