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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
FCNCA icon
626
First Citizens BancShares
FCNCA
$25.3B
$4.35M 0.01%
2,223
-12
-0.5% -$21.8K
LNT icon
627
Alliant Energy
LNT
$18B
$4.34M 0.01%
71,783
+1,936
+3% +$118K
VNO icon
628
Vornado Realty Trust
VNO
$7.38B
$4.33M 0.01%
113,324
+5,102
+5% +$191K
L icon
629
Loews
L
$23.6B
$4.33M 0.01%
47,249
+760
+2% +$66.7K
CLS icon
630
Celestica
CLS
$36.5B
$4.27M 0.01%
27,333
+1,510
+6% +$161K
AYI icon
631
Acuity Brands
AYI
$10.8B
$4.16M 0.01%
13,949
-446
-3% -$115K
QGEN icon
632
Qiagen
QGEN
$8.72B
$4.13M 0.01%
85,859
-61,967
-42% -$2.7M
LNTH icon
633
Lantheus
LNTH
$6.59B
$4.11M 0.01%
50,252
+8,954
+22% +$786K
MANH icon
634
Manhattan Associates
MANH
$11.4B
$4.11M 0.01%
20,795
+8,097
+64% +$1.47M
DUOL icon
635
Duolingo
DUOL
$6.12B
$4.08M 0.01%
9,955
+3,708
+59% +$1.63M
BJ icon
636
BJs Wholesale Club
BJ
$12.3B
$4.05M 0.01%
37,585
+2,886
+8% +$329K
MOH icon
637
Molina Healthcare
MOH
$10.3B
$4.04M 0.01%
13,576
-8,047
-37% -$2.53M
CRDO icon
638
Credo Technology Group
CRDO
$46.6B
$4.04M 0.01%
43,667
+18,534
+74% +$1.08M
XPO icon
639
XPO
XPO
$23.7B
$4.03M 0.01%
31,930
+1,683
+6% +$189K
CTRE icon
640
CareTrust REIT
CTRE
$9.74B
$4.02M 0.01%
131,415
+31,519
+32% +$909K
RPRX icon
641
Royalty Pharma
RPRX
$25.3B
$4.02M 0.01%
111,546
-16,668
-13% -$552K
COHR icon
642
Coherent
COHR
$74.2B
$3.99M 0.01%
44,761
-6,136
-12% -$442K
FBIN icon
643
Fortune Brands Innovations
FBIN
$6.06B
$3.95M 0.01%
76,705
-156,238
-67% -$8.18M
ROL icon
644
Rollins
ROL
$18.2B
$3.91M 0.01%
69,365
+439
+0.6% +$24.6K
RHP icon
645
Ryman Hospitality Properties
RHP
$7.63B
$3.91M 0.01%
39,642
+2,255
+6% +$211K
UAL icon
646
United Airlines
UAL
$42.1B
$3.87M 0.01%
48,600
+18,153
+60% +$1.34M
MGA icon
647
Magna International
MGA
$18.8B
$3.85M 0.01%
99,881
-35,178
-26% -$1.24M
TRNO icon
648
Terreno Realty
TRNO
$7.49B
$3.85M 0.01%
68,711
+4,654
+7% +$266K
KMX icon
649
CarMax
KMX
$8.26B
$3.83M 0.01%
57,021
+26,619
+88% +$1.79M
NVMI
650
Nova
NVMI
$12.5B
$3.83M 0.01%
13,521
+6,115
+83% +$1.24M
24 25
26
27 28

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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.