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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
TDW icon
2251
Tidewater
TDW
$4.46B
$124K ﹤0.01%
2,696
– –
CLB icon
2252
Core Laboratories
CLB
$561M
$124K ﹤0.01%
10,787
– –
GPGI
2253
GPGI Inc
GPGI
$4.16B
$124K ﹤0.01%
8,803
-1,744
-17% -$21.4K
WSR
2254
DELISTED
Whitestone REIT
WSR
$124K ﹤0.01%
9,930
-1,067
-10% -$13.6K
NIO icon
2255
NIO
NIO
$12.1B
$124K ﹤0.01%
36,058
+6,471
+22% +$24.1K
ZIP icon
2256
ZipRecruiter
ZIP
$414M
$122K ﹤0.01%
24,423
– –
GES
2257
DELISTED
Guess Inc
GES
$122K ﹤0.01%
10,092
– –
TRST
2258
Trustco Bank Corp NY
TRST
$931M
$121K ﹤0.01%
3,608
– –
RVLV icon
2259
Revolve Group
RVLV
$1.73B
$120K ﹤0.01%
5,999
– –
XRN
2260
Chiron Real Estate Inc
XRN
$475M
$120K ﹤0.01%
3,465
– –
AGNT
2261
AGNT Inc
AGNT
$715M
$119K ﹤0.01%
13,099
– –
CVLG icon
2262
Covenant Logistics
CVLG
$843M
$119K ﹤0.01%
4,940
– –
OXM icon
2263
Oxford Industries
OXM
$556M
$118K ﹤0.01%
2,942
– –
ESTA icon
2264
Establishment Labs
ESTA
$2.21B
$117K ﹤0.01%
2,746
– –
TRTX
2265
TPG RE Finance Trust
TRTX
$608M
$117K ﹤0.01%
15,186
– –
BXC icon
2266
BlueLinx
BXC
$719M
$117K ﹤0.01%
1,567
-499
-24% -$34.9K
GNK icon
2267
Genco Shipping & Trading
GNK
$1.09B
$117K ﹤0.01%
8,915
-65
-0.7% -$860
ADAM
2268
Adamas Trust
ADAM
$880M
$116K ﹤0.01%
17,387
– –
NABL icon
2269
N-able
NABL
$605M
$116K ﹤0.01%
14,352
– –
VSTS icon
2270
Vestis
VSTS
$1.83B
$116K ﹤0.01%
20,284
– –
IBRX icon
2271
ImmunityBio
IBRX
$7.94B
$116K ﹤0.01%
43,992
– –
UVE icon
2272
Universal Insurance Holdings
UVE
$1.21B
$116K ﹤0.01%
4,187
-1,642
-28% -$41.7K
FTRE icon
2273
Fortrea Holdings
FTRE
$1.81B
$116K ﹤0.01%
23,494
– –
MNRO icon
2274
Monro
MNRO
$368M
$116K ﹤0.01%
7,749
– –
BATRA icon
2275
Atlanta Braves Holdings Series A
BATRA
$3.42B
$115K ﹤0.01%
2,340
– –
89 90
91
92 93

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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.