Swiss Life Asset Management’s Affiliated Managers Group AMG Stock Holding History

Swiss Life Asset Management’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$666K	Sell	1,967 -527	-21%	-$163K	﹤0.01%	828
2026 Q1	$690K	Buy	2,494 +284	+13%	+$85.6K	﹤0.01%	758
2025 Q4	$637K	Buy	2,210 +864	+64%	+$223K	﹤0.01%	723
2025 Q3	$321K	Buy	+1,346	New	+$297K	﹤0.01%	875
2019 Q3	–	Sell	-4,404	Closed	-$406K	–	508
2019 Q2	$406K	Buy	+4,404	New	+$432K	﹤0.01%	482
2018 Q4	–	Sell	-2,834	Closed	-$387K	–	202
2018 Q3	$387K	Buy	+2,834	New	+$419K	0.01%	477
2018 Q2	–	Sell	-7,709	Closed	-$1.46M	–	518
2018 Q1	$1.46M	Buy	7,709 +1,526	+25%	+$297K	0.03%	357
2017 Q4	$1.27M	Buy	+6,183	New	+$1.2M	0.03%	308
2017 Q3	–	Sell	-6,430	Closed	-$1.06M	–	450
2017 Q2	$1.06M	Buy	6,430 +582	+10%	+$92.9K	0.03%	313
2017 Q1	$960K	Buy	+5,848	New	+$925K	0.03%	287
2015 Q4	–	Sell	-1,931	Closed	-$330K	–	313
2015 Q3	$330K	Buy	+1,931	New	+$380K	0.02%	252

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Swiss Life Asset Management's AMG Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Affiliated Managers Group (AMG) stake by 21% in Q2 2026, selling an estimated $163K and leaving 1,967 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Swiss Life Asset Management first reported a position in AMG in Q3 2015 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2018. 365 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Swiss Life Asset Management held 1,967 shares of Affiliated Managers Group worth $666K as of Q2 2026.
Swiss Life Asset Management sold 527 Affiliated Managers Group shares in Q2 2026, an estimated $163K.
Affiliated Managers Group made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #828 holding.
Swiss Life Asset Management first reported a position in Affiliated Managers Group in Q3 2015 and has held it in 11 quarters since.
Swiss Life Asset Management's Affiliated Managers Group position peaked at $1.46M in Q1 2018.
365 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.