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Swiss Life Asset Management’s American States Water AWR Stock Holding History

Swiss Life Asset Management’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$435K Buy
5,260
+305
+6% +$23.6K ﹤0.01% 1044
2026
Q1 		$375K Buy
4,955
+909
+22% +$67K ﹤0.01% 1001
2025
Q4 		$293K Buy
+4,046
New +$298K ﹤0.01% 1035

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Swiss Life Asset Management increased its American States Water (AWR) stake by 6.2% in Q2 2026, buying an estimated $23.6K and bringing the position to 5,260 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Swiss Life Asset Management first reported a position in AWR in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • Swiss Life Asset Management held 5,260 shares of American States Water worth $435K as of Q2 2026.
  • Swiss Life Asset Management bought 305 American States Water shares in Q2 2026, an estimated $23.6K.
  • American States Water made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1044 holding.
  • Swiss Life Asset Management first reported a position in American States Water in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

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