We are live on ! Find out more
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
TOST icon
426
Toast
TOST
$19.9B
$11.7M 0.03%
265,294
+52,888
+25% +$2.08M
BXP icon
427
Boston Properties
BXP
$11.1B
$11.6M 0.03%
172,581
-1,230
-0.7% -$81.9K
IDXX icon
428
Idexx Laboratories
IDXX
$46.2B
$11.6M 0.03%
21,638
-10,537
-33% -$5.04M
NTRS icon
429
Northern Trust
NTRS
$33.9B
$11.5M 0.03%
90,867
-3,014
-3% -$308K
AU icon
430
AngloGold Ashanti
AU
$48.7B
$11.5M 0.03%
252,371
+8,228
+3% +$354K
KHC icon
431
Kraft Heinz
KHC
$30B
$11.4M 0.03%
442,252
+63,878
+17% +$1.77M
ILMN icon
432
Illumina
ILMN
$28.4B
$11.4M 0.03%
119,446
-79,730
-40% -$6.47M
DELL icon
433
Dell
DELL
$293B
$11.4M 0.03%
92,937
-127,436
-58% -$13M
CTRA
434
DELISTED
Coterra Energy
CTRA
$11.4M 0.03%
447,976
-103,347
-19% -$2.62M
BBY icon
435
Best Buy
BBY
$17.3B
$11.3M 0.03%
168,823
-51,166
-23% -$3.48M
RBA icon
436
RB Global
RBA
$17.5B
$11.3M 0.03%
106,426
+42,889
+68% +$4.4M
HUBS icon
437
HubSpot
HUBS
$10.5B
$11.3M 0.03%
20,259
-12,923
-39% -$7.57M
CVE icon
438
Cenovus Energy
CVE
$52.1B
$11.3M 0.03%
830,113
-522,746
-39% -$6.79M
CPRT icon
439
Copart
CPRT
$27.5B
$11.3M 0.03%
229,351
+32,907
+17% +$1.84M
RJF icon
440
Raymond James Financial
RJF
$34B
$11.2M 0.03%
73,084
-116,102
-61% -$16.6M
DDOG icon
441
Datadog
DDOG
$84B
$11.1M 0.03%
82,828
+11,287
+16% +$1.25M
CVNA icon
442
Carvana
CVNA
$77.9B
$11.1M 0.03%
164,160
+47,375
+41% +$2.6M
SW
443
Smurfit Westrock
SW
$25.3B
$11M 0.03%
255,313
+22,484
+10% +$962K
ARES icon
444
Ares Management
ARES
$30.9B
$10.9M 0.03%
62,756
+22,073
+54% +$3.49M
QFIN icon
445
Qfin Holdings
QFIN
$1.61B
$10.9M 0.03%
250,509
+83,357
+50% +$3.48M
ZWS icon
446
Zurn Elkay Water Solutions
ZWS
$8.53B
$10.8M 0.03%
296,564
+226,740
+325% +$7.8M
J icon
447
Jacobs Solutions
J
$17B
$10.8M 0.03%
82,326
-858
-1% -$106K
HSY icon
448
Hershey
HSY
$36.6B
$10.7M 0.03%
64,531
+5,569
+9% +$918K
TTWO icon
449
Take-Two Interactive
TTWO
$46.1B
$10.7M 0.03%
43,929
-85,083
-66% -$19.2M
RF icon
450
Regions Financial
RF
$26.8B
$10.7M 0.03%
453,217
-566,233
-56% -$12M
16 17
18
19 20

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.