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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
TMDX icon
1101
Transmedics
TMDX
$3.07B
$1.25M ﹤0.01%
9,345
+126
+1% +$13.8K
AUB icon
1102
Atlantic Union Bankshares
AUB
$5.95B
$1.25M ﹤0.01%
40,021
+10,808
+37% +$312K
BILL icon
1103
BILL Holdings
BILL
$4.91B
$1.25M ﹤0.01%
27,010
– –
FHB icon
1104
First Hawaiian
FHB
$3.32B
$1.25M ﹤0.01%
49,964
+8,442
+20% +$198K
VLY icon
1105
Valley National Bancorp
VLY
$8.1B
$1.24M ﹤0.01%
138,697
+8,786
+7% +$76.3K
AG icon
1106
First Majestic Silver
AG
$9.29B
$1.23M ﹤0.01%
148,927
+21,787
+17% +$147K
LUMN icon
1107
Lumen
LUMN
$6.85B
$1.23M ﹤0.01%
280,804
+36,919
+15% +$143K
EBC icon
1108
Eastern Bankshares
EBC
$5.25B
$1.23M ﹤0.01%
80,438
+30,870
+62% +$464K
APA icon
1109
APA Corp
APA
$14.4B
$1.21M ﹤0.01%
66,182
-3,952
-6% -$68.5K
HESM icon
1110
Hess Midstream
HESM
$5.21B
$1.21M ﹤0.01%
31,339
+3,452
+12% +$131K
ALKS icon
1111
Alkermes
ALKS
$8.29B
$1.21M ﹤0.01%
42,153
+3,118
+8% +$92.8K
WOR icon
1112
Worthington Enterprises
WOR
$2.79B
$1.2M ﹤0.01%
18,876
+1,874
+11% +$104K
OSIS icon
1113
OSI Systems
OSIS
$3.83B
$1.2M ﹤0.01%
5,335
+1,143
+27% +$244K
IDA icon
1114
Idacorp
IDA
$8.08B
$1.2M ﹤0.01%
10,383
+1,022
+11% +$118K
PB icon
1115
Prosperity Bancshares
PB
$8.81B
$1.19M ﹤0.01%
16,956
– –
CURB
1116
Curbline Properties
CURB
$3.44B
$1.19M ﹤0.01%
52,139
-13,028
-20% -$300K
UEC icon
1117
Uranium Energy
UEC
$5.63B
$1.19M ﹤0.01%
175,040
+15,346
+10% +$86K
OGS icon
1118
ONE Gas
OGS
$4.96B
$1.18M ﹤0.01%
16,479
+617
+4% +$46.4K
RUSHA icon
1119
Rush Enterprises Class A
RUSHA
$6.23B
$1.18M ﹤0.01%
22,973
+3,464
+18% +$176K
AVT icon
1120
Avnet
AVT
$7.99B
$1.18M ﹤0.01%
22,256
+2,180
+11% +$108K
MGNI icon
1121
Magnite
MGNI
$3.47B
$1.18M ﹤0.01%
48,871
+4,882
+11% +$71.9K
H icon
1122
Hyatt Hotels
H
$16B
$1.18M ﹤0.01%
8,439
-31,382
-79% -$3.92M
DLB icon
1123
Dolby
DLB
$5.82B
$1.18M ﹤0.01%
15,855
+665
+4% +$49.8K
CRSP icon
1124
CRISPR Therapeutics
CRSP
$5.17B
$1.17M ﹤0.01%
24,129
+1,036
+4% +$40.1K
NOVT icon
1125
Novanta
NOVT
$6.2B
$1.17M ﹤0.01%
9,092
– –
43 44
45
46 47

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TI
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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.