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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
HAS icon
751
Hasbro
HAS
$13.1B
$2.65M 0.01%
35,841
+2,554
+8% +$161K
IONQ icon
752
IonQ
IONQ
$16.4B
$2.65M 0.01%
61,559
+10,151
+20% +$340K
MLI icon
753
Mueller Industries
MLI
$15.3B
$2.64M 0.01%
66,552
+8,568
+15% +$323K
WBS icon
754
Webster Financial
WBS
$12.8B
$2.64M 0.01%
48,416
+1,001
+2% +$49.9K
RIVN icon
755
Rivian
RIVN
$23.4B
$2.64M 0.01%
192,241
+52,653
+38% +$714K
MTSI icon
756
MACOM Technology Solutions
MTSI
$24B
$2.62M 0.01%
18,271
+1,778
+11% +$208K
KD icon
757
Kyndryl
KD
$2.98B
$2.61M 0.01%
62,246
-75
-0.1% -$2.71K
POOL icon
758
Pool Corp
POOL
$7.42B
$2.58M 0.01%
8,845
+857
+11% +$259K
MORN icon
759
Morningstar
MORN
$7.48B
$2.58M 0.01%
8,212
+1,183
+17% +$350K
JBHT icon
760
JB Hunt Transport Services
JBHT
$25.1B
$2.57M 0.01%
17,926
-96,192
-84% -$13.3M
WCC
761
WESCO International
WCC
$17.9B
$2.57M 0.01%
13,850
+932
+7% +$154K
NYT icon
762
New York Times
NYT
$10.4B
$2.56M 0.01%
45,663
-7,435
-14% -$394K
OPCH icon
763
Option Care Health
OPCH
$3.57B
$2.55M 0.01%
78,507
+31,554
+67% +$1.02M
AKR icon
764
Acadia Realty Trust
AKR
$2.81B
$2.54M 0.01%
136,651
+24,186
+22% +$468K
AGNC icon
765
AGNC Investment
AGNC
$12.8B
$2.54M 0.01%
275,960
+36,558
+15% +$327K
OGE icon
766
OGE Energy
OGE
$9.64B
$2.53M 0.01%
56,989
+8,056
+16% +$357K
IOT icon
767
Samsara
IOT
$22.8B
$2.53M 0.01%
63,567
+1,742
+3% +$72K
PRI icon
768
Primerica
PRI
$9.77B
$2.52M 0.01%
9,226
+510
+6% +$135K
PCOR icon
769
Procore
PCOR
$8.6B
$2.52M 0.01%
36,761
+9,873
+37% +$645K
CART icon
770
Maplebear
CART
$11.9B
$2.51M 0.01%
55,581
+5,523
+11% +$240K
SOLV icon
771
Solventum
SOLV
$14B
$2.51M 0.01%
33,115
-73,358
-69% -$5.19M
KNSL icon
772
Kinsale Capital Group
KNSL
$8.36B
$2.51M 0.01%
5,187
+448
+9% +$209K
HIMS icon
773
Hims & Hers Health
HIMS
$7.25B
$2.51M 0.01%
50,334
+17,884
+55% +$808K
FUTU icon
774
Futu Holdings
FUTU
$15.7B
$2.5M 0.01%
20,267
+267
+1% +$27.3K
BWXT icon
775
BWX Technologies
BWXT
$15.7B
$2.49M 0.01%
17,289
+725
+4% +$84.7K
29 30
31
32 33

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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.