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Swiss Life Asset Management’s Customers Bancorp CUBI Stock Holding History

Swiss Life Asset Management’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Buy
4,097
+214
+6% +$16.2K ﹤0.01% 1216
2026
Q1 		$270K Buy
3,883
+71
+2% +$5.16K ﹤0.01% 1182
2025
Q4 		$279K Buy
+3,812
New +$261K ﹤0.01% 1066

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Swiss Life Asset Management increased its Customers Bancorp (CUBI) stake by 5.5% in Q2 2026, buying an estimated $16.2K and bringing the position to 4,097 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Swiss Life Asset Management first reported a position in CUBI in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Swiss Life Asset Management held 4,097 shares of Customers Bancorp worth $324K as of Q2 2026.
  • Swiss Life Asset Management bought 214 Customers Bancorp shares in Q2 2026, an estimated $16.2K.
  • Customers Bancorp made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1216 holding.
  • Swiss Life Asset Management first reported a position in Customers Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

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