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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
STT icon
401
State Street
STT
$50.7B
$13.2M 0.03%
123,948
-2,015
-2% -$186K
DD icon
402
DuPont de Nemours
DD
$19.2B
$13.1M 0.03%
151,975
+1,643
+1% +$137K
ULTA icon
403
Ulta Beauty
ULTA
$24.3B
$13.1M 0.03%
27,954
+16,180
+137% +$6.69M
UDR icon
404
UDR
UDR
$12.3B
$13.1M 0.03%
319,902
+16,842
+6% +$697K
KIM icon
405
Kimco Realty
KIM
$16.4B
$13M 0.03%
620,196
-639,585
-51% -$13.3M
NSC icon
406
Norfolk Southern
NSC
$75.1B
$12.9M 0.03%
50,500
+1,540
+3% +$363K
D icon
407
Dominion Energy
D
$59.3B
$12.9M 0.03%
228,360
+52,113
+30% +$2.86M
WEC icon
408
WEC Energy
WEC
$35.1B
$12.9M 0.03%
123,800
+36,158
+41% +$3.85M
IP icon
409
International Paper
IP
$22B
$12.9M 0.03%
274,687
+73,743
+37% +$3.49M
CNC icon
410
Centene
CNC
$32.5B
$12.8M 0.03%
235,443
-13,692
-5% -$803K
REG icon
411
Regency Centers
REG
$14.1B
$12.7M 0.03%
178,988
-84,481
-32% -$6.04M
GM icon
412
General Motors
GM
$76.8B
$12.7M 0.03%
258,753
-451,217
-64% -$21.4M
CPT icon
413
Camden Property Trust
CPT
$11.3B
$12.5M 0.03%
111,050
+18,330
+20% +$2.11M
BLDR icon
414
Builders FirstSource
BLDR
$8.04B
$12.5M 0.03%
107,194
+65,581
+158% +$7.57M
NI icon
415
NiSource
NI
$20.4B
$12.5M 0.03%
310,015
+67,187
+28% +$2.63M
XEL icon
416
Xcel Energy
XEL
$48.8B
$12.3M 0.03%
181,278
+7,230
+4% +$501K
INCY icon
417
Incyte
INCY
$24.4B
$12.3M 0.03%
180,808
-152,542
-46% -$9.66M
CCEP icon
418
Coca-Cola Europacific Partners
CCEP
$47.9B
$12.3M 0.03%
132,789
+2,618
+2% +$234K
B
419
Barrick Mining
B
$73.2B
$12.2M 0.03%
589,086
+72,244
+14% +$1.41M
BAX icon
420
Baxter International
BAX
$14.2B
$12.1M 0.03%
398,906
+132,344
+50% +$4.01M
P
421
Everpure Inc
P
$29.9B
$12M 0.03%
209,233
+88,870
+74% +$4.42M
CCJ icon
422
Cameco
CCJ
$42.4B
$11.9M 0.03%
161,070
-137,077
-46% -$7.31M
BMRN icon
423
BioMarin Pharmaceuticals
BMRN
$12.4B
$11.9M 0.03%
216,780
+8,325
+4% +$490K
TTD icon
424
Trade Desk
TTD
$6.49B
$11.9M 0.03%
165,201
+10,138
+7% +$647K
TSM icon
425
TSMC
TSM
$2.18T
$11.8M 0.03%
52,232
+6,789
+15% +$1.26M
15 16
17
18 19

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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.