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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 | |
|---|---|---|---|---|---|---|
|
CNH
301
CNH Industrial
CNH
$17.5B
| $22M | 0.05% |
1,706,155
+701,424
| +70% | +$8.66M |
|
302
HEICO Corp
HEI
$51.4B
| $22M | 0.05% |
66,956
+3,810
| +6% | +$1.05M |
|
|
XYZ
303
Block Inc
XYZ
$47.5B
| $21.9M | 0.05% |
322,803
+59,528
| +23% | +$3.46M |
|
304
Badger Meter
BMI
$4.03B
| $21.6M | 0.05% |
88,261
+4,891
| +6% | +$1.11M |
|
305
MasTec
MTZ
$21.9B
| $21M | 0.05% |
123,246
-7,820
| -6% | -$1.13M |
|
306
Deckers Outdoor
DECK
$13.3B
| $20.8M | 0.05% |
201,888
-15,294
| -7% | -$1.69M |
|
307
Watts Water Technologies
WTS
$13.1B
| $20.6M | 0.05% |
83,677
-184
| -0.2% | -$41.4K |
|
308
D.R. Horton
DHI
$42.3B
| $20.4M | 0.05% |
158,407
+7,874
| +5% | +$970K |
|
309
Iron Mountain
IRM
$36.1B
| $20.4M | 0.05% |
198,833
+4,038
| +2% | +$381K |
|
310
PACCAR
PCAR
$70.1B
| $20.3M | 0.05% |
213,874
-72,459
| -25% | -$6.69M |
|
311
Public Service Enterprise Group
PEG
$37.7B
| $20.3M | 0.05% |
240,746
-1,045
| -0.4% | -$84.3K |
|
312
US Bancorp
USB
$99.6B
| $20.2M | 0.05% |
446,780
-226,491
| -34% | -$9.52M |
|
313
Twilio
TWLO
$36.6B
| $20.2M | 0.05% |
162,137
-7,622
| -4% | -$810K |
|
314
Wabtec
WAB
$49.3B
| $20.1M | 0.05% |
95,834
-10,950
| -10% | -$2.11M |
|
315
Align Technology
ALGN
$12.3B
| $19.9M | 0.05% |
105,231
-15,404
| -13% | -$2.72M |
|
316
Atlassian
TEAM
$37.8B
| $19.8M | 0.05% |
97,676
-1,585
| -2% | -$330K |
|
317
Equity Residential
EQR
$25.1B
| $19.8M | 0.05% |
293,160
+453
| +0.2% | +$31.1K |
|
318
Pinduoduo
PDD
$131B
| $19.7M | 0.05% |
188,612
-183,015
| -49% | -$19.2M |
|
319
Tractor Supply
TSCO
$18B
| $19.7M | 0.05% |
372,853
-574,947
| -61% | -$29.4M |
|
320
Fidelity National Information Services
FIS
$22.1B
| $19.7M | 0.05% |
241,447
+4,378
| +2% | +$341K |
|
321
Tradeweb Markets
TW
$21.6B
| $19.7M | 0.05% |
134,226
+86,832
| +183% | +$12.1M |
|
322
Motorola Solutions
MSI
$77.4B
| $19.6M | 0.05% |
46,734
+2,676
| +6% | +$1.12M |
|
323
Corning
GLW
$143B
| $19.6M | 0.05% |
372,061
+205,344
| +123% | +$9.61M |
|
324
Zoetis
ZTS
$30B
| $19.4M | 0.05% |
124,542
-91,194
| -42% | -$14.5M |
|
325
Baker Hughes
BKR
$61.1B
| $19.4M | 0.05% |
505,924
+11,397
| +2% | +$430K |
|
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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.