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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+25.92%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
AUM
$52.2B
AUM Growth
+$6.23B
Cap. Flow
-$738M
Cap. Flow %
-1.41%
Top 10 Hldgs %
33.24%
Holding
2,615
New
60
Increased
1,027
Reduced
660
Closed
66

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$235M
2
MS icon
Morgan Stanley
MS
+$146M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$116M
4
MU icon
Micron Technology
MU
+$115M
5
XOM icon
ExxonMobil
XOM
+$86.2M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$335M
2
INTC icon
Intel
INTC
+$166M
3
NVDA icon
NVIDIA
NVDA
+$143M
4
JPM icon
JPMorgan Chase
JPM
+$141M
5
KLAC icon
KLA
KLAC
+$133M

Sector Composition

Rank Sector Weight
1 Technology 33.28%
2 Financials 16.42%
3 Healthcare 10.64%
4 Industrials 9.13%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PMT
2176
PennyMac Mortgage Investment
PMT
$814M
$259K ﹤0.01%
22,991
– –
AHCO icon
2177
AdaptHealth
AHCO
$772M
$259K ﹤0.01%
24,888
-13,915
-36% -$155K
DOLE icon
2178
Dole
DOLE
$1.3B
$257K ﹤0.01%
+18,722
New +$273K
OCFC icon
2179
OceanFirst Financial
OCFC
$1.82B
$256K ﹤0.01%
13,132
– –
ICFI icon
2180
ICF International
ICFI
$1.62B
$255K ﹤0.01%
3,506
– –
EE icon
2181
Excelerate Energy
EE
$1.21B
$254K ﹤0.01%
6,692
– –
UWMC icon
2182
UWM Holdings
UWMC
$2.39B
$254K ﹤0.01%
110,780
+60,018
+118% +$187K
ITA icon
2183
iShares US Aerospace & Defense ETF
ITA
$14B
$253K ﹤0.01%
1,057
– –
WGS icon
2184
GeneDx Holdings
WGS
$2.57B
$252K ﹤0.01%
3,675
– –
CARS icon
2185
Cars.com
CARS
$639M
$252K ﹤0.01%
23,049
– –
IAUX
2186
i-80 Gold Corp
IAUX
$1.6B
$250K ﹤0.01%
172,336
– –
FCBC icon
2187
First Community Bankshares
FCBC
$925M
$249K ﹤0.01%
5,601
– –
UA icon
2188
Under Armour Class C
UA
$2.12B
$246K ﹤0.01%
39,585
-72
-0.2% -$415
TR icon
2189
Tootsie Roll Industries
TR
$3.1B
$246K ﹤0.01%
6,219
– –
KODK icon
2190
Kodak
KODK
$885M
$246K ﹤0.01%
+26,553
New +$291K
JCAP
2191
Jefferson Capital
JCAP
$1.21B
$246K ﹤0.01%
12,611
– –
DRVN icon
2192
Driven Brands
DRVN
$2.06B
$245K ﹤0.01%
17,603
– –
BFST icon
2193
Business First Bancshares
BFST
$1.02B
$245K ﹤0.01%
7,978
– –
GTM
2194
ZoomInfo Technologies
GTM
$1.22B
$244K ﹤0.01%
83,414
– –
VRTS icon
2195
Virtus Investment Partners
VRTS
$1.13B
$244K ﹤0.01%
1,697
+1,284
+311% +$181K
CRON
2196
Cronos Group
CRON
$1.25B
$241K ﹤0.01%
87,123
+50,630
+139% +$136K
CENT icon
2197
Central Garden & Pet Co
CENT
$2.74B
$240K ﹤0.01%
5,407
– –
PD icon
2198
PagerDuty
PD
$1.07B
$239K ﹤0.01%
24,799
– –
PGEN icon
2199
Precigen
PGEN
$2.49B
$239K ﹤0.01%
41,979
-29,785
-42% -$129K
KFRC icon
2200
Kforce
KFRC
$1.04B
$238K ﹤0.01%
5,071
– –
86 87
88
89 90

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DB
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Zurich Cantonal Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Cantonal Bank held 2,615 positions worth $52.2B, up 14% from $46B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 4.8%. Zurich Cantonal Bank opened 60 new positions and exited 66, leaving the 2,615-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Cantonal Bank's largest Q2 2026 buy was State Street SPDR S&P Global Natural Resources ETF: 431,270 shares worth $28.9M.
  • Zurich Cantonal Bank added most to Advanced Micro Devices in Q2 2026, an estimated $235M increase.
  • Zurich Cantonal Bank's biggest Q2 2026 reduction was Microsoft, cutting an estimated $335M.
  • Zurich Cantonal Bank fully exited Hologic in Q2 2026, selling an estimated $9.61M.
  • Zurich Cantonal Bank's ten largest holdings make up 33% of its $52.2B portfolio in Q2 2026.
  • Zurich Cantonal Bank opened 60 new positions and closed 66 in Q2 2026.
  • Zurich Cantonal Bank's portfolio value rose 14% quarter-over-quarter to $52.2B.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.