We are live on ! Find out more
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
JBSS icon
2326
John B. Sanfilippo & Son
JBSS
$966M
$89.8K ﹤0.01%
1,420
– –
VTLE
2327
DELISTED
Vital Energy
VTLE
$89.6K ﹤0.01%
5,570
+960
+21% +$15.7K
VERV
2328
DELISTED
Verve Therapeutics
VERV
$89.5K ﹤0.01%
7,973
-192
-2% -$1.09K
CODI icon
2329
Compass Diversified
CODI
$834M
$89.5K ﹤0.01%
14,244
– –
CCRN
2330
DELISTED
Cross Country Healthcare
CCRN
$88.9K ﹤0.01%
6,812
-6,239
-48% -$85.7K
CASS icon
2331
Cass Information Systems
CASS
$734M
$85.7K ﹤0.01%
1,972
– –
NUVB icon
2332
Nuvation Bio
NUVB
$2.32B
$83.9K ﹤0.01%
43,050
– –
SCHL icon
2333
Scholastic
SCHL
$808M
$81.9K ﹤0.01%
3,905
– –
CHCT
2334
Community Healthcare Trust
CHCT
$434M
$81.8K ﹤0.01%
4,921
-4,081
-45% -$67.3K
GDRX icon
2335
GoodRx Holdings
GDRX
$1.25B
$79.7K ﹤0.01%
16,006
– –
SEMR
2336
DELISTED
Semrush
SEMR
$79.1K ﹤0.01%
8,744
– –
SHOE
2337
Shoe Station Group
SHOE
$437M
$78.5K ﹤0.01%
4,196
– –
ARHS icon
2338
Arhaus
ARHS
$1.34B
$77.8K ﹤0.01%
8,979
– –
USNA icon
2339
Usana Health Sciences
USNA
$265M
$76.5K ﹤0.01%
2,507
– –
RXST icon
2340
RxSight
RXST
$273M
$75.9K ﹤0.01%
5,840
– –
WOOF icon
2341
Petco
WOOF
$762M
$75.6K ﹤0.01%
26,701
– –
NOA
2342
North American Construction
NOA
$395M
$75.2K ﹤0.01%
4,711
– –
VRTS icon
2343
Virtus Investment Partners
VRTS
$1.11B
$74.9K ﹤0.01%
413
– –
SLQT icon
2344
SelectQuote
SLQT
$123M
$74.3K ﹤0.01%
31,202
– –
UROY
2345
Uranium Royalty Corp
UROY
$1.58B
$73.3K ﹤0.01%
29,319
-1,348
-4% -$2.73K
STGW icon
2346
Stagwell
STGW
$2.22B
$73K ﹤0.01%
16,214
-10,482
-39% -$52.7K
PUBM icon
2347
PubMatic
PUBM
$809M
$72.8K ﹤0.01%
5,852
-11,079
-65% -$117K
OPK icon
2348
Opko Health
OPK
$1.04B
$72.8K ﹤0.01%
55,140
– –
KLC
2349
KinderCare Learning Companies
KLC
$597M
$72.7K ﹤0.01%
7,197
– –
CRNT icon
2350
Ceragon Networks
CRNT
$191M
$72.6K ﹤0.01%
29,531
-1,235
-4% -$2.82K
92 93
94
95 96

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.