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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
(+17%)
Cap. Flow
+$2.16B
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
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 |
Apple
AAPL
|
+$167M |
| 3 |
Microsoft
MSFT
|
+$148M |
| 4 |
NVIDIA
NVDA
|
+$141M |
| 5 |
UBS Group
UBS
|
+$123M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$104M |
| 2 |
CME Group
CME
|
+$92.2M |
| 3 |
Procter & Gamble
PG
|
+$67.1M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
251
Broadridge
BR
$19B
| $28.2M | 0.07% |
116,051
+4,174
| +4% | +$992K |
|
252
EQT Corp
EQT
$32.3B
| $28.1M | 0.07% |
481,427
+194,814
| +68% | +$10.5M |
|
253
News Corp Class A
NWSA
$15.4B
| $28.1M | 0.07% |
944,520
+871,015
| +1,185% | +$23.9M |
|
254
Zoom
ZM
$30.6B
| $27.9M | 0.07% |
357,570
+203,586
| +132% | +$15.7M |
|
255
Ameriprise Financial
AMP
$48.8B
| $27.8M | 0.07% |
52,054
+7,771
| +18% | +$3.84M |
|
256
United Rentals
URI
$72.4B
| $27.8M | 0.07% |
36,847
-53,251
| -59% | -$35.6M |
|
257
Oneok
OKE
$54.5B
| $27.7M | 0.07% |
339,711
+44,504
| +15% | +$3.71M |
|
258
Strategy Inc
MSTR
$38.4B
| $27.6M | 0.07% |
68,353
+18,671
| +38% | +$6.8M |
|
259
Ferrari
RACE
$72.5B
| $27.6M | 0.07% |
56,525
-29,089
| -34% | -$13.5M |
|
260
Aflac
AFL
$62.6B
| $27.5M | 0.07% |
261,124
+3,660
| +1% | +$385K |
|
261
Freeport-McMoran
FCX
$97.5B
| $27.5M | 0.07% |
633,431
+220,023
| +53% | +$8.36M |
|
262
Extra Space Storage
EXR
$31.6B
| $27.3M | 0.07% |
185,395
+15,154
| +9% | +$2.21M |
|
263
Charter Communications
CHTR
$18.2B
| $27.2M | 0.07% |
66,424
+46,043
| +226% | +$17.6M |
|
264
Edwards Lifesciences
EW
$51.7B
| $27M | 0.07% |
345,677
+91,513
| +36% | +$6.83M |
|
265
Airbnb
ABNB
$107B
| $26.7M | 0.07% |
202,083
+37,826
| +23% | +$4.79M |
|
266
Blackstone
BX
$110B
| $26.7M | 0.07% |
178,594
+19,163
| +12% | +$2.63M |
|
267
Xylem
XYL
$28.1B
| $26.7M | 0.07% |
206,258
-1,746
| -0.8% | -$211K |
|
268
Kroger
KR
$34.8B
| $26.7M | 0.07% |
371,873
+64,395
| +21% | +$4.45M |
|
269
Bentley Systems
BSY
$10.6B
| $26.3M | 0.06% |
488,184
+211,231
| +76% | +$9.78M |
|
270
NXP Semiconductors
NXPI
$60.4B
| $26.3M | 0.06% |
120,582
-16,982
| -12% | -$3.32M |
|
271
Becton Dickinson
BDX
$48.2B
| $26.3M | 0.06% |
152,882
+79,596
| +109% | +$14.6M |
|
272
Air Products & Chemicals
APD
$67.6B
| $26M | 0.06% |
92,349
+334
| +0.4% | +$91.4K |
|
273
FedEx
FDX
$75.4B
| $25.7M | 0.06% |
113,255
+10,456
| +10% | +$2.29M |
|
274
Applovin
APP
$116B
| $25.1M | 0.06% |
71,676
+19,870
| +38% | +$6.44M |
|
275
Principal Financial Group
PFG
$24.3B
| $24.9M | 0.06% |
313,766
+21,787
| +7% | +$1.67M |
|
Similar funds
LP
TI
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.