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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
INTA icon
1201
Intapp
INTA
$2.99B
$985K ﹤0.01%
19,090
+4,288
+29% +$234K
PRCT icon
1202
Procept Biorobotics
PRCT
$1.24B
$984K ﹤0.01%
17,089
+3,121
+22% +$176K
CNK icon
1203
Cinemark Holdings
CNK
$4.38B
$980K ﹤0.01%
32,456
+2,279
+8% +$68.9K
NMIH icon
1204
NMI Holdings
NMIH
$3.32B
$977K ﹤0.01%
23,160
+2,126
+10% +$79.9K
PAG icon
1205
Penske Automotive Group
PAG
$14.2B
$975K ﹤0.01%
5,674
– –
TNL icon
1206
Travel + Leisure Co
TNL
$4.5B
$970K ﹤0.01%
18,802
+2,614
+16% +$123K
AUR icon
1207
Aurora
AUR
$13.7B
$970K ﹤0.01%
185,134
-63,118
-25% -$396K
BCC icon
1208
Boise Cascade
BCC
$2.96B
$970K ﹤0.01%
11,172
-87
-0.8% -$7.89K
PEB icon
1209
Pebblebrook Hotel Trust
PEB
$2B
$970K ﹤0.01%
97,072
+10,244
+12% +$95.2K
SNSR icon
1210
Global X Internet of Things ETF
SNSR
$221M
$967K ﹤0.01%
25,640
+1,560
+6% +$53.1K
TPC
1211
Tutor Perini Cor
TPC
$5.18B
$961K ﹤0.01%
20,552
-2,811
-12% -$89.5K
BHF icon
1212
Brighthouse Financial
BHF
$3.46B
$961K ﹤0.01%
17,872
+984
+6% +$55.3K
BC icon
1213
Brunswick
BC
$5.21B
$961K ﹤0.01%
17,396
+866
+5% +$43.8K
RARE icon
1214
Ultragenyx Pharmaceutical
RARE
$2.64B
$959K ﹤0.01%
26,379
+4,027
+18% +$145K
LTH icon
1215
Life Time Group Holdings
LTH
$9.49B
$958K ﹤0.01%
31,596
+18,157
+135% +$539K
REVG
1216
DELISTED
REV Group
REVG
$958K ﹤0.01%
20,126
+2,284
+13% +$85K
CATY icon
1217
Cathay General Bancorp
CATY
$4.23B
$957K ﹤0.01%
21,023
– –
LAUR icon
1218
Laureate Education
LAUR
$5.13B
$956K ﹤0.01%
40,887
-2,032
-5% -$43.6K
XHR
1219
Xenia Hotels & Resorts
XHR
$1.74B
$955K ﹤0.01%
75,960
+4,004
+6% +$45.8K
MRUS
1220
DELISTED
Merus
MRUS
$955K ﹤0.01%
18,150
+4,783
+36% +$225K
BCO icon
1221
Brink's
BCO
$4.55B
$954K ﹤0.01%
10,689
+3,621
+51% +$315K
ITGR icon
1222
Integer Holdings
ITGR
$4.25B
$953K ﹤0.01%
7,752
+1,848
+31% +$221K
CAKE icon
1223
Cheesecake Factory
CAKE
$5.53B
$953K ﹤0.01%
15,210
+2,089
+16% +$111K
KTB icon
1224
Kontoor Brands
KTB
$4.27B
$951K ﹤0.01%
14,414
+723
+5% +$46.7K
MOG.A icon
1225
Moog Inc Class A
MOG.A
$13B
$951K ﹤0.01%
5,253
-2,846
-35% -$499K
47 48
49
50 51

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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.