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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 | |
|---|---|---|---|---|---|---|
176
Robinhood
HOOD
$83.9B
| $41.9M | 0.1% |
447,138
+103,389
| +30% | +$6.12M |
|
177
Marathon Petroleum
MPC
$83.7B
| $41.7M | 0.1% |
250,930
+96,454
| +62% | +$14.5M |
|
178
Boeing
BA
$185B
| $41.1M | 0.1% |
196,225
+5,373
| +3% | +$1.01M |
|
179
Mondelez International
MDLZ
$79.9B
| $41M | 0.1% |
607,488
+64,414
| +12% | +$4.3M |
|
180
Micron Technology
MU
$991B
| $40.8M | 0.1% |
331,186
-402,255
| -55% | -$37.6M |
|
181
CVS Health
CVS
$122B
| $40.7M | 0.1% |
590,727
+307,055
| +108% | +$20.1M |
|
182
CRH
CRH
$66.8B
| $40.7M | 0.1% |
442,051
-393,326
| -47% | -$35.9M |
|
183
Paychex
PAYX
$42.7B
| $40.6M | 0.1% |
279,024
+25,017
| +10% | +$3.77M |
|
184
Consolidated Edison
ED
$39.9B
| $40.1M | 0.1% |
400,035
+74,640
| +23% | +$7.9M |
|
185
Coinbase
COIN
$40.5B
| $39.9M | 0.1% |
113,837
+16,686
| +17% | +$3.9M |
|
186
Allstate
ALL
$67.5B
| $39.8M | 0.1% |
197,460
+63,579
| +47% | +$12.7M |
|
187
Yum! Brands
YUM
$41.1B
| $39.3M | 0.1% |
265,043
+155,426
| +142% | +$22.7M |
|
188
Cognizant
CTSH
$26B
| $38.9M | 0.1% |
498,172
+89,722
| +22% | +$6.88M |
|
189
PTC
PTC
$16B
| $38.6M | 0.09% |
223,797
+38,272
| +21% | +$6.17M |
|
190
KKR & Co
KKR
$92.3B
| $38.3M | 0.09% |
287,776
+10,160
| +4% | +$1.19M |
|
191
Duke Energy
DUK
$97.3B
| $38.1M | 0.09% |
323,136
-85,363
| -21% | -$10.1M |
|
192
MetLife
MET
$62.1B
| $38.1M | 0.09% |
473,482
-305,874
| -39% | -$23.6M |
|
193
Emcor
EME
$36B
| $37.9M | 0.09% |
70,834
+14,651
| +26% | +$6.46M |
|
194
Elevance Health
ELV
$85.5B
| $37.7M | 0.09% |
96,978
+6,390
| +7% | +$2.57M |
|
195
Stryker
SYK
$130B
| $37.6M | 0.09% |
94,958
-62,406
| -40% | -$23.3M |
|
196
Carpenter Technology
CRS
$28.4B
| $37.6M | 0.09% |
135,890
+122,885
| +945% | +$26.8M |
|
197
MSCI
MSCI
$40.9B
| $37M | 0.09% |
64,175
+3,032
| +5% | +$1.68M |
|
198
Equitable Holdings
EQH
$14.1B
| $37M | 0.09% |
659,235
+106,362
| +19% | +$5.47M |
|
199
Colgate-Palmolive
CL
$74.4B
| $36.6M | 0.09% |
402,596
+50,183
| +14% | +$4.58M |
|
200
O'Reilly Automotive
ORLY
$76.3B
| $36.5M | 0.09% |
404,517
+132,402
| +49% | +$12.1M |
|
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.