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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 | |
|---|---|---|---|---|---|---|
551
Bloom Energy
BE
$64.6B
| $5.92M | 0.01% |
247,682
-114,386
| -32% | -$2.21M |
|
552
Quest Diagnostics
DGX
$26.3B
| $5.91M | 0.01% |
32,878
-22,177
| -40% | -$3.85M |
|
553
Watsco Inc
WSO
$13.6B
| $5.9M | 0.01% |
13,356
+86
| +0.6% | +$39.9K |
|
554
Church & Dwight Co
CHD
$24.5B
| $5.88M | 0.01% |
61,207
-43,671
| -42% | -$4.31M |
|
555
Warner Bros
WBD
$67.1B
| $5.87M | 0.01% |
511,786
+31,328
| +7% | +$292K |
|
556
Jabil
JBL
$35.8B
| $5.86M | 0.01% |
26,854
-195,578
| -88% | -$31.7M |
|
557
Grab
GRAB
$14.9B
| $5.81M | 0.01% |
1,154,316
-366,773
| -24% | -$1.71M |
|
558
Rogers Communications
RCI
$18.6B
| $5.8M | 0.01% |
195,839
-32,620
| -14% | -$855K |
|
559
Fortis
FTS
$28.7B
| $5.76M | 0.01% |
120,926
+2,504
| +2% | +$119K |
|
560
EastGroup Properties
EGP
$10.9B
| $5.75M | 0.01% |
34,390
+2,997
| +10% | +$498K |
|
561
US Foods
USFD
$24B
| $5.67M | 0.01% |
73,626
+4,112
| +6% | +$293K |
|
562
ITT
ITT
$19.1B
| $5.66M | 0.01% |
36,121
+6,081
| +20% | +$866K |
|
563
SoFi Technologies
SOFI
$23.7B
| $5.64M | 0.01% |
309,777
+33,165
| +12% | +$437K |
|
564
Steris
STE
$23.1B
| $5.63M | 0.01% |
23,451
-16,037
| -41% | -$3.73M |
|
565
Pan American Silver
PAAS
$21.6B
| $5.61M | 0.01% |
198,277
+25,448
| +15% | +$659K |
|
566
CDW
CDW
$17B
| $5.61M | 0.01% |
31,404
+2,149
| +7% | +$365K |
|
567
monday.com
MNDY
$3.94B
| $5.57M | 0.01% |
17,707
+1,625
| +10% | +$452K |
|
568
Rexford Industrial Realty
REXR
$8.19B
| $5.57M | 0.01% |
156,490
+12,591
| +9% | +$439K |
|
569
Tapestry
TPR
$32.8B
| $5.53M | 0.01% |
62,934
+2,017
| +3% | +$153K |
|
570
FirstEnergy
FE
$27.5B
| $5.49M | 0.01% |
136,477
+19,190
| +16% | +$792K |
|
571
Teledyne Technologies
TDY
$32B
| $5.48M | 0.01% |
10,691
+102
| +1% | +$49.2K |
|
572
Factset
FDS
$10.2B
| $5.45M | 0.01% |
12,195
-4,255
| -26% | -$1.86M |
|
573
Huntington Bancshares
HBAN
$35.5B
| $5.45M | 0.01% |
325,229
-377,568
| -54% | -$5.7M |
|
574
W.R. Berkley
WRB
$26.6B
| $5.41M | 0.01% |
73,573
+4,684
| +7% | +$336K |
|
575
CenterPoint Energy
CNP
$26.8B
| $5.4M | 0.01% |
146,999
+15,467
| +12% | +$573K |
|
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.