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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
EXPD icon
676
Expeditors International
EXPD
$23.2B
$3.47M 0.01%
30,394
+215
+0.7% +$24.1K
LRN icon
677
Stride
LRN
$3.43B
$3.45M 0.01%
23,796
+9,572
+67% +$1.38M
ESTC icon
678
Elastic
ESTC
$7.81B
$3.45M 0.01%
40,962
+1,516
+4% +$128K
CIEN icon
679
Ciena
CIEN
$58.4B
$3.45M 0.01%
42,414
+3,504
+9% +$251K
FCPT icon
680
Four Corners Property Trust
FCPT
$2.75B
$3.44M 0.01%
127,954
+19,280
+18% +$531K
CVLT icon
681
Commault Systems
CVLT
$5.61B
$3.43M 0.01%
19,682
+1,098
+6% +$187K
CUZ icon
682
Cousins Properties
CUZ
$4.88B
$3.39M 0.01%
112,820
+5,932
+6% +$167K
ATI icon
683
ATI
ATI
$31B
$3.39M 0.01%
39,221
-13,174
-25% -$902K
RNR icon
684
RenaissanceRe
RNR
$13.4B
$3.36M 0.01%
13,852
+334
+2% +$81K
AHR icon
685
American Healthcare REIT
AHR
$10.9B
$3.36M 0.01%
91,477
-12,718
-12% -$423K
GTLS
686
DELISTED
Chart Industries
GTLS
$3.36M 0.01%
20,409
-2,073
-9% -$304K
UGI icon
687
UGI
UGI
$7.33B
$3.36M 0.01%
92,197
+5,477
+6% +$188K
LEGN icon
688
Legend Biotech
LEGN
$4.01B
$3.34M 0.01%
94,124
+53,218
+130% +$1.72M
COLD icon
689
Americold
COLD
$4.27B
$3.33M 0.01%
200,296
+10,273
+5% +$186K
INFY icon
690
Infosys
INFY
$50.7B
$3.32M 0.01%
179,197
-43,028
-19% -$768K
MOS icon
691
The Mosaic Company
MOS
$7.33B
$3.3M 0.01%
90,594
-9,269
-9% -$297K
SCI icon
692
Service Corp International
SCI
$11.6B
$3.26M 0.01%
40,063
+4,010
+11% +$313K
KRC icon
693
Kilroy Realty
KRC
$4.42B
$3.26M 0.01%
95,038
-18,346
-16% -$598K
COO icon
694
Cooper Companies
COO
$14.5B
$3.24M 0.01%
45,575
-152
-0.3% -$11.6K
KEY icon
695
KeyCorp
KEY
$24.4B
$3.23M 0.01%
185,255
-447,568
-71% -$6.94M
ALV icon
696
Autoliv
ALV
$9B
$3.22M 0.01%
28,782
-11,519
-29% -$1.13M
TER icon
697
Teradyne
TER
$59.3B
$3.22M 0.01%
35,777
+260
+0.7% +$20.8K
ESLT icon
698
Elbit Systems
ESLT
$40.3B
$3.21M 0.01%
7,224
+1,046
+17% +$424K
RL icon
699
Ralph Lauren
RL
$23.6B
$3.2M 0.01%
11,680
+918
+9% +$227K
DAL icon
700
Delta Air Lines
DAL
$60.1B
$3.18M 0.01%
64,714
+13,396
+26% +$615K
26 27
28
29 30

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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.