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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
VTS icon
2301
Vitesse Energy
VTS
$724M
$149K ﹤0.01%
9,439
– –
HNRG icon
2302
Hallador Energy
HNRG
$766M
$148K ﹤0.01%
8,513
– –
ASPI icon
2303
ASP Isotopes
ASPI
$595M
$147K ﹤0.01%
23,600
– –
TMQ
2304
Trilogy Metals
TMQ
$625M
$147K ﹤0.01%
41,780
-45,009
-52% -$185K
LBRDA
2305
DELISTED
Liberty Broadband Class A
LBRDA
$142K ﹤0.01%
4,252
– –
NB
2306
NioCorp Developments
NB
$601M
$140K ﹤0.01%
29,100
-37,461
-56% -$205K
HTZ icon
2307
Hertz
HTZ
$763M
$139K ﹤0.01%
61,390
– –
REPX icon
2308
Riley Exploration Permian
REPX
$848M
$139K ﹤0.01%
4,214
– –
SBGI icon
2309
Sinclair Inc
SBGI
$1.04B
$137K ﹤0.01%
9,617
– –
GERN icon
2310
Geron
GERN
$970M
$132K ﹤0.01%
103,230
– –
TRAX
2311
First Tracks Biotherapeutics
TRAX
$1.5B
$131K ﹤0.01%
+6,498
New +$121K
DNUT icon
2312
Krispy Kreme
DNUT
$602M
$129K ﹤0.01%
36,684
– –
UHAL icon
2313
U-Haul Holding Co
UHAL
$13.3B
$129K ﹤0.01%
1,978
– –
SERV
2314
Serve Robotics
SERV
$436M
$129K ﹤0.01%
19,671
-19,530
-50% -$163K
BOBS
2315
Bobs Discount Furniture
BOBS
$2.26B
$129K ﹤0.01%
+8,147
New +$101K
XE
2316
X-Energy Inc
XE
$4.95B
$128K ﹤0.01%
+6,995
New +$181K
LI icon
2317
Li Auto
LI
$12B
$128K ﹤0.01%
10,918
+30
+0.3% +$492
WOOF icon
2318
Petco
WOOF
$771M
$128K ﹤0.01%
46,883
– –
ETD icon
2319
Ethan Allen Interiors
ETD
$597M
$127K ﹤0.01%
5,677
– –
NMAX
2320
Newsmax Inc
NMAX
$1.38B
$124K ﹤0.01%
+14,939
New +$107K
EVER icon
2321
EverQuote
EVER
$904M
$123K ﹤0.01%
5,178
– –
JBSS icon
2322
John B. Sanfilippo & Son
JBSS
$873M
$122K ﹤0.01%
1,420
– –
ROOT icon
2323
Root
ROOT
$874M
$121K ﹤0.01%
2,166
– –
IMSR
2324
Terrestrial Energy
IMSR
$540M
$121K ﹤0.01%
+17,093
New +$126K
BOW
2325
Bowhead Specialty Holdings
BOW
$1.11B
$120K ﹤0.01%
4,000
– –
91 92
93
94 95

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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.