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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 | |
|---|---|---|---|---|---|---|
1726
Tandem Diabetes Care
TNDM
$1.63B
| $400K | ﹤0.01% |
21,449
| – | – |
|
1727
Northwest Natural Holdings
NWN
$2.11B
| $399K | ﹤0.01% |
10,048
| – | – |
|
1728
TeraWulf
WULF
$8.44B
| $399K | ﹤0.01% |
91,075
+34,957
| +62% | +$119K |
|
1729
Perimeter Solutions
PRM
$5.67B
| $399K | ﹤0.01% |
28,650
+296
| +1% | +$3.42K |
|
1730
Perella Weinberg Partners
PWP
$1.32B
| $398K | ﹤0.01% |
20,498
+8,577
| +72% | +$152K |
|
1731
Crescent Energy
CRGY
$4.1B
| $396K | ﹤0.01% |
46,092
-7,430
| -14% | -$65K |
|
1732
Alamo Group
ALG
$2.08B
| $396K | ﹤0.01% |
1,815
| – | – |
|
1733
BrightView Holdings
BV
$1.04B
| $396K | ﹤0.01% |
23,798
+6,045
| +34% | +$90.4K |
|
1734
Goosehead Insurance
GSHD
$2.34B
| $396K | ﹤0.01% |
3,750
| – | – |
|
|
BNT
1735
Brookfield Wealth Solutions
BNT
$12.4B
| $393K | ﹤0.01% |
9,551
+35
| +0.4% | +$1.3K |
|
1736
Pacira BioSciences
PCRX
$978M
| $393K | ﹤0.01% |
16,450
-69
| -0.4% | -$1.74K |
|
1737
Pediatrix Medical
MD
$2.14B
| $392K | ﹤0.01% |
27,347
+6,222
| +29% | +$85.3K |
|
1738
Upbound Group
UPBD
$1.11B
| $392K | ﹤0.01% |
15,612
| – | – |
|
1739
Vale
VALE
$60.8B
| $391K | ﹤0.01% |
40,248
+7,222
| +22% | +$68K |
|
1740
Calumet Specialty Products
CLMT
$4.12B
| $390K | ﹤0.01% |
24,769
| – | – |
|
1741
Apogee Therapeutics
APGE
$10.2B
| $389K | ﹤0.01% |
8,960
+7,753
| +642% | +$295K |
|
|
DEC
1742
Diversified Energy Company
DEC
$1.03B
| $389K | ﹤0.01% |
26,184
+8,920
| +52% | +$119K |
|
|
KLG
1743
DELISTED
WK Kellogg Co
KLG
| $389K | ﹤0.01% |
24,401
+2,177
| +10% | +$37.9K |
|
1744
Spectrum Brands
SPB
$2.03B
| $389K | ﹤0.01% |
7,336
| – | – |
|
1745
Skyward Specialty Insurance
SKWD
$2.54B
| $389K | ﹤0.01% |
6,727
| – | – |
|
|
AD
1746
Array Digital Infrastructure
AD
$3.04B
| $389K | ﹤0.01% |
6,074
+2,611
| +75% | +$166K |
|
1747
Celldex Therapeutics
CLDX
$3.49B
| $388K | ﹤0.01% |
19,060
+3,130
| +20% | +$60.9K |
|
1748
Stock Yards Bancorp
SYBT
$2.6B
| $388K | ﹤0.01% |
4,911
-2,637
| -35% | -$193K |
|
1749
Dime Commercial Bancshares
DCOM
$1.79B
| $387K | ﹤0.01% |
14,364
+8,674
| +152% | +$227K |
|
1750
MasterBrand
MBC
$1.88B
| $385K | ﹤0.01% |
35,246
+3,589
| +11% | +$39.7K |
|
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.