SLAM
CBZ icon

Swiss Life Asset Management’s CBIZ CBZ Stock Holding History

Swiss Life Asset Management’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Buy
+8,965
New +$279K ﹤0.01% 1292

Other funds holding CBZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

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

Swiss Life Asset Management opened a new position in CBIZ (CBZ) in Q2 2026: 8,965 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings.

161 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Swiss Life Asset Management held 8,965 shares of CBIZ worth $288K as of Q2 2026.
  • CBIZ was a new Swiss Life Asset Management position in Q2 2026.
  • CBIZ made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1292 holding.
  • 161 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

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