Swiss Life Asset Management’s Brookfield Asset Management BAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Sell	28,774 -58,904	-67%	-$2.78M	0.01%	644
2026 Q1	$3.9M	Buy	87,678 +14,731	+20%	+$719K	0.02%	452
2025 Q4	$3.82M	Buy	72,947 +13,720	+23%	+$738K	0.02%	461
2025 Q3	$3.38M	Buy	59,227 +4,337	+8%	+$258K	0.02%	482
2025 Q2	$3.04M	Buy	54,890 +37,903	+223%	+$2.03M	0.02%	482
2025 Q1	$822K	Buy	16,987 +3,913	+30%	+$213K	0.01%	630
2024 Q4	$708K	Buy	+13,074	New	+$706K	0.01%	633

Other funds holding BAM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Swiss Life Asset Management reduced its Brookfield Asset Management (BAM) stake by 67% in Q2 2026, selling an estimated $2.78M and leaving 28,774 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #644.

Swiss Life Asset Management first reported a position in BAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.9M in Q1 2026. 427 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Swiss Life Asset Management held 28,774 shares of Brookfield Asset Management worth $1.29M as of Q2 2026.
Swiss Life Asset Management sold 58,904 Brookfield Asset Management shares in Q2 2026, an estimated $2.78M.
Brookfield Asset Management made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #644 holding.
Swiss Life Asset Management first reported a position in Brookfield Asset Management in Q4 2024 and has held it in 7 quarters since.
Swiss Life Asset Management's Brookfield Asset Management position peaked at $3.9M in Q1 2026.
427 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

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