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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
LOPE icon
1026
Grand Canyon Education
LOPE
$3.82B
$1.44M ﹤0.01%
7,619
+658
+9% +$122K
MOD icon
1027
Modine Manufacturing
MOD
$10.1B
$1.44M ﹤0.01%
14,591
+801
+6% +$71.5K
STWD icon
1028
Starwood Property Trust
STWD
$6.16B
$1.44M ﹤0.01%
71,600
– –
AN icon
1029
AutoNation
AN
$6.88B
$1.44M ﹤0.01%
7,227
+849
+13% +$153K
VNT icon
1030
Vontier
VNT
$4.63B
$1.43M ﹤0.01%
38,852
+349
+0.9% +$11.9K
MPT
1031
Medical Properties Trust
MPT
$2.48B
$1.43M ﹤0.01%
332,356
-36,880
-10% -$182K
AWR icon
1032
American States Water
AWR
$3.43B
$1.43M ﹤0.01%
18,676
+5,934
+47% +$466K
KTOS icon
1033
Kratos Defense & Security Solutions
KTOS
$11.7B
$1.43M ﹤0.01%
30,799
-15,329
-33% -$555K
SNDK
1034
Sandisk
SNDK
$181B
$1.43M ﹤0.01%
31,472
+2,856
+10% +$109K
CCC
1035
CCC Intelligent Solutions
CCC
$4.11B
$1.43M ﹤0.01%
151,581
+40,803
+37% +$365K
WEX icon
1036
WEX
WEX
$6.35B
$1.42M ﹤0.01%
9,656
-1,130
-10% -$152K
LEA icon
1037
Lear
LEA
$8.05B
$1.42M ﹤0.01%
14,928
+1,698
+13% +$149K
SPSC icon
1038
SPS Commerce
SPSC
$2.69B
$1.42M ﹤0.01%
10,413
+356
+4% +$49.3K
RDN icon
1039
Radian Group
RDN
$4.87B
$1.42M ﹤0.01%
39,293
– –
BEN icon
1040
Franklin Resources
BEN
$17B
$1.41M ﹤0.01%
59,301
-86,010
-59% -$1.77M
ACIW icon
1041
ACI Worldwide
ACIW
$5.34B
$1.41M ﹤0.01%
30,803
+3,251
+12% +$160K
NSA
1042
DELISTED
National Storage Affiliates Trust
NSA
$1.41M ﹤0.01%
44,094
+5,277
+14% +$184K
TKR icon
1043
Timken Company
TKR
$8.77B
$1.41M ﹤0.01%
19,427
+898
+5% +$61.1K
CNX icon
1044
CNX Resources
CNX
$5.32B
$1.41M ﹤0.01%
41,814
-478
-1% -$15.1K
LSTR icon
1045
Landstar System
LSTR
$6.05B
$1.41M ﹤0.01%
10,122
+189
+2% +$26.2K
COLB icon
1046
Columbia Banking Systems
COLB
$8.84B
$1.41M ﹤0.01%
60,150
– –
KBH icon
1047
KB Home
KBH
$3.47B
$1.4M ﹤0.01%
26,466
+1,804
+7% +$95.9K
IWM icon
1048
iShares Russell 2000 ETF
IWM
$81.5B
$1.4M ﹤0.01%
6,503
+560
+9% +$113K
RVMD icon
1049
Revolution Medicines
RVMD
$44.4B
$1.4M ﹤0.01%
37,946
+838
+2% +$32.2K
IRTC icon
1050
iRhythm Holdings
IRTC
$4.1B
$1.39M ﹤0.01%
9,049
+349
+4% +$45.1K
40 41
42
43 44

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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.