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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
IVT icon
1051
InvenTrust Properties
IVT
$2.56B
$1.39M ﹤0.01%
50,841
-1,710
-3% -$47.5K
AROC icon
1052
Archrock
AROC
$5.81B
$1.39M ﹤0.01%
56,042
+11,282
+25% +$276K
UBSI icon
1053
United Bankshares
UBSI
$6.58B
$1.39M ﹤0.01%
38,144
+4,525
+13% +$159K
CORZ icon
1054
Core Scientific
CORZ
$6.25B
$1.39M ﹤0.01%
81,357
+19,500
+32% +$195K
CMC icon
1055
Commercial Metals
CMC
$8.1B
$1.39M ﹤0.01%
28,392
+1,961
+7% +$90.8K
NXST icon
1056
Nexstar Media Group
NXST
$5.91B
$1.38M ﹤0.01%
8,002
– –
SAIA icon
1057
Saia
SAIA
$9.49B
$1.38M ﹤0.01%
5,042
-1,762
-26% -$502K
HASI icon
1058
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.18B
$1.38M ﹤0.01%
51,394
+15,890
+45% +$412K
STEP icon
1059
StepStone Group
STEP
$3.8B
$1.37M ﹤0.01%
24,723
+3,229
+15% +$173K
FFIN icon
1060
First Financial Bankshares
FFIN
$4.93B
$1.37M ﹤0.01%
38,071
+3,450
+10% +$120K
DRH icon
1061
Diamondrock Hospitality Co
DRH
$2.48B
$1.37M ﹤0.01%
178,730
+19,173
+12% +$143K
OSK icon
1062
Oshkosh
OSK
$9.59B
$1.37M ﹤0.01%
12,037
– –
AMG icon
1063
Affiliated Managers Group
AMG
$9.6B
$1.36M ﹤0.01%
6,913
– –
CORT icon
1064
Corcept Therapeutics
CORT
$12.3B
$1.35M ﹤0.01%
18,445
+1,186
+7% +$86K
GBCI icon
1065
Glacier Bancorp
GBCI
$6.35B
$1.35M ﹤0.01%
31,290
– –
PAGP icon
1066
Plains GP Holdings
PAGP
$4.98B
$1.35M ﹤0.01%
69,272
+7,075
+11% +$132K
CE icon
1067
Celanese
CE
$4.88B
$1.35M ﹤0.01%
24,312
+1,446
+6% +$72.1K
U icon
1068
Unity
U
$19B
$1.34M ﹤0.01%
55,404
+6,540
+13% +$144K
PK icon
1069
Park Hotels & Resorts
PK
$2.92B
$1.34M ﹤0.01%
130,806
+8,360
+7% +$85.1K
CELH icon
1070
Celsius Holdings
CELH
$6.89B
$1.34M ﹤0.01%
28,817
+5
+0% +$193
SR icon
1071
Spire
SR
$4.79B
$1.33M ﹤0.01%
18,275
+873
+5% +$65.4K
BZ icon
1072
Kanzhun
BZ
$7.8B
$1.33M ﹤0.01%
74,370
-149,418
-67% -$2.51M
ABCB icon
1073
Ameris Bancorp
ABCB
$5.88B
$1.33M ﹤0.01%
20,502
+2,213
+12% +$131K
IVZ icon
1074
Invesco
IVZ
$14B
$1.33M ﹤0.01%
84,069
+8,685
+12% +$125K
UAA icon
1075
Under Armour
UAA
$2.5B
$1.32M ﹤0.01%
193,938
-27,116
-12% -$169K
41 42
43
44 45

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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.