We are live on ! Find out more
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
BHP icon
2401
BHP
BHP
$231B
$46.6K ﹤0.01%
969
-32
-3% -$1.54K
TH icon
2402
Target Hospitality
TH
$1.64B
$46.5K ﹤0.01%
6,529
– –
SWIM icon
2403
Latham Group
SWIM
$844M
$46.1K ﹤0.01%
7,221
– –
DNA icon
2404
Ginkgo Bioworks
DNA
$519M
$41.6K ﹤0.01%
3,700
– –
SHEL icon
2405
Shell
SHEL
$247B
$41.3K ﹤0.01%
587
-16
-3% -$1.07K
EQNR icon
2406
Equinor
EQNR
$96.5B
$40.7K ﹤0.01%
1,620
-43
-3% -$1.04K
ARKO icon
2407
ARKO Corp
ARKO
$555M
$40.7K ﹤0.01%
9,620
– –
SENEA icon
2408
Seneca Foods Class A
SENEA
$1.21B
$36.6K ﹤0.01%
361
– –
KRO icon
2409
KRONOS Worldwide
KRO
$986M
$35.1K ﹤0.01%
5,667
– –
ISOU
2410
IsoEnergy Ltd
ISOU
$690M
$33.9K ﹤0.01%
+4,766
New +$33.8K
WEST icon
2411
Westrock Coffee
WEST
$824M
$33.8K ﹤0.01%
5,890
– –
CWCO icon
2412
Consolidated Water Co
CWCO
$484M
$28.7K ﹤0.01%
956
+2
+0.2% +$52
ALGT icon
2413
Allegiant Air
ALGT
$2.45B
$28.2K ﹤0.01%
513
-662
-56% -$34.1K
DSGR icon
2414
Distribution Solutions Group
DSGR
$1.61B
$26.8K ﹤0.01%
977
– –
NGVC icon
2415
Vitamin Cottage Natural Grocers
NGVC
$640M
$26.4K ﹤0.01%
672
+102
+18% +$4.72K
TTGT icon
2416
TechTarget
TTGT
$270M
$25.5K ﹤0.01%
3,285
– –
ALX
2417
Alexander's
ALX
$1.38B
$24.3K ﹤0.01%
108
– –
OLPX
2418
DELISTED
Olaplex Holdings
OLPX
$23.6K ﹤0.01%
16,823
– –
VRNA
2419
DELISTED
Verona Pharma
VRNA
$22.2K ﹤0.01%
235
-26
-10% -$1.93K
ULCC icon
2420
Frontier Group Holdings
ULCC
$1.62B
$20.2K ﹤0.01%
5,566
– –
SOPH icon
2421
SOPHiA GENETICS
SOPH
$644M
$18.6K ﹤0.01%
5,989
+67
+1% +$200
AMLX icon
2422
Amylyx Pharmaceuticals
AMLX
$2.49B
$18.1K ﹤0.01%
2,823
-329
-10% -$1.6K
PGEN icon
2423
Precigen
PGEN
$2.56B
$15.5K ﹤0.01%
10,940
-1,144
-9% -$1.63K
LUV icon
2424
Southwest Airlines
LUV
$22.2B
$15.4K ﹤0.01%
476
-47,991
-99% -$1.45M
XERS icon
2425
Xeris Biopharma Holdings
XERS
$1.47B
$15.4K ﹤0.01%
3,299
-365
-10% -$1.67K
95 96
97
98 99

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.