We are live on ! Find out more
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
MUSA icon
851
Murphy USA
MUSA
$9.99B
$2.04M 0.01%
5,014
+268
+6% +$122K
SF
852
Stifel
SF
$12.7B
$2.04M 0.01%
29,447
+2,274
+8% +$140K
SNAP icon
853
Snap
SNAP
$9.06B
$2.03M 0.01%
233,393
-14,643
-6% -$122K
NFG icon
854
National Fuel Gas
NFG
$7.7B
$2.03M 0.01%
23,930
+1,184
+5% +$95.6K
SEIC icon
855
SEI Investments
SEIC
$12.7B
$2.02M ﹤0.01%
22,504
-11,605
-34% -$935K
WYNN icon
856
Wynn Resorts
WYNN
$10.5B
$2.02M ﹤0.01%
21,579
-39,377
-65% -$3.34M
APLE icon
857
Apple Hospitality REIT
APLE
$3.73B
$2.01M ﹤0.01%
172,187
+1,020
+0.6% +$12K
ESE icon
858
ESCO Technologies
ESE
$7.86B
$2M ﹤0.01%
10,400
+2,697
+35% +$461K
HIW icon
859
Highwoods Properties
HIW
$3.4B
$1.99M ﹤0.01%
64,115
+713
+1% +$21K
TLN
860
Talen Energy Corp
TLN
$16.5B
$1.99M ﹤0.01%
6,850
-2,485
-27% -$590K
DCI icon
861
Donaldson
DCI
$11.2B
$1.98M ﹤0.01%
28,527
+1,561
+6% +$105K
UMBF icon
862
UMB Financial
UMBF
$11B
$1.98M ﹤0.01%
18,800
-9
-0% -$897
AXTA icon
863
Axalta
AXTA
$8.06B
$1.98M ﹤0.01%
66,541
+4,820
+8% +$150K
FSS icon
864
Federal Signal
FSS
$7.79B
$1.97M ﹤0.01%
18,540
+753
+4% +$67.1K
LSCC icon
865
Lattice Semiconductor
LSCC
$18.6B
$1.97M ﹤0.01%
40,233
+3,855
+11% +$185K
ERIE icon
866
Erie Indemnity
ERIE
$13B
$1.96M ﹤0.01%
5,654
-67
-1% -$24.9K
RLI icon
867
RLI Corp
RLI
$5.82B
$1.96M ﹤0.01%
27,126
+3,720
+16% +$279K
FMC icon
868
FMC
FMC
$1.28B
$1.96M ﹤0.01%
46,908
+3,458
+8% +$137K
CBSH icon
869
Commerce Bancshares
CBSH
$8.46B
$1.95M ﹤0.01%
32,931
+1,646
+5% +$96.6K
ONB icon
870
Old National Bancorp
ONB
$10.1B
$1.95M ﹤0.01%
91,275
+14,688
+19% +$304K
OSW icon
871
OneSpaWorld
OSW
$2.63B
$1.95M ﹤0.01%
95,515
-2,973
-3% -$54.5K
FLS icon
872
Flowserve
FLS
$10.1B
$1.95M ﹤0.01%
37,167
+1,071
+3% +$50.4K
QXO
873
QXO Inc
QXO
$17B
$1.94M ﹤0.01%
90,218
+3,203
+4% +$52.6K
VOYA icon
874
Voya Financial
VOYA
$9.31B
$1.93M ﹤0.01%
27,192
+2,291
+9% +$147K
MMSI icon
875
Merit Medical Systems
MMSI
$5.38B
$1.93M ﹤0.01%
20,648
+1,297
+7% +$123K
33 34
35
36 37

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.