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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
WTFC icon
801
Wintrust Financial
WTFC
$10.7B
$2.33M 0.01%
18,798
+859
+5% +$98.5K
LNW
802
DELISTED
Light & Wonder
LNW
$2.32M 0.01%
24,065
+2,047
+9% +$175K
CRBG icon
803
Corebridge Financial
CRBG
$15.4B
$2.31M 0.01%
65,062
+411
+0.6% +$12.8K
PNFP icon
804
Pinnacle Financial Partners Inc
PNFP
$15.8B
$2.3M 0.01%
20,848
– –
STRL icon
805
Sterling Infrastructure
STRL
$16.8B
$2.3M 0.01%
9,957
+997
+11% +$174K
LAD icon
806
Lithia Motors
LAD
$8.23B
$2.29M 0.01%
6,789
– –
BEPC icon
807
Brookfield Renewable
BEPC
$6.15B
$2.29M 0.01%
69,956
-16,699
-19% -$488K
FTAI icon
808
FTAI Aviation
FTAI
$22.2B
$2.27M 0.01%
19,692
+1,438
+8% +$161K
CDP icon
809
COPT Defense Properties
CDP
$4.14B
$2.26M 0.01%
81,958
+1,251
+2% +$33.9K
AWI icon
810
Armstrong World Industries
AWI
$7.75B
$2.23M 0.01%
13,748
+2,939
+27% +$436K
AZEK
811
DELISTED
The AZEK Co
AZEK
$2.22M 0.01%
40,806
-32,834
-45% -$1.65M
SKT icon
812
Tanger
SKT
$4.41B
$2.22M 0.01%
72,462
-170
-0.2% -$5.21K
CWST icon
813
Casella Waste Systems
CWST
$5.75B
$2.2M 0.01%
19,108
+3,937
+26% +$455K
BPMC
814
DELISTED
Blueprint Medicines
BPMC
$2.2M 0.01%
17,194
+190
+1% +$19.7K
WBA
815
DELISTED
Walgreens Boots Alliance
WBA
$2.2M 0.01%
191,940
-308,355
-62% -$3.43M
NJR icon
816
New Jersey Resources
NJR
$5.48B
$2.2M 0.01%
48,988
+15,348
+46% +$719K
ALAB icon
817
Astera Labs
ALAB
$56.4B
$2.19M 0.01%
+24,205
New +$1.91M
PARA
818
DELISTED
Paramount Global Class B
PARA
$2.19M 0.01%
169,476
+14,024
+9% +$164K
PEGA icon
819
Pegasystems
PEGA
$5.42B
$2.18M 0.01%
40,312
+3,178
+9% +$144K
RBC icon
820
RBC Bearings
RBC
$17.9B
$2.17M 0.01%
5,651
+422
+8% +$149K
TMHC
821
DELISTED
Taylor Morrison
TMHC
$2.17M 0.01%
35,352
+1,376
+4% +$79.9K
WAL icon
822
Western Alliance Bancorporation
WAL
$8.77B
$2.17M 0.01%
27,769
+609
+2% +$43.8K
OWL icon
823
Blue Owl Capital
OWL
$18.4B
$2.16M 0.01%
112,701
+14,770
+15% +$273K
FYBR
824
DELISTED
Frontier Communications
FYBR
$2.16M 0.01%
59,389
+4,090
+7% +$148K
RYAN icon
825
Ryan Specialty Holdings
RYAN
$10.9B
$2.16M 0.01%
31,716
+3,612
+13% +$249K
31 32
33
34 35

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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.