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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
WH icon
926
Wyndham Hotels & Resorts
WH
$5.31B
$1.74M ﹤0.01%
21,449
+1,644
+8% +$138K
GKOS icon
927
Glaukos
GKOS
$10.7B
$1.74M ﹤0.01%
16,848
+749
+5% +$70.3K
RGEN icon
928
Repligen
RGEN
$9.22B
$1.74M ﹤0.01%
13,986
– –
PATH icon
929
UiPath
PATH
$8.05B
$1.74M ﹤0.01%
135,763
-159
-0.1% -$1.91K
TFII icon
930
TFI International
TFII
$11.4B
$1.74M ﹤0.01%
19,385
+465
+2% +$39.3K
CVSA
931
Covista Inc
CVSA
$4.46B
$1.74M ﹤0.01%
13,641
+1,761
+15% +$208K
SNEX icon
932
StoneX
SNEX
$7.73B
$1.73M ﹤0.01%
42,829
+14,297
+50% +$537K
CHDN icon
933
Churchill Downs
CHDN
$6.02B
$1.73M ﹤0.01%
17,133
+835
+5% +$81.7K
MTDR icon
934
Matador Resources
MTDR
$6.5B
$1.73M ﹤0.01%
36,233
+3,220
+10% +$142K
IONS icon
935
Ionis Pharmaceuticals
IONS
$9.43B
$1.72M ﹤0.01%
43,615
+7,106
+19% +$233K
THG icon
936
Hanover Insurance
THG
$7.83B
$1.72M ﹤0.01%
10,127
-1
-0% -$167
ENPH icon
937
Enphase Energy
ENPH
$5.46B
$1.72M ﹤0.01%
43,311
+1,198
+3% +$55.3K
ORI icon
938
Old Republic International
ORI
$10.2B
$1.72M ﹤0.01%
44,618
-21,474
-32% -$808K
USRT icon
939
iShares Core US REIT ETF
USRT
$4.58B
$1.71M ﹤0.01%
30,489
– –
BCPC
940
Balchem Corp
BCPC
$5.64B
$1.7M ﹤0.01%
10,674
+1,036
+11% +$168K
BNL icon
941
Broadstone Net Lease
BNL
$3.96B
$1.7M ﹤0.01%
105,857
-2,267
-2% -$36.3K
WHR icon
942
Whirlpool
WHR
$2.74B
$1.69M ﹤0.01%
16,709
+2,026
+14% +$169K
JBTM
943
JBT Marel
JBTM
$6.24B
$1.69M ﹤0.01%
14,058
+1,376
+11% +$154K
DINO icon
944
HF Sinclair
DINO
$15.2B
$1.69M ﹤0.01%
41,042
+10,901
+36% +$375K
MTH icon
945
Meritage Homes
MTH
$4.69B
$1.68M ﹤0.01%
25,115
-1,557
-6% -$103K
PRIM icon
946
Primoris Services
PRIM
$4.34B
$1.68M ﹤0.01%
21,534
+3,162
+17% +$214K
XLU icon
947
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$1.67M ﹤0.01%
41,082
– –
CRL icon
948
Charles River Laboratories
CRL
$13.1B
$1.67M ﹤0.01%
10,996
+1,475
+15% +$197K
LPX icon
949
Louisiana-Pacific
LPX
$5.2B
$1.67M ﹤0.01%
19,379
+909
+5% +$80.8K
ETSY icon
950
Etsy
ETSY
$7.42B
$1.66M ﹤0.01%
33,039
+3,168
+11% +$158K
36 37
38
39 40

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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.