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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 | |
|---|---|---|---|---|---|---|
526
Brown & Brown
BRO
$23.9B
| $6.82M | 0.02% |
61,520
+12,121
| +25% | +$1.36M |
|
527
VeriSign
VRSN
$26.6B
| $6.75M | 0.02% |
23,379
+93
| +0.4% | +$25.2K |
|
528
Alamos Gold
AGI
$13.9B
| $6.55M | 0.02% |
246,588
+132,676
| +116% | +$3.55M |
|
529
Essential Utilities
WTRG
$11.4B
| $6.54M | 0.02% |
176,159
+7,528
| +4% | +$293K |
|
|
PPL
530
PPL Corp
PPL
$26.7B
| $6.5M | 0.02% |
191,860
+11,204
| +6% | +$390K |
|
|
FITB
531
Fifth Third Bancorp
FITB
$51.8B
| $6.49M | 0.02% |
157,870
-148,472
| -48% | -$5.57M |
|
532
GoDaddy
GDDY
$11.5B
| $6.45M | 0.02% |
35,813
+5,769
| +19% | +$1.04M |
|
533
HP
HPQ
$27.5B
| $6.41M | 0.02% |
262,210
+43,834
| +20% | +$1.12M |
|
534
J.M. Smucker
SJM
$12.8B
| $6.37M | 0.02% |
64,825
+21,153
| +48% | +$2.33M |
|
535
CMS Energy
CMS
$22.3B
| $6.31M | 0.02% |
91,093
+1,242
| +1% | +$88.5K |
|
536
Southern Copper
SCCO
$166B
| $6.3M | 0.02% |
64,604
+7,531
| +13% | +$663K |
|
537
Lennar Class A
LEN
$21.2B
| $6.25M | 0.02% |
56,463
+2,970
| +6% | +$322K |
|
538
Agree Realty
ADC
$9.41B
| $6.24M | 0.02% |
85,404
+3,033
| +4% | +$228K |
|
539
Ameren
AEE
$30.1B
| $6.21M | 0.02% |
64,609
-4,266
| -6% | -$414K |
|
540
Brixmor Property Group
BRX
$9.32B
| $6.19M | 0.02% |
237,862
+4,715
| +2% | +$120K |
|
541
Flex
FLEX
$44.8B
| $6.14M | 0.02% |
123,041
+7,913
| +7% | +$308K |
|
542
Booz Allen Hamilton
BAH
$9.15B
| $6.12M | 0.02% |
58,742
+4,414
| +8% | +$494K |
|
543
Western Digital
WDC
$150B
| $6.1M | 0.01% |
95,377
-2,553
| -3% | -$122K |
|
544
Cincinnati Financial
CINF
$27.1B
| $6.02M | 0.01% |
40,423
+9,166
| +29% | +$1.31M |
|
545
Grupo Cibest SA
CIB
$21.1B
| $6.01M | 0.01% |
130,219
-5,309
| -4% | -$221K |
|
546
Dollar General
DG
$27.9B
| $6M | 0.01% |
52,427
+4,071
| +8% | +$404K |
|
547
Darden Restaurants
DRI
$24.4B
| $5.96M | 0.01% |
27,358
-37,262
| -58% | -$7.73M |
|
548
Federal Realty Investment Trust
FRT
$10.3B
| $5.96M | 0.01% |
62,741
+2,633
| +4% | +$249K |
|
549
Universal Health Services
UHS
$10.5B
| $5.96M | 0.01% |
32,891
+20,210
| +159% | +$3.65M |
|
550
Sociedad Química y Minera de Chile
SQM
$20.6B
| $5.96M | 0.01% |
168,911
+25,510
| +18% | +$872K |
|
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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.