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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
LULU icon
376
lululemon athletica
LULU
$14.6B
$14.9M 0.04%
62,574
+1,892
+3% +$521K
OTIS icon
377
Otis Worldwide
OTIS
$28.2B
$14.8M 0.04%
149,639
+9,963
+7% +$962K
EXE
378
Expand Energy Corp
EXE
$21.5B
$14.5M 0.04%
123,844
+33,385
+37% +$3.73M
AZO icon
379
AutoZone
AZO
$51.1B
$14.3M 0.04%
3,861
+255
+7% +$940K
GIL icon
380
Gildan
GIL
$10.6B
$14.3M 0.03%
289,901
+41,161
+17% +$1.89M
OXY icon
381
Occidental Petroleum
OXY
$55.9B
$14.2M 0.03%
337,918
+1,799
+0.5% +$75.2K
LPLA icon
382
LPL Financial
LPLA
$28.6B
$14M 0.03%
37,383
+9,230
+33% +$3.23M
RBLX icon
383
Roblox
RBLX
$27B
$14M 0.03%
132,765
+30,033
+29% +$2.36M
SUI icon
384
Sun Communities
SUI
$14.7B
$13.9M 0.03%
110,270
+16,593
+18% +$2.06M
GWW icon
385
W.W. Grainger
GWW
$60.2B
$13.9M 0.03%
13,369
-1,132
-8% -$1.18M
INVH icon
386
Invitation Homes
INVH
$18B
$13.8M 0.03%
421,419
+8,090
+2% +$272K
DVN icon
387
Devon Energy
DVN
$47.3B
$13.8M 0.03%
434,174
+127,185
+41% +$4.05M
KMB icon
388
Kimberly-Clark
KMB
$36.5B
$13.8M 0.03%
107,042
-141,474
-57% -$19.2M
AMH icon
389
American Homes 4 Rent
AMH
$12.5B
$13.8M 0.03%
381,537
+26,466
+7% +$979K
DXCM icon
390
DexCom
DXCM
$32B
$13.6M 0.03%
156,262
-81,597
-34% -$6.4M
EFX icon
391
Equifax
EFX
$21.4B
$13.6M 0.03%
52,395
+5,324
+11% +$1.35M
KMI icon
392
Kinder Morgan
KMI
$68.7B
$13.6M 0.03%
461,621
-477,267
-51% -$13.1M
DOW icon
393
Dow Inc
DOW
$21.2B
$13.6M 0.03%
511,769
+189,783
+59% +$5.52M
OKTA icon
394
Okta
OKTA
$25.8B
$13.5M 0.03%
135,076
-19,181
-12% -$2.05M
CYBR
395
DELISTED
CyberArk
CYBR
$13.4M 0.03%
32,911
+135
+0.4% +$49.2K
CSGP icon
396
CoStar Group
CSGP
$12.3B
$13.3M 0.03%
165,824
+451
+0.3% +$35.1K
YUMC icon
397
Yum China
YUMC
$16.3B
$13.3M 0.03%
297,717
+64,821
+28% +$2.9M
LNG icon
398
Cheniere Energy
LNG
$52.9B
$13.2M 0.03%
54,366
-541
-1% -$125K
HEI.A icon
399
HEICO Corp Class A
HEI.A
$37.2B
$13.2M 0.03%
51,092
-7,283
-12% -$1.59M
TFC icon
400
Truist Financial
TFC
$64B
$13.2M 0.03%
306,909
-250,576
-45% -$9.8M
14 15
16
17 18

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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.