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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
Z icon
826
Zillow
Z
$7.59B
$2.15M 0.01%
30,763
+549
+2% +$37K
IPG
827
DELISTED
Interpublic Group of Companies
IPG
$2.14M 0.01%
87,546
-1,149,425
-93% -$28M
FIVE icon
828
Five Below
FIVE
$13B
$2.13M 0.01%
16,264
+530
+3% +$51.6K
ELF icon
829
e.l.f. Beauty
ELF
$5.62B
$2.13M 0.01%
17,109
+2,245
+15% +$192K
CMA
830
DELISTED
Comerica
CMA
$2.12M 0.01%
35,457
-454
-1% -$25.3K
LBRDK icon
831
Liberty Broadband Class C
LBRDK
$5.18B
$2.11M 0.01%
21,482
+1,696
+9% +$152K
BPOP icon
832
Popular Inc
BPOP
$11.1B
$2.11M 0.01%
19,167
+1,040
+6% +$103K
DY icon
833
Dycom Industries
DY
$12B
$2.11M 0.01%
8,629
+614
+8% +$121K
CAVA icon
834
CAVA Group
CAVA
$7.18B
$2.11M 0.01%
25,032
+9,838
+65% +$839K
EMN icon
835
Eastman Chemical
EMN
$8.39B
$2.1M 0.01%
28,140
-37,612
-57% -$2.96M
JXN icon
836
Jackson Financial
JXN
$8.83B
$2.1M 0.01%
23,638
+765
+3% +$62K
TPG icon
837
TPG
TPG
$7.92B
$2.1M 0.01%
39,998
+15,636
+64% +$750K
MIDD icon
838
Middleby
MIDD
$5.9B
$2.1M 0.01%
14,556
+291
+2% +$41K
AVTR icon
839
Avantor
AVTR
$9.29B
$2.09M 0.01%
155,587
-225,693
-59% -$3.09M
HRB icon
840
H&R Block
HRB
$5.82B
$2.09M 0.01%
37,997
+1,927
+5% +$111K
LITE icon
841
Lumentum
LITE
$63.3B
$2.08M 0.01%
21,906
+1,483
+7% +$105K
S icon
842
SentinelOne
S
$7.61B
$2.08M 0.01%
113,829
+136
+0.1% +$2.49K
SLM icon
843
SLM Corp
SLM
$5.14B
$2.08M 0.01%
63,430
+6,427
+11% +$197K
G icon
844
Genpact
G
$5.74B
$2.07M 0.01%
46,957
-3,890
-8% -$176K
SNV
845
DELISTED
Synovus
SNV
$2.06M 0.01%
39,890
-605
-1% -$27.8K
MEDP icon
846
Medpace
MEDP
$16.8B
$2.06M 0.01%
6,572
-474
-7% -$142K
GMED icon
847
Globus Medical
GMED
$11.7B
$2.06M 0.01%
34,850
-3,460
-9% -$224K
AGCO icon
848
AGCO
AGCO
$7.07B
$2.06M 0.01%
19,938
+2,131
+12% +$203K
AFG icon
849
American Financial Group
AFG
$11.9B
$2.06M 0.01%
16,288
+128
+0.8% +$16K
ESAB icon
850
ESAB
ESAB
$5.33B
$2.05M 0.01%
17,042
+1,577
+10% +$191K
32 33
34
35 36

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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.