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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
GSBC icon
2201
Great Southern Bancorp
GSBC
$859M
$238K ﹤0.01%
3,033
+1,928
+174% +$136K
FWRD icon
2202
Forward Air
FWRD
$574M
$238K ﹤0.01%
17,600
+10,634
+153% +$158K
MBIN icon
2203
Merchants Bancorp
MBIN
$2.45B
$238K ﹤0.01%
4,755
– –
NRDS icon
2204
NerdWallet
NRDS
$633M
$237K ﹤0.01%
25,577
– –
PCT icon
2205
PureCycle Technologies
PCT
$1.31B
$236K ﹤0.01%
29,152
– –
NEXT icon
2206
NextDecade
NEXT
$1.96B
$236K ﹤0.01%
31,347
– –
BLMN icon
2207
Bloomin' Brands
BLMN
$906M
$236K ﹤0.01%
25,805
– –
MAX icon
2208
MediaAlpha
MAX
$681M
$234K ﹤0.01%
18,642
– –
XBI icon
2209
State Street SPDR S&P Biotech ETF
XBI
$11.3B
$232K ﹤0.01%
1,468
-2,441
-62% -$330K
IBTA icon
2210
Ibotta
IBTA
$747M
$232K ﹤0.01%
6,800
– –
INVX
2211
Innovex International
INVX
$2.11B
$231K ﹤0.01%
9,330
– –
LQDT icon
2212
Liquidity Services
LQDT
$1.3B
$229K ﹤0.01%
5,865
– –
GLIBK
2213
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.04B
$229K ﹤0.01%
10,637
– –
DSGR icon
2214
Distribution Solutions Group
DSGR
$1.61B
$229K ﹤0.01%
8,376
+7,399
+757% +$202K
RPC
2215
Ridgepost Capital
RPC
$955M
$228K ﹤0.01%
29,017
– –
JBI icon
2216
Janus International
JBI
$667M
$228K ﹤0.01%
41,119
– –
PCRX icon
2217
Pacira BioSciences
PCRX
$1.03B
$228K ﹤0.01%
8,982
– –
LXU icon
2218
LSB Industries
LXU
$748M
$228K ﹤0.01%
+21,064
New +$282K
SAH icon
2219
Sonic Automotive
SAH
$2.52B
$228K ﹤0.01%
2,685
– –
FG icon
2220
F&G Annuities & Life
FG
$3.14B
$227K ﹤0.01%
8,531
– –
MSEX icon
2221
Middlesex Water
MSEX
$1.1B
$227K ﹤0.01%
4,035
– –
URA icon
2222
Global X Uranium ETF
URA
$6.39B
$225K ﹤0.01%
5,177
-282
-5% -$14.3K
WGO icon
2223
Winnebago Industries
WGO
$865M
$222K ﹤0.01%
7,120
-6,710
-49% -$205K
IIIV icon
2224
i3 Verticals
IIIV
$293M
$221K ﹤0.01%
10,343
– –
FSUN
2225
FirstSun Capital Bancorp
FSUN
$1.76B
$221K ﹤0.01%
5,687
-10,815
-66% -$396K
87 88
89
90 91

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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.