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Swiss Life Asset Management’s Five Below FIVE Stock Holding History

Swiss Life Asset Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$894K Buy
4,974
+133
+3% +$28.6K ﹤0.01% 734
2026
Q1 		$1.11M Buy
4,841
+2,252
+87% +$471K 0.01% 636
2025
Q4 		$488K Buy
2,589
+26
+1% +$4.23K ﹤0.01% 805
2025
Q3 		$396K Buy
+2,563
New +$363K ﹤0.01% 794

Other funds holding FIVE

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Swiss Life Asset Management increased its Five Below (FIVE) stake by 2.7% in Q2 2026, buying an estimated $28.6K and bringing the position to 4,974 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Swiss Life Asset Management first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q1 2026. 371 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Swiss Life Asset Management held 4,974 shares of Five Below worth $894K as of Q2 2026.
  • Swiss Life Asset Management bought 133 Five Below shares in Q2 2026, an estimated $28.6K.
  • Five Below made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #734 holding.
  • Swiss Life Asset Management first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
  • Swiss Life Asset Management's Five Below position peaked at $1.11M in Q1 2026.
  • 371 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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