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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 | |
|---|---|---|---|---|---|---|
451
Paycom
PAYC
$9.69B
| $10.6M | 0.03% |
45,947
-10,465
| -19% | -$2.48M |
|
452
United Therapeutics
UTHR
$23.1B
| $10.6M | 0.03% |
36,823
-9,923
| -21% | -$2.97M |
|
453
Phillips 66
PSX
$81.4B
| $10.6M | 0.03% |
88,471
-451
| -0.5% | -$50.5K |
|
454
Aecom
ACM
$9.75B
| $10.6M | 0.03% |
93,483
+9,432
| +11% | +$979K |
|
455
Evergy
EVRG
$19.2B
| $10.5M | 0.03% |
152,920
+58,366
| +62% | +$3.92M |
|
456
Fair Isaac
FICO
$22.5B
| $10.5M | 0.03% |
5,725
-11,663
| -67% | -$21.9M |
|
457
Clean Harbors
CLH
$16.3B
| $10.4M | 0.03% |
45,087
-1,259
| -3% | -$276K |
|
458
Nu Holdings
NU
$66.9B
| $10.4M | 0.03% |
757,506
-768,904
| -50% | -$9.21M |
|
459
Las Vegas Sands
LVS
$29.6B
| $10.3M | 0.03% |
237,673
-12,559
| -5% | -$489K |
|
|
HES
460
DELISTED
Hess
HES
| $10.3M | 0.03% |
74,445
-71,304
| -49% | -$9.63M |
|
|
K
461
DELISTED
Kellanova
K
| $10.3M | 0.03% |
129,431
+809
| +0.6% | +$66.1K |
|
462
Crown Castle
CCI
$32.2B
| $10.3M | 0.03% |
100,073
+3,793
| +4% | +$384K |
|
463
Ford
F
$55.7B
| $10.3M | 0.03% |
947,116
+63,862
| +7% | +$650K |
|
464
Amcor
AMCR
$22.1B
| $10.3M | 0.03% |
223,090
+62,198
| +39% | +$2.87M |
|
465
Masco
MAS
$15.3B
| $10.2M | 0.03% |
159,001
-67,353
| -30% | -$4.24M |
|
466
Martin Marietta Materials
MLM
$33B
| $10.2M | 0.03% |
18,619
+6,078
| +48% | +$3.21M |
|
467
Ross Stores
ROST
$81.9B
| $10.2M | 0.02% |
79,697
+3,470
| +5% | +$482K |
|
468
Sysco
SYY
$40.3B
| $10.1M | 0.02% |
133,827
+28,872
| +28% | +$2.1M |
|
469
Alnylam Pharmaceuticals
ALNY
$29.3B
| $10M | 0.02% |
30,751
-26,368
| -46% | -$7.3M |
|
470
Estee Lauder
EL
$32B
| $9.99M | 0.02% |
123,653
+63,494
| +106% | +$4.08M |
|
471
Imperial Oil
IMO
$60.4B
| $9.89M | 0.02% |
124,799
+3,927
| +3% | +$280K |
|
472
Kenvue
KVUE
$36.9B
| $9.56M | 0.02% |
456,597
+23,132
| +5% | +$526K |
|
473
Vulcan Materials
VMC
$36.9B
| $9.45M | 0.02% |
36,244
+8,619
| +31% | +$2.22M |
|
474
Diamondback Energy
FANG
$52.7B
| $9.45M | 0.02% |
68,787
+4,003
| +6% | +$555K |
|
475
McCormick & Company Non-Voting
MKC
$14.2B
| $9.28M | 0.02% |
122,427
+11,026
| +10% | +$826K |
|
Similar funds
LP
TI
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.