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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
ANAB icon
2201
AnaptysBio
ANAB
$1.64B
$144K ﹤0.01%
6,498
+4,436
+215% +$92.9K
MBWM icon
2202
Mercantile Bank Corp
MBWM
$1.05B
$144K ﹤0.01%
3,107
– –
THFF icon
2203
First Financial Corp
THFF
$962M
$144K ﹤0.01%
2,659
– –
UTL icon
2204
Unitil
UTL
$966M
$144K ﹤0.01%
2,757
– –
GIC icon
2205
Global Industrial
GIC
$1.52B
$143K ﹤0.01%
5,306
– –
AVNS
2206
DELISTED
Avanos Medical
AVNS
$142K ﹤0.01%
11,631
– –
JACK icon
2207
Jack in the Box
JACK
$340M
$142K ﹤0.01%
8,122
– –
PRAA icon
2208
PRA Group
PRAA
$723M
$139K ﹤0.01%
9,447
– –
DCBO
2209
Docebo
DCBO
$594M
$139K ﹤0.01%
4,815
– –
CNXN icon
2210
PC Connection
CNXN
$2.08B
$139K ﹤0.01%
2,117
– –
AAUC
2211
Allied Gold Corp
AAUC
$2.81B
$139K ﹤0.01%
+10,371
New +$147K
TIXT
2212
DELISTED
TELUS International
TIXT
$138K ﹤0.01%
38,086
– –
VTS icon
2213
Vitesse Energy
VTS
$680M
$138K ﹤0.01%
6,240
– –
CAL icon
2214
Caleres
CAL
$486M
$138K ﹤0.01%
11,262
– –
SIGA icon
2215
SIGA Technologies
SIGA
$210M
$137K ﹤0.01%
21,057
– –
CTBI icon
2216
Community Trust Bancorp
CTBI
$1.41B
$137K ﹤0.01%
2,592
– –
KOS icon
2217
Kosmos Energy
KOS
$1.49B
$137K ﹤0.01%
79,598
-73,977
-48% -$134K
NAMS icon
2218
NewAmsterdam Pharma
NAMS
$3.34B
$137K ﹤0.01%
7,540
+1,550
+26% +$28.3K
JBLU icon
2219
JetBlue
JBLU
$2.13B
$136K ﹤0.01%
32,142
– –
LFST icon
2220
Lifestance Health
LFST
$4.55B
$136K ﹤0.01%
26,218
-20,522
-44% -$123K
IE icon
2221
Ivanhoe Electric
IE
$1.74B
$136K ﹤0.01%
14,910
-672
-4% -$4.67K
ETWO
2222
DELISTED
E2open Parent Holdings
ETWO
$135K ﹤0.01%
41,942
– –
VNQ icon
2223
Vanguard Real Estate ETF
VNQ
$38.6B
$135K ﹤0.01%
1,530
– –
CAPR icon
2224
Capricor Therapeutics
CAPR
$223M
$135K ﹤0.01%
13,591
+345
+3% +$3.64K
TASK icon
2225
TaskUs
TASK
$651M
$135K ﹤0.01%
8,048
– –
87 88
89
90 91

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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.