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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
BBWI icon
951
Bath & Body Works
BBWI
$3.89B
$1.66M ﹤0.01%
55,271
+1,678
+3% +$49.1K
UE icon
952
Urban Edge Properties
UE
$2.75B
$1.65M ﹤0.01%
88,554
+8,579
+11% +$157K
UFPI icon
953
UFP Industries
UFPI
$5.01B
$1.64M ﹤0.01%
16,552
+1,165
+8% +$118K
ASTS icon
954
AST SpaceMobile
ASTS
$20.5B
$1.64M ﹤0.01%
35,145
-7,373
-17% -$213K
CHE icon
955
Chemed
CHE
$7.18B
$1.64M ﹤0.01%
3,368
-182
-5% -$104K
QTWO icon
956
Q2 Holdings
QTWO
$3.96B
$1.64M ﹤0.01%
17,515
+800
+5% +$67.5K
AEIS icon
957
Advanced Energy
AEIS
$12.6B
$1.63M ﹤0.01%
12,276
+560
+5% +$61.7K
AL
958
DELISTED
Air Lease Corp
AL
$1.63M ﹤0.01%
27,793
+9,652
+53% +$502K
TECH icon
959
Bio-Techne
TECH
$11.2B
$1.62M ﹤0.01%
31,562
-2,443
-7% -$123K
SIGI icon
960
Selective Insurance
SIGI
$5.66B
$1.62M ﹤0.01%
18,719
-54
-0.3% -$4.73K
CWT icon
961
California Water Service
CWT
$3.06B
$1.62M ﹤0.01%
35,590
-183
-0.5% -$8.76K
BBIO icon
962
BridgeBio Pharma
BBIO
$16.6B
$1.62M ﹤0.01%
37,472
+5,850
+18% +$213K
POST icon
963
Post Holdings
POST
$3.45B
$1.62M ﹤0.01%
14,836
+1,136
+8% +$127K
CROX icon
964
Crocs
CROX
$6.63B
$1.61M ﹤0.01%
15,942
+546
+4% +$55.7K
ARW icon
965
Arrow Electronics
ARW
$10.3B
$1.61M ﹤0.01%
12,651
-3
-0% -$344
VNOM icon
966
Viper Energy
VNOM
$15.3B
$1.61M ﹤0.01%
42,201
+5,143
+14% +$208K
UPST icon
967
Upstart Holdings
UPST
$2.94B
$1.61M ﹤0.01%
24,858
+3,033
+14% +$149K
BWIN
968
Baldwin Insurance Group
BWIN
$2.79B
$1.61M ﹤0.01%
37,539
+6,100
+19% +$247K
DEI icon
969
Douglas Emmett
DEI
$1.93B
$1.61M ﹤0.01%
106,768
+1,891
+2% +$27.3K
CRUS icon
970
Cirrus Logic
CRUS
$6.11B
$1.6M ﹤0.01%
15,390
+594
+4% +$58.2K
MTN icon
971
Vail Resorts
MTN
$5.21B
$1.6M ﹤0.01%
10,193
+308
+3% +$45.8K
FCN icon
972
FTI Consulting
FCN
$4.17B
$1.6M ﹤0.01%
9,888
+642
+7% +$105K
JEF icon
973
Jefferies Financial Group
JEF
$12.8B
$1.59M ﹤0.01%
29,068
-10,205
-26% -$505K
KNX icon
974
Knight Transportation
KNX
$11.2B
$1.58M ﹤0.01%
35,640
-21,202
-37% -$902K
OR icon
975
OR Royalties Inc
OR
$6.32B
$1.57M ﹤0.01%
61,318
+19,195
+46% +$462K
37 38
39
40 41

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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.