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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
WEAV icon
2176
Weave Communications
WEAV
$426M
$156K ﹤0.01%
18,694
– –
GRC icon
2177
Gorman-Rupp
GRC
$2.16B
$155K ﹤0.01%
4,225
-942
-18% -$33.9K
TDAY
2178
USA Today Co
TDAY
$1.05B
$154K ﹤0.01%
43,001
– –
IBTA icon
2179
Ibotta
IBTA
$729M
$154K ﹤0.01%
4,200
+3,600
+600% +$168K
BFLY icon
2180
Butterfly Network
BFLY
$2.58B
$154K ﹤0.01%
76,778
+40,703
+113% +$93.5K
GOOS
2181
Canada Goose Holdings
GOOS
$849M
$153K ﹤0.01%
13,725
– –
SHEN icon
2182
Shenandoah Telecom
SHEN
$737M
$153K ﹤0.01%
11,177
– –
BBUC
2183
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$5.9B
$151K ﹤0.01%
4,836
+1,927
+66% +$52.7K
CTLP
2184
DELISTED
Cantaloupe
CTLP
$151K ﹤0.01%
13,701
-16,562
-55% -$143K
COGT icon
2185
Cogent Biosciences
COGT
$7.1B
$150K ﹤0.01%
20,918
+13,894
+198% +$77K
BOW
2186
Bowhead Specialty Holdings
BOW
$1.1B
$150K ﹤0.01%
4,000
-3,400
-46% -$130K
DAKT icon
2187
Daktronics
DAKT
$1.03B
$150K ﹤0.01%
9,894
-9,973
-50% -$137K
LPG icon
2188
Dorian LPG
LPG
$1.9B
$149K ﹤0.01%
6,126
-10,989
-64% -$243K
CDRE icon
2189
Cadre Holdings
CDRE
$1.4B
$149K ﹤0.01%
4,668
– –
LYTS icon
2190
LSI Industries
LYTS
$909M
$149K ﹤0.01%
8,740
– –
ICLR icon
2191
Icon
ICLR
$12.8B
$149K ﹤0.01%
1,022
-17
-2% -$2.41K
BFS
2192
Saul Centers
BFS
$839M
$149K ﹤0.01%
4,354
– –
SPFI icon
2193
South Plains Financial
SPFI
$838M
$149K ﹤0.01%
4,122
– –
FMNB icon
2194
Farmers National Banc Corp
FMNB
$931M
$148K ﹤0.01%
10,733
– –
MRTN icon
2195
Marten Transport
MRTN
$1.2B
$148K ﹤0.01%
11,364
– –
HCKT icon
2196
Hackett Group
HCKT
$279M
$147K ﹤0.01%
5,785
-2,345
-29% -$59.7K
TR icon
2197
Tootsie Roll Industries
TR
$2.97B
$147K ﹤0.01%
4,521
– –
MNTK icon
2198
Montauk Renewables
MNTK
$243M
$146K ﹤0.01%
65,823
-30,915
-32% -$65.5K
GERN icon
2199
Geron
GERN
$949M
$146K ﹤0.01%
103,230
-67,211
-39% -$95.3K
MYGN icon
2200
Myriad Genetics
MYGN
$311M
$146K ﹤0.01%
27,410
-150
-0.5% -$886
86 87
88
89 90

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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.