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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
PNC icon
351
PNC Financial Services
PNC
$101B
$17.1M 0.04%
91,574
-81,100
-47% -$13.7M
GGG icon
352
Graco
GGG
$13.5B
$17M 0.04%
198,099
-25,470
-11% -$2.11M
MAR icon
353
Marriott International
MAR
$92.3B
$17M 0.04%
62,171
+13,684
+28% +$3.43M
IR icon
354
Ingersoll Rand
IR
$33.7B
$16.9M 0.04%
203,362
+805
+0.4% +$63.4K
MWA icon
355
Mueller Water Products
MWA
$4.16B
$16.7M 0.04%
694,868
-7,420
-1% -$184K
CHKP icon
356
Check Point Software Technologies
CHKP
$13.1B
$16.5M 0.04%
74,386
+10,338
+16% +$2.27M
TRP icon
357
TC Energy
TRP
$65.9B
$16.4M 0.04%
337,021
-15,071
-4% -$740K
IFF icon
358
International Flavors & Fragrances
IFF
$21.9B
$16.2M 0.04%
220,202
-96,979
-31% -$7.32M
HUM icon
359
Humana
HUM
$46.2B
$16.2M 0.04%
66,215
+11,727
+22% +$2.92M
PODD icon
360
Insulet
PODD
$9.79B
$16.1M 0.04%
51,372
+10,990
+27% +$3.17M
AEP icon
361
American Electric Power
AEP
$68.4B
$16M 0.04%
154,164
+18,821
+14% +$1.96M
FTV icon
362
Fortive
FTV
$18.6B
$16M 0.04%
306,352
-145,688
-32% -$7.63M
CCL icon
363
Carnival Corporation Ltd
CCL
$39.7B
$15.9M 0.04%
566,391
+38,376
+7% +$821K
PCG icon
364
PG&E
PCG
$38.5B
$15.9M 0.04%
1,138,063
-127,984
-10% -$2.08M
EXPE icon
365
Expedia Group
EXPE
$37.3B
$15.8M 0.04%
93,865
+35,873
+62% +$5.82M
FFIV icon
366
F5
FFIV
$22.7B
$15.4M 0.04%
52,266
-24,498
-32% -$6.77M
WTW icon
367
Willis Towers Watson
WTW
$32B
$15.3M 0.04%
50,002
-40,425
-45% -$12.5M
STLA icon
368
Stellantis
STLA
$20.8B
$15.3M 0.04%
1,532,954
-163,757
-10% -$1.61M
DOV icon
369
Dover
DOV
$28.4B
$15.3M 0.04%
83,450
+10,984
+15% +$1.91M
ARE icon
370
Alexandria Real Estate Equities
ARE
$8.56B
$15.3M 0.04%
210,068
+49,817
+31% +$3.7M
ACGL icon
371
Arch Capital
ACGL
$33.6B
$15.3M 0.04%
167,553
-56
-0% -$5.17K
SSNC icon
372
SS&C Technologies
SSNC
$18.6B
$15.2M 0.04%
183,873
+95,796
+109% +$7.53M
PRU icon
373
Prudential Financial
PRU
$41.8B
$14.9M 0.04%
138,968
-148,039
-52% -$15.3M
DOC icon
374
Healthpeak Properties
DOC
$14.8B
$14.9M 0.04%
851,116
+210,214
+33% +$3.73M
VST icon
375
Vistra
VST
$47.4B
$14.9M 0.04%
76,806
+4,507
+6% +$667K
13 14
15
16 17

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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.