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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
MFC icon
151
Manulife Financial
MFC
$73.5B
$47.9M 0.12%
1,501,045
+38,175
+3% +$1.18M
ENB icon
152
Enbridge
ENB
$112B
$47.7M 0.12%
1,053,224
+118,034
+13% +$5.35M
CI icon
153
Cigna
CI
$74.6B
$47.5M 0.12%
143,838
+21,783
+18% +$7.02M
DASH icon
154
DoorDash
DASH
$93.7B
$46.7M 0.11%
189,505
+48,283
+34% +$9.68M
HIG icon
155
Hartford Financial Services
HIG
$39.3B
$46.6M 0.11%
367,495
+23,788
+7% +$2.96M
EXC icon
156
Exelon
EXC
$47B
$46.2M 0.11%
1,063,031
+163,776
+18% +$7.29M
BAP icon
157
Credicorp
BAP
$30.7B
$45.6M 0.11%
203,845
+46,159
+29% +$9.36M
NKE icon
158
Nike
NKE
$61.9B
$45M 0.11%
633,737
-18,263
-3% -$1.1M
AXON
159
Axon Enterprise
AXON
$46.4B
$45M 0.11%
54,320
-5,608
-9% -$3.82M
NRG icon
160
NRG Energy
NRG
$24.8B
$44.7M 0.11%
278,466
+115,073
+70% +$15.2M
PHM icon
161
Pultegroup
PHM
$25.3B
$44.5M 0.11%
421,990
-11,825
-3% -$1.19M
CAH icon
162
Cardinal Health
CAH
$55.4B
$44.5M 0.11%
264,879
+118,135
+81% +$17.5M
SLB icon
163
SLB Ltd
SLB
$75B
$44.3M 0.11%
1,311,918
+677,122
+107% +$23.5M
RCL icon
164
Royal Caribbean
RCL
$85.6B
$44.2M 0.11%
141,110
+20,707
+17% +$4.93M
STN icon
165
Stantec
STN
$8.39B
$43.3M 0.11%
398,920
+106,194
+36% +$10.2M
PSA icon
166
Public Storage
PSA
$61.3B
$43M 0.11%
146,459
+593
+0.4% +$176K
PNR icon
167
Pentair
PNR
$11B
$43M 0.11%
418,524
-33,326
-7% -$3.11M
HLT icon
168
Hilton Worldwide
HLT
$71.5B
$42.8M 0.1%
160,757
-8,599
-5% -$2.05M
ZS icon
169
Zscaler
ZS
$27.3B
$42.8M 0.1%
136,344
+41,453
+44% +$10.3M
VLO icon
170
Valero Energy
VLO
$85.9B
$42.8M 0.1%
318,313
+23,348
+8% +$2.91M
CBRE icon
171
CBRE Group
CBRE
$42.9B
$42.7M 0.1%
304,620
+38,331
+14% +$4.85M
CTVA icon
172
Corteva
CTVA
$51.3B
$42.6M 0.1%
572,243
+123,303
+27% +$8.21M
WMB icon
173
Williams Companies
WMB
$86.1B
$42.5M 0.1%
676,400
+102,204
+18% +$6.03M
CRWD icon
174
CrowdStrike
CRWD
$218B
$42.2M 0.1%
331,524
-196,772
-37% -$21.3M
SU icon
175
Suncor Energy
SU
$70.3B
$42.2M 0.1%
1,128,113
+189,009
+20% +$6.84M
5 6
7
8 9

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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.