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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
BMY icon
101
Bristol-Myers Squibb
BMY
$132B
$74.2M 0.18%
1,603,182
+155,550
+11% +$7.64M
BLK icon
102
Blackrock
BLK
$176B
$73.9M 0.18%
70,450
+2,645
+4% +$2.5M
WM icon
103
Waste Management
WM
$91B
$73.4M 0.18%
320,667
-139,233
-30% -$32.3M
EWBC icon
104
East-West Bancorp
EWBC
$18B
$72.2M 0.18%
714,897
+44,875
+7% +$3.98M
EQIX icon
105
Equinix
EQIX
$103B
$72M 0.18%
90,457
+662
+0.7% +$562K
TDG icon
106
TransDigm Group
TDG
$67.7B
$71.9M 0.18%
47,290
+8,419
+22% +$11.8M
LOW icon
107
Lowe's Companies
LOW
$125B
$71.8M 0.18%
323,607
+76,736
+31% +$17.1M
MELI icon
108
Mercado Libre
MELI
$92.3B
$70.3M 0.17%
26,884
-308
-1% -$719K
NXT icon
109
Nextpower Inc
NXT
$15.7B
$70.1M 0.17%
1,288,499
-191,668
-13% -$9.61M
SNPS icon
110
Synopsys
SNPS
$79.7B
$69.3M 0.17%
135,174
-16,647
-11% -$7.76M
O icon
111
Realty Income
O
$59.1B
$68.2M 0.17%
1,184,624
+422,137
+55% +$23.9M
PM icon
112
Philip Morris
PM
$295B
$68M 0.17%
373,581
-80,105
-18% -$13.8M
MMM icon
113
3M
MMM
$94.3B
$67.6M 0.17%
444,183
+30,483
+7% +$4.36M
FIX icon
114
Comfort Systems
FIX
$59.6B
$66.7M 0.16%
124,389
+113,987
+1,096% +$49.7M
NEM icon
115
Newmont
NEM
$119B
$66.5M 0.16%
1,141,606
+35,876
+3% +$1.92M
SHOP icon
116
Shopify
SHOP
$195B
$65.3M 0.16%
565,784
+42,581
+8% +$4.26M
LRCX icon
117
Lam Research
LRCX
$390B
$64.3M 0.16%
660,570
+31,491
+5% +$2.5M
UNP icon
118
Union Pacific
UNP
$174B
$63.9M 0.16%
277,767
+5,156
+2% +$1.14M
MDT icon
119
Medtronic
MDT
$112B
$62.9M 0.15%
722,089
+352,008
+95% +$29.9M
NEE icon
120
NextEra Energy
NEE
$177B
$62.3M 0.15%
897,760
+7,322
+0.8% +$509K
SPG icon
121
Simon Property Group
SPG
$72.3B
$62.1M 0.15%
386,350
+14,593
+4% +$2.31M
OC icon
122
Owens Corning
OC
$12.4B
$61.1M 0.15%
444,060
-68,519
-13% -$9.46M
COP icon
123
ConocoPhillips
COP
$141B
$58.6M 0.14%
653,289
-173,767
-21% -$15.6M
PYPL icon
124
PayPal
PYPL
$50.5B
$58.5M 0.14%
787,591
+25,772
+3% +$1.76M
SBUX icon
125
Starbucks
SBUX
$120B
$56.6M 0.14%
617,627
+58,264
+10% +$5.05M
3 4
5
6 7

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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.