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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 | |
|---|---|---|---|---|---|---|
601
Affirm
AFRM
$25.2B
| $4.8M | 0.01% |
69,468
+7,021
| +11% | +$364K |
|
602
CAE Inc. Common Shares
CAE
$8.74B
| $4.79M | 0.01% |
163,712
+90,353
| +123% | +$2.28M |
|
603
Texas Pacific Land
TPL
$23.5B
| $4.78M | 0.01% |
13,578
+1,272
| +10% | +$520K |
|
604
Toll Brothers
TOL
$14.5B
| $4.76M | 0.01% |
41,667
+5,701
| +16% | +$592K |
|
|
BLD
605
DELISTED
TopBuild
BLD
| $4.75M | 0.01% |
14,678
+943
| +7% | +$280K |
|
606
Woodward
WWD
$21.4B
| $4.73M | 0.01% |
19,285
+2,987
| +18% | +$611K |
|
607
Bunge Global
BG
$20.8B
| $4.71M | 0.01% |
58,717
+9,515
| +19% | +$749K |
|
608
Steel Dynamics
STLD
$37.6B
| $4.66M | 0.01% |
36,426
-474
| -1% | -$60.5K |
|
609
Jack Henry & Associates
JKHY
$11.1B
| $4.65M | 0.01% |
25,805
-3,199
| -11% | -$568K |
|
610
Liberty Media Series C
FWONK
$25.8B
| $4.64M | 0.01% |
44,394
+3,715
| +9% | +$345K |
|
611
Zimmer Biomet
ZBH
$18.4B
| $4.63M | 0.01% |
50,766
-50,882
| -50% | -$4.92M |
|
612
Natera
NTRA
$46.4B
| $4.62M | 0.01% |
27,356
+1,151
| +4% | +$179K |
|
613
Descartes Systems
DSGX
$6.82B
| $4.62M | 0.01% |
45,551
+5,959
| +15% | +$629K |
|
614
CF Industries
CF
$17.3B
| $4.56M | 0.01% |
49,536
-19,784
| -29% | -$1.69M |
|
615
MongoDB
MDB
$32.1B
| $4.5M | 0.01% |
21,417
+6,441
| +43% | +$1.19M |
|
616
NNN REIT
NNN
$8.99B
| $4.49M | 0.01% |
104,057
+1,551
| +2% | +$64.4K |
|
617
West Pharmaceutical
WST
$24.9B
| $4.48M | 0.01% |
20,494
+4,737
| +30% | +$1.01M |
|
618
Essential Properties Realty Trust
EPRT
$6.62B
| $4.48M | 0.01% |
140,375
+16,422
| +13% | +$525K |
|
619
Curtiss-Wright
CW
$25.5B
| $4.46M | 0.01% |
9,133
-4,638
| -34% | -$1.83M |
|
620
Qualys
QLYS
$6.35B
| $4.46M | 0.01% |
31,223
+869
| +3% | +$115K |
|
621
Tenet Healthcare
THC
$21.1B
| $4.45M | 0.01% |
25,259
+605
| +2% | +$91.1K |
|
622
Annaly Capital Management
NLY
$17.4B
| $4.4M | 0.01% |
233,863
+56,340
| +32% | +$1.07M |
|
623
Albertsons Companies
ACI
$5.83B
| $4.39M | 0.01% |
204,252
-54,391
| -21% | -$1.18M |
|
624
DraftKings
DKNG
$11.9B
| $4.39M | 0.01% |
102,290
+12,564
| +14% | +$451K |
|
625
Citizens Financial Group
CFG
$30.6B
| $4.37M | 0.01% |
97,663
-28
| -0% | -$1.1K |
|
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.