Swiss Life Asset Management’s Fortis FTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.35M	Buy	93,606 +13,116	+16%	+$740K	0.02%	439
2026 Q1	$4.49M	Buy	80,490 +10,546	+15%	+$579K	0.02%	429
2025 Q4	$3.64M	Buy	69,944 +5,671	+9%	+$291K	0.02%	467
2025 Q3	$3.26M	Buy	64,273 +11,448	+22%	+$563K	0.02%	488
2025 Q2	$2.52M	Sell	52,825 -520	-1%	-$24.8K	0.01%	520
2025 Q1	$2.43M	Buy	53,345 +15,181	+40%	+$660K	0.02%	463
2024 Q4	$1.58M	Buy	+38,164	New	+$1.67M	0.01%	514
2024 Q1	–	Sell	-5,509	Closed	-$228K	–	578
2023 Q4	$228K	Sell	5,509 -14,984	-73%	-$604K	﹤0.01%	624
2023 Q3	$782K	Buy	20,493 +3,896	+23%	+$159K	0.01%	558
2023 Q2	$716K	Buy	+16,597	New	+$723K	0.01%	548
2020 Q3	–	Sell	-7,668	Closed	-$291K	–	492
2020 Q2	$291K	Buy	+7,668	New	+$292K	﹤0.01%	474

Other funds holding FTS

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

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

TWC

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Swiss Life Asset Management increased its Fortis (FTS) stake by 16% in Q2 2026, buying an estimated $740K and bringing the position to 93,606 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #439.

Swiss Life Asset Management first reported a position in FTS in Q2 2020 and has held it in 11 quarters since. 214 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Swiss Life Asset Management held 93,606 shares of Fortis worth $5.35M as of Q2 2026.
Swiss Life Asset Management bought 13,116 Fortis shares in Q2 2026, an estimated $740K.
Fortis made up 0.02% of Swiss Life Asset Management's portfolio in Q2 2026, its #439 holding.
Swiss Life Asset Management first reported a position in Fortis in Q2 2020 and has held it in 11 quarters since.
214 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

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