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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
LIND icon
2351
Lindblad Expeditions
LIND
$2.16B
$72.6K ﹤0.01%
6,220
– –
CRSR icon
2352
Corsair Gaming
CRSR
$1.48B
$72.1K ﹤0.01%
7,644
– –
PPTA
2353
Perpetua Resources
PPTA
$3.11B
$71.8K ﹤0.01%
5,922
-10,868
-65% -$146K
KIDS icon
2354
OrthoPediatrics
KIDS
$608M
$71.8K ﹤0.01%
3,341
– –
BOC icon
2355
Boston Omaha
BOC
$429M
$71.6K ﹤0.01%
5,101
– –
ARVN icon
2356
Arvinas
ARVN
$589M
$70.9K ﹤0.01%
9,634
– –
NFE icon
2357
New Fortress Energy
NFE
$97.1M
$70.7K ﹤0.01%
21,310
– –
CTKB icon
2358
Cytek Biosciences
CTKB
$607M
$70.4K ﹤0.01%
20,701
– –
MGIC
2359
DELISTED
Magic Software Enterprises
MGIC
$70.3K ﹤0.01%
3,679
– –
CRON
2360
Cronos Group
CRON
$1.11B
$69.8K ﹤0.01%
36,493
-17,449
-32% -$33.1K
RCKT icon
2361
Rocket Pharmaceuticals
RCKT
$399M
$69.8K ﹤0.01%
28,470
-89
-0.3% -$451
TLRY icon
2362
Tilray
TLRY
$602M
$69.7K ﹤0.01%
16,819
– –
GOLD
2363
Gold.com Inc
GOLD
$1.26B
$68.3K ﹤0.01%
3,080
– –
ATEX icon
2364
Anterix
ATEX
$1.81B
$67.9K ﹤0.01%
2,649
– –
HPK icon
2365
HighPeak Energy
HPK
$1B
$67.6K ﹤0.01%
6,896
– –
FOR icon
2366
Forestar Group
FOR
$1.45B
$67.3K ﹤0.01%
3,366
– –
SBGI icon
2367
Sinclair Inc
SBGI
$994M
$66.8K ﹤0.01%
4,831
-3,499
-42% -$49.8K
DGICA icon
2368
Donegal Group Class A
DGICA
$693M
$66.6K ﹤0.01%
3,325
– –
GSBC icon
2369
Great Southern Bancorp
GSBC
$874M
$65K ﹤0.01%
1,105
– –
VTOL icon
2370
Bristow Group
VTOL
$1.38B
$64.7K ﹤0.01%
1,961
– –
MCBS icon
2371
MetroCity Bankshares
MCBS
$1.02B
$64.6K ﹤0.01%
2,259
– –
HTLD icon
2372
Heartland Express
HTLD
$911M
$64.4K ﹤0.01%
7,449
– –
CTOS icon
2373
Custom Truck One Source
CTOS
$2.42B
$64.3K ﹤0.01%
13,010
– –
WRLD icon
2374
World Acceptance Corp
WRLD
$871M
$63.7K ﹤0.01%
386
– –
ASPN icon
2375
Aspen Aerogels
ASPN
$521M
$63.4K ﹤0.01%
10,703
-14,530
-58% -$83.6K
93 94
95
96 97

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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.