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
AVAV icon
976
AeroVironment
AVAV
$9.57B
$1.57M ﹤0.01%
5,508
+584
+12% +$98.9K
W icon
977
Wayfair
W
$14.1B
$1.57M ﹤0.01%
30,681
+6,600
+27% +$246K
SHAK icon
978
Shake Shack
SHAK
$2.89B
$1.57M ﹤0.01%
11,142
+775
+7% +$84.4K
MSEX icon
979
Middlesex Water
MSEX
$1.09B
$1.56M ﹤0.01%
28,864
+25,973
+898% +$1.54M
CHRD icon
980
Chord Energy
CHRD
$7.8B
$1.56M ﹤0.01%
16,143
-696
-4% -$66.2K
PLMR icon
981
Palomar
PLMR
$3.46B
$1.56M ﹤0.01%
10,119
+2,017
+25% +$312K
EXP icon
982
Eagle Materials
EXP
$6.47B
$1.56M ﹤0.01%
7,722
+1,500
+24% +$323K
CHWY icon
983
Chewy
CHWY
$9.25B
$1.56M ﹤0.01%
36,526
-210
-0.6% -$8.37K
DBX icon
984
Dropbox
DBX
$8.07B
$1.55M ﹤0.01%
54,332
-2,055
-4% -$58.2K
SANM icon
985
Sanmina
SANM
$10.7B
$1.55M ﹤0.01%
15,881
+2,420
+18% +$200K
COKE icon
986
Coca-Cola Consolidated
COKE
$12.4B
$1.55M ﹤0.01%
13,891
+141
+1% +$17K
OZK icon
987
Bank OZK
OZK
$5.63B
$1.55M ﹤0.01%
32,900
– –
ARM icon
988
Arm
ARM
$286B
$1.55M ﹤0.01%
9,566
-7,886
-45% -$979K
TXNM
989
TXNM Energy Inc
TXNM
$5.91B
$1.55M ﹤0.01%
27,462
+3,800
+16% +$207K
LNC icon
990
Lincoln National
LNC
$8.75B
$1.55M ﹤0.01%
44,673
-3,251
-7% -$106K
NXE icon
991
NexGen Energy
NXE
$6.91B
$1.55M ﹤0.01%
222,927
+37,511
+20% +$212K
ESI icon
992
Element Solutions
ESI
$9.08B
$1.54M ﹤0.01%
68,035
+7,423
+12% +$156K
SKX
993
DELISTED
Skechers
SKX
$1.54M ﹤0.01%
24,409
+1,623
+7% +$93.2K
OLLI icon
994
Ollie's Bargain Outlet
OLLI
$4.8B
$1.53M ﹤0.01%
11,638
+1,259
+12% +$144K
GTLB icon
995
GitLab
GTLB
$6.88B
$1.53M ﹤0.01%
33,963
+4,152
+14% +$190K
SMPL icon
996
Simply Good Foods
SMPL
$956M
$1.53M ﹤0.01%
48,460
-1,155
-2% -$40.2K
TTC icon
997
Toro Company
TTC
$9.4B
$1.53M ﹤0.01%
21,642
+3,371
+18% +$239K
GNTX icon
998
Gentex
GNTX
$5.02B
$1.53M ﹤0.01%
69,365
+6,967
+11% +$152K
GXO icon
999
GXO Logistics
GXO
$5.4B
$1.52M ﹤0.01%
31,306
-17
-0.1% -$677
HL icon
1000
Hecla Mining
HL
$11.8B
$1.52M ﹤0.01%
253,946
+35,191
+16% +$194K
38 39
40
41 42

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.