Swiss Life Asset Management’s Equitable Holdings EQH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$840K	Sell	19,143 -74,777	-80%	-$3.13M	﹤0.01%	751
2026 Q1	$3.49M	Buy	93,920 +12,954	+16%	+$555K	0.02%	469
2025 Q4	$3.86M	Buy	80,966 +4,491	+6%	+$213K	0.02%	460
2025 Q3	$3.88M	Buy	76,475 +4,350	+6%	+$230K	0.02%	453
2025 Q2	$4.05M	Sell	72,125 -76,330	-51%	-$3.93M	0.02%	424
2025 Q1	$7.73M	Buy	148,455 +109,546	+282%	+$5.73M	0.06%	259
2024 Q4	$1.83M	Buy	+38,909	New	+$1.8M	0.01%	482
2024 Q1	–	Sell	-17,775	Closed	-$594K	–	570
2023 Q4	$594K	Buy	+17,775	New	+$520K	0.01%	541
2023 Q2	–	Sell	-15,356	Closed	-$390K	–	612
2023 Q1	$390K	Buy	15,356 +1,524	+11%	+$45K	0.01%	576
2022 Q4	$398K	Sell	13,832 -5,608	-29%	-$166K	0.01%	551
2022 Q3	$512K	Sell	19,440 -1,187	-6%	-$33.7K	0.01%	518
2022 Q2	$539K	Buy	+20,627	New	+$598K	0.01%	520
2019 Q2	–	Sell	-89,050	Closed	-$1.79M	–	542
2019 Q1	$1.79M	Buy	+89,050	New	+$1.7M	0.02%	314

Other funds holding EQH

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

Norges Bank Oslo, Norway $1T AUM

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Swiss Life Asset Management reduced its Equitable Holdings (EQH) stake by 80% in Q2 2026, selling an estimated $3.13M and leaving 19,143 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Swiss Life Asset Management first reported a position in EQH in Q1 2019 and has held it in 13 quarters since. The position peaked at $7.73M in Q1 2025. 300 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Swiss Life Asset Management held 19,143 shares of Equitable Holdings worth $840K as of Q2 2026.
Swiss Life Asset Management sold 74,777 Equitable Holdings shares in Q2 2026, an estimated $3.13M.
Equitable Holdings made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #751 holding.
Swiss Life Asset Management first reported a position in Equitable Holdings in Q1 2019 and has held it in 13 quarters since.
Swiss Life Asset Management's Equitable Holdings position peaked at $7.73M in Q1 2025.
300 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

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