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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
GEV icon
76
GE Vernova
GEV
$264B
$96.6M 0.24%
182,619
-2,674
-1% -$1.11M
CNM icon
77
Core & Main
CNM
$8.71B
$92.9M 0.23%
1,539,407
+86,103
+6% +$4.61M
PGR icon
78
Progressive
PGR
$125B
$92.9M 0.23%
347,986
+24,698
+8% +$6.77M
ADI icon
79
Analog Devices
ADI
$190B
$92.8M 0.23%
389,775
+271,256
+229% +$56.5M
CVX icon
80
Chevron
CVX
$366B
$91.5M 0.22%
639,140
+77,471
+14% +$10.9M
AMD icon
81
Advanced Micro Devices
AMD
$789B
$89.7M 0.22%
631,982
+39,808
+7% +$4.33M
TMO icon
82
Thermo Fisher Scientific
TMO
$220B
$89.5M 0.22%
220,636
-5,842
-3% -$2.44M
SCHW
83
Charles Schwab
SCHW
$187B
$86.4M 0.21%
946,642
+259,907
+38% +$21.8M
ADSK icon
84
Autodesk
ADSK
$52.6B
$86.2M 0.21%
278,504
+45,218
+19% +$12.8M
PLD icon
85
Prologis
PLD
$133B
$86M 0.21%
817,793
+15,925
+2% +$1.67M
MRK icon
86
Merck
MRK
$318B
$84.8M 0.21%
1,071,642
+77,517
+8% +$6.16M
PFE icon
87
Pfizer
PFE
$153B
$84.4M 0.21%
3,481,435
+60,539
+2% +$1.41M
C icon
88
Citigroup
C
$226B
$83.8M 0.2%
984,744
-12,732
-1% -$920K
DE icon
89
Deere & Co
DE
$168B
$83.2M 0.2%
163,574
+7,401
+5% +$3.62M
QCOM icon
90
Qualcomm
QCOM
$176B
$82.3M 0.2%
516,466
-332,775
-39% -$49M
ADP icon
91
Automatic Data Processing
ADP
$108B
$81.8M 0.2%
265,155
+14,881
+6% +$4.57M
SPOT icon
92
Spotify
SPOT
$100B
$81M 0.2%
105,569
+7,173
+7% +$4.6M
PEP icon
93
PepsiCo
PEP
$190B
$80.6M 0.2%
610,504
+16,093
+3% +$2.17M
FTNT icon
94
Fortinet
FTNT
$117B
$79.9M 0.2%
755,389
-67,610
-8% -$6.82M
RY icon
95
Royal Bank of Canada
RY
$293B
$79.6M 0.19%
605,392
+56,471
+10% +$6.91M
TTEK icon
96
Tetra Tech
TTEK
$9.07B
$79.2M 0.19%
2,201,231
+530,693
+32% +$17.7M
MS icon
97
Morgan Stanley
MS
$340B
$79M 0.19%
561,191
+40,574
+8% +$4.98M
APTV icon
98
Aptiv
APTV
$10.3B
$77.4M 0.19%
1,135,279
+973,247
+601% +$60.3M
AME icon
99
Ametek
AME
$58.2B
$75.7M 0.19%
418,294
+298,511
+249% +$51.4M
AMAT icon
100
Applied Materials
AMAT
$428B
$74.8M 0.18%
408,345
+9,436
+2% +$1.5M
2 3
4
5 6

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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.