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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
NVDA icon
1
NVIDIA
NVDA
$5.01T
$2.56B 6.27%
16,225,129
+1,121,619
+7% +$141M
MSFT icon
2
Microsoft
MSFT
$2.84T
$2.28B 5.57%
4,576,469
+341,744
+8% +$148M
UBS icon
3
UBS Group
UBS
$170B
$2.01B 4.91%
59,561,637
+3,975,405
+7% +$123M
AAPL icon
4
Apple
AAPL
$4.89T
$1.88B 4.6%
9,174,813
+829,360
+10% +$167M
AMZN icon
5
Amazon
AMZN
$2.5T
$1.35B 3.29%
6,131,509
-74,266
-1% -$14.7M
AVGO icon
6
Broadcom
AVGO
$1.82T
$867M 2.12%
3,144,625
+165,929
+6% +$36M
META icon
7
Meta Platforms (Facebook)
META
$1.51T
$831M 2.03%
1,126,107
+25,706
+2% +$15.9M
ALC icon
8
Alcon
ALC
$33.1B
$806M 1.97%
9,142,139
+628,338
+7% +$56.4M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.91T
$735M 1.8%
4,170,272
+6,555
+0.2% +$1.07M
TSLA icon
10
Tesla
TSLA
$1.24T
$555M 1.36%
1,746,823
+56,620
+3% +$17.1M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.9T
$525M 1.28%
2,961,099
-198,226
-6% -$32.8M
V icon
12
Visa
V
$677B
$486M 1.19%
1,368,307
+131,166
+11% +$45.7M
JPM icon
13
JPMorgan Chase
JPM
$939B
$477M 1.17%
1,644,216
-63,378
-4% -$16.2M
AMRZ
14
Amrize Ltd
AMRZ
$27.3B
$452M 1.11%
+9,097,290
New +$459M
LLY icon
15
Eli Lilly
LLY
$1.07T
$444M 1.09%
569,562
+27,694
+5% +$21.5M
WMT icon
16
Walmart Inc
WMT
$871B
$319M 0.78%
3,265,423
+1,078,482
+49% +$103M
MA icon
17
Mastercard
MA
$477B
$270M 0.66%
481,294
-81,336
-14% -$45M
CRM icon
18
Salesforce
CRM
$134B
$240M 0.59%
881,237
+50,477
+6% +$13.5M
XOM icon
19
ExxonMobil
XOM
$651B
$237M 0.58%
2,202,820
-19,390
-0.9% -$2.07M
LOGI icon
20
Logitech
LOGI
$15.2B
$228M 0.56%
2,535,873
-66,044
-3% -$5.36M
HD icon
21
Home Depot
HD
$332B
$226M 0.55%
615,537
+148,947
+32% +$53.9M
PG icon
22
Procter & Gamble
PG
$343B
$225M 0.55%
1,412,693
-410,867
-23% -$67.1M
JNJ icon
23
Johnson & Johnson
JNJ
$634B
$216M 0.53%
1,416,721
+106,239
+8% +$16.3M
CSCO icon
24
Cisco
CSCO
$450B
$213M 0.52%
3,067,224
-244,805
-7% -$15M
COST icon
25
Costco
COST
$415B
$212M 0.52%
213,884
+15,492
+8% +$15.4M
1
2 3 4 5

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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.