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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 | |
|---|---|---|---|---|---|---|
326
Sherwin-Williams
SHW
$89.8B
| $19.3M | 0.05% |
56,352
-53,851
| -49% | -$18.7M |
|
327
Akamai
AKAM
$15.9B
| $19.3M | 0.05% |
242,406
+36,168
| +18% | +$2.81M |
|
328
Burlington
BURL
$23.2B
| $19.3M | 0.05% |
82,865
+65,500
| +377% | +$15.6M |
|
329
Edison International
EIX
$26.4B
| $19.3M | 0.05% |
373,366
-99,511
| -21% | -$5.45M |
|
|
GRMN
330
Garmin
GRMN
$60B
| $19.1M | 0.05% |
91,547
+14,082
| +18% | +$2.79M |
|
331
Williams-Sonoma
WSM
$29.6B
| $19.1M | 0.05% |
116,739
-23,196
| -17% | -$3.64M |
|
332
Nutrien
NTR
$30.7B
| $19.1M | 0.05% |
327,878
+133,916
| +69% | +$7.57M |
|
333
Monster Beverage
MNST
$88.5B
| $19M | 0.05% |
303,530
+139,568
| +85% | +$8.53M |
|
334
Kinross Gold
KGC
$32.8B
| $18.6M | 0.05% |
1,189,547
+160,736
| +16% | +$2.34M |
|
335
Fastenal
FAST
$59.5B
| $18.3M | 0.04% |
436,530
+39,142
| +10% | +$1.59M |
|
|
ANSS
336
DELISTED
Ansys
ANSS
| $18.3M | 0.04% |
52,181
+6,099
| +13% | +$2M |
|
337
General Dynamics
GD
$106B
| $18.3M | 0.04% |
62,726
+4,475
| +8% | +$1.23M |
|
338
Essex Property Trust
ESS
$18.5B
| $18.1M | 0.04% |
63,766
+5,452
| +9% | +$1.53M |
|
339
PPG Industries
PPG
$26.6B
| $18M | 0.04% |
158,526
+44,915
| +40% | +$4.86M |
|
340
Eversource Energy
ES
$27.2B
| $17.9M | 0.04% |
281,379
-13,368
| -5% | -$824K |
|
341
Trimble
TRMB
$13.9B
| $17.7M | 0.04% |
232,742
+138,783
| +148% | +$9.32M |
|
342
Constellation Brands
STZ
$23.2B
| $17.7M | 0.04% |
108,541
+16,033
| +17% | +$2.88M |
|
343
Ferrovial N.V. Ordinary Shares
FER
$47.9B
| $17.6M | 0.04% |
334,478
+24,201
| +8% | +$1.18M |
|
344
Waters Corp
WAT
$39.9B
| $17.6M | 0.04% |
50,408
+17,012
| +51% | +$5.85M |
|
345
L3Harris
LHX
$53.4B
| $17.6M | 0.04% |
70,010
+1,962
| +3% | +$451K |
|
346
Itron
ITRI
$4.54B
| $17.6M | 0.04% |
133,358
+4,103
| +3% | +$464K |
|
347
Tencent Music
TME
$15.6B
| $17.5M | 0.04% |
898,035
+448,703
| +100% | +$7.05M |
|
348
IQVIA
IQV
$39.3B
| $17.2M | 0.04% |
108,894
+16,939
| +18% | +$2.55M |
|
349
Valmont Industries
VMI
$9.53B
| $17.1M | 0.04% |
52,477
-2,444
| -4% | -$750K |
|
350
AerCap
AER
$23.8B
| $17.1M | 0.04% |
146,400
+4,101
| +3% | +$443K |
|
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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.