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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
COR icon
226
Cencora
COR
$61.2B
$31.8M 0.08%
105,909
+12,051
+13% +$3.47M
WCN
227
Waste Connections
WCN
$42B
$31.5M 0.08%
169,044
+3,144
+2% +$606K
CMI icon
228
Cummins
CMI
$88.7B
$31.5M 0.08%
96,161
-61,758
-39% -$19.1M
AIG icon
229
American International
AIG
$41.3B
$30.9M 0.08%
360,759
+92,148
+34% +$7.67M
CDNS icon
230
Cadence Design Systems
CDNS
$93.4B
$30.6M 0.07%
99,451
+3,558
+4% +$1.03M
EBAY icon
231
eBay
EBAY
$49.8B
$30.5M 0.07%
409,897
-212,727
-34% -$15.1M
AVY icon
232
Avery Dennison
AVY
$13.4B
$30.3M 0.07%
172,842
+25,013
+17% +$4.38M
NTNX icon
233
Nutanix
NTNX
$16.9B
$30.2M 0.07%
395,560
+121,026
+44% +$8.71M
IEX icon
234
IDEX
IEX
$17.3B
$30.1M 0.07%
171,457
+39,612
+30% +$7.02M
JCI icon
235
Johnson Controls International
JCI
$92.2B
$30.1M 0.07%
284,596
+30,042
+12% +$2.77M
SLF icon
236
Sun Life Financial
SLF
$45.4B
$30M 0.07%
451,279
+6,870
+2% +$421K
TYL icon
237
Tyler Technologies
TYL
$12.8B
$29.8M 0.07%
50,189
+11,077
+28% +$6.27M
GEN icon
238
Gen Digital
GEN
$17.5B
$29.7M 0.07%
1,011,562
+119,631
+13% +$3.27M
CSX icon
239
CSX Corp
CSX
$93.1B
$29.6M 0.07%
906,019
+65,876
+8% +$1.98M
ROP icon
240
Roper Technologies
ROP
$39.8B
$29.1M 0.07%
51,405
+4,471
+10% +$2.53M
APO icon
241
Apollo Global Management
APO
$73.4B
$29.1M 0.07%
205,274
+21,890
+12% +$2.9M
CARR icon
242
Carrier Global
CARR
$52.8B
$28.8M 0.07%
393,865
+13,858
+4% +$940K
VRSK icon
243
Verisk Analytics
VRSK
$25B
$28.8M 0.07%
92,521
+44,864
+94% +$13.6M
CP icon
244
Canadian Pacific Kansas City
CP
$80.5B
$28.7M 0.07%
362,427
+28,238
+8% +$2.17M
VICI icon
245
VICI Properties
VICI
$29.4B
$28.7M 0.07%
880,771
+161,450
+22% +$5.14M
MAA icon
246
Mid-America Apartment Communities
MAA
$15.7B
$28.7M 0.07%
193,609
+38,415
+25% +$5.99M
IT icon
247
Gartner
IT
$11.7B
$28.6M 0.07%
70,839
+9,068
+15% +$3.79M
SNA icon
248
Snap-on
SNA
$21.5B
$28.4M 0.07%
91,202
+10,866
+14% +$3.46M
CNQ icon
249
Canadian Natural Resources
CNQ
$93.8B
$28.3M 0.07%
902,781
+83,429
+10% +$2.53M
KLAC icon
250
KLA
KLAC
$259B
$28.3M 0.07%
315,850
+9,070
+3% +$682K
8 9
10
11 12

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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.