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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
FRO icon
1351
Frontline
FRO
$8.56B
$760K ﹤0.01%
46,334
+4,734
+11% +$80.3K
CVBF icon
1352
CVB Financial
CVBF
$3.97B
$758K ﹤0.01%
38,298
-69
-0.2% -$1.28K
BNTX icon
1353
BioNTech
BNTX
$23.3B
$757K ﹤0.01%
7,108
-171
-2% -$17.3K
EEFT icon
1354
Euronet Worldwide
EEFT
$2.65B
$757K ﹤0.01%
7,464
– –
GTY
1355
Getty Realty Corp
GTY
$2.01B
$755K ﹤0.01%
27,311
+1,813
+7% +$52K
ECHO
1356
EchoStar
ECHO
$25.9B
$754K ﹤0.01%
27,226
+3,196
+13% +$70.2K
FXI icon
1357
iShares China Large-Cap ETF
FXI
$4.35B
$751K ﹤0.01%
20,389
+4,443
+28% +$156K
DRS icon
1358
Leonardo DRS
DRS
$12B
$750K ﹤0.01%
16,144
-15,214
-49% -$611K
BB icon
1359
BlackBerry
BB
$5.18B
$749K ﹤0.01%
163,354
+14,362
+10% +$54.2K
AX icon
1360
Axos Financial
AX
$5.63B
$749K ﹤0.01%
9,847
– –
XENE icon
1361
Xenon Pharmaceuticals
XENE
$6.21B
$747K ﹤0.01%
23,866
+4,910
+26% +$160K
BKU icon
1362
Bankunited
BKU
$3.3B
$744K ﹤0.01%
20,894
-80
-0.4% -$2.69K
EFSC icon
1363
Enterprise Financial Services Corp
EFSC
$2.38B
$743K ﹤0.01%
13,490
+2,621
+24% +$137K
AVDX
1364
DELISTED
AvidXchange
AVDX
$743K ﹤0.01%
75,899
+45,735
+152% +$412K
PBR icon
1365
Petrobras
PBR
$118B
$742K ﹤0.01%
59,346
+6,375
+12% +$76.4K
GBTG icon
1366
American Express Global Business Travel
GBTG
$4.94B
$737K ﹤0.01%
117,054
-57,286
-33% -$368K
SILA
1367
DELISTED
Sila Realty Trust
SILA
$737K ﹤0.01%
31,120
-1,400
-4% -$35.3K
PTEN icon
1368
Patterson-UTI
PTEN
$4.19B
$735K ﹤0.01%
123,973
+6,912
+6% +$41.6K
ACLS icon
1369
Axcelis
ACLS
$4.1B
$735K ﹤0.01%
10,544
+47
+0.4% +$2.68K
VRE
1370
DELISTED
Veris Residential
VRE
$733K ﹤0.01%
49,249
+5,671
+13% +$87.2K
ACLX
1371
DELISTED
Arcellx
ACLX
$732K ﹤0.01%
11,117
+1,538
+16% +$95.7K
NBTB icon
1372
NBT Bancorp
NBTB
$2.73B
$730K ﹤0.01%
17,568
+2,301
+15% +$95.8K
SEDG icon
1373
SolarEdge
SEDG
$1.98B
$728K ﹤0.01%
35,699
-388
-1% -$6.42K
LMAT icon
1374
LeMaitre Vascular
LMAT
$1.86B
$726K ﹤0.01%
8,746
+523
+6% +$43.7K
SYNA icon
1375
Synaptics
SYNA
$4.09B
$722K ﹤0.01%
11,141
– –
53 54
55
56 57

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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.