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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
(+17%)
Cap. Flow
+$2.16B
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
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 |
Apple
AAPL
|
+$167M |
| 3 |
Microsoft
MSFT
|
+$148M |
| 4 |
NVIDIA
NVDA
|
+$141M |
| 5 |
UBS Group
UBS
|
+$123M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$104M |
| 2 |
CME Group
CME
|
+$92.2M |
| 3 |
Procter & Gamble
PG
|
+$67.1M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
1226
Power Integrations
POWI
$3.46B
| $951K | ﹤0.01% |
17,005
+1,815
| +12% | +$93.1K |
|
1227
Teleflex
TFX
$5.89B
| $945K | ﹤0.01% |
7,982
-197
| -2% | -$24.9K |
|
1228
Korn Ferry
KFY
$4.25B
| $944K | ﹤0.01% |
12,868
+1,406
| +12% | +$93.6K |
|
1229
Dentsply Sirona
XRAY
$2.34B
| $943K | ﹤0.01% |
59,363
+948
| +2% | +$14.2K |
|
1230
Avient
AVNT
$4.19B
| $943K | ﹤0.01% |
29,171
+4,360
| +18% | +$151K |
|
|
KRMN
1231
Karman Holdings
KRMN
$8.24B
| $942K | ﹤0.01% |
+18,700
| New | +$752K |
|
1232
Silgan Holdings
SLGN
$4.35B
| $940K | ﹤0.01% |
17,348
+2,887
| +20% | +$153K |
|
|
SEZL
1233
Sezzle
SEZL
$3.97B
| $939K | ﹤0.01% |
+5,238
| New | +$464K |
|
1234
PennyMac Financial
PFSI
$3.94B
| $937K | ﹤0.01% |
9,404
+1,232
| +15% | +$119K |
|
1235
Atlanta Braves Holdings Series B
BATRK
$3.21B
| $937K | ﹤0.01% |
20,027
+6,678
| +50% | +$273K |
|
1236
Academy Sports + Outdoors
ASO
$3.09B
| $934K | ﹤0.01% |
20,841
| – | – |
|
1237
AvePoint
AVPT
$2.75B
| $934K | ﹤0.01% |
48,348
+5,576
| +13% | +$96.7K |
|
1238
WesBanco
WSBC
$4B
| $931K | ﹤0.01% |
29,442
+3,450
| +13% | +$104K |
|
1239
Littelfuse
LFUS
$11.6B
| $930K | ﹤0.01% |
4,100
-1,711
| -29% | -$337K |
|
1240
Goodyear
GT
$1.74B
| $926K | ﹤0.01% |
89,276
+18,953
| +27% | +$201K |
|
1241
Genworth Financial
GNW
$3.75B
| $925K | ﹤0.01% |
118,880
+10,835
| +10% | +$75.7K |
|
1242
Franklin Electric
FELE
$4.75B
| $920K | ﹤0.01% |
10,257
-100
| -1% | -$8.77K |
|
1243
Construction Partners
ROAD
$6.68B
| $920K | ﹤0.01% |
8,659
| – | – |
|
1244
First Interstate BancSystem
FIBK
$3.56B
| $918K | ﹤0.01% |
31,867
-547
| -2% | -$14.7K |
|
1245
Federated Hermes
FHI
$4.71B
| $918K | ﹤0.01% |
20,712
+15
| +0.1% | +$617 |
|
1246
Avis
CAR
$4.9B
| $917K | ﹤0.01% |
5,424
-416
| -7% | -$44.8K |
|
1247
PVH
PVH
$4.02B
| $910K | ﹤0.01% |
13,264
+18
| +0.1% | +$1.31K |
|
1248
Workiva
WK
$3.66B
| $908K | ﹤0.01% |
13,269
| – | – |
|
|
ECG
1249
Everus Construction Group
ECG
$6.73B
| $907K | ﹤0.01% |
14,278
+646
| +5% | +$32.7K |
|
1250
Argan
AGX
$8.15B
| $907K | ﹤0.01% |
4,113
+181
| +5% | +$32.6K |
|
Similar funds
LP
TI
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.