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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
SPGI icon
51
S&P Global
SPGI
$120B
$132M 0.32%
250,495
-53,626
-18% -$26.8M
NOW icon
52
ServiceNow
NOW
$129B
$131M 0.32%
637,735
+107,810
+20% +$20.3M
WELL icon
53
Welltower
WELL
$171B
$129M 0.32%
838,668
+147,883
+21% +$22.1M
BKNG icon
54
Booking.com
BKNG
$161B
$127M 0.31%
548,125
+27,825
+5% +$5.7M
XLF icon
55
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$125M 0.31%
2,412,186
– –
ICE icon
56
Intercontinental Exchange
ICE
$84.4B
$122M 0.3%
665,417
+417,435
+168% +$71.7M
INTC icon
57
Intel
INTC
$513B
$120M 0.29%
5,367,105
+2,211,429
+70% +$45.8M
ABT icon
58
Abbott
ABT
$187B
$115M 0.28%
847,864
+53,699
+7% +$7.08M
TT icon
59
Trane Technologies
TT
$106B
$115M 0.28%
263,110
+149,324
+131% +$58.9M
PWR icon
60
Quanta Services
PWR
$101B
$115M 0.28%
304,340
-12,412
-4% -$3.98M
VRT icon
61
Vertiv
VRT
$105B
$114M 0.28%
891,467
+19,531
+2% +$1.9M
MRSH
62
Marsh
MRSH
$91.5B
$114M 0.28%
520,346
+99,251
+24% +$22.4M
CAT icon
63
Caterpillar
CAT
$387B
$111M 0.27%
286,264
+10,886
+4% +$3.63M
AMGN icon
64
Amgen
AMGN
$222B
$110M 0.27%
392,535
-142,583
-27% -$40.4M
DIS icon
65
Walt Disney
DIS
$181B
$107M 0.26%
863,276
-484,483
-36% -$50.3M
GS icon
66
Goldman Sachs
GS
$303B
$107M 0.26%
151,060
+13,260
+10% +$7.68M
AXP icon
67
American Express
AXP
$230B
$105M 0.26%
329,668
-647
-0.2% -$182K
CM icon
68
Canadian Imperial Bank of Commerce
CM
$108B
$104M 0.25%
1,465,782
+172,019
+13% +$11.1M
FISV
69
Fiserv Inc
FISV
$27.9B
$103M 0.25%
597,459
+297,188
+99% +$53.9M
UBER icon
70
Uber
UBER
$153B
$102M 0.25%
1,093,206
+310,645
+40% +$25.6M
PLTR icon
71
Palantir
PLTR
$413B
$101M 0.25%
743,049
+22,909
+3% +$2.69M
EHC icon
72
Encompass Health
EHC
$12.4B
$100M 0.24%
816,150
+47,789
+6% +$5.46M
COF icon
73
Capital One
COF
$134B
$99M 0.24%
465,232
+177,518
+62% +$33.1M
PANW icon
74
Palo Alto Networks
PANW
$297B
$97.3M 0.24%
475,405
-4,630
-1% -$860K
ISRG icon
75
Intuitive Surgical
ISRG
$134B
$96.9M 0.24%
178,329
-5,493
-3% -$2.87M
1 2
3
4 5

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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.