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Swiss Life Asset Management’s Houlihan Lokey HLI Stock Holding History

Swiss Life Asset Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$514K Buy
3,833
+370
+11% +$54.6K ﹤0.01% 944
2026
Q1 		$497K Sell
3,463
-545
-14% -$89.7K ﹤0.01% 870
2025
Q4 		$698K Buy
4,008
+1,520
+61% +$279K ﹤0.01% 706
2025
Q3 		$511K Buy
2,488
+1,091
+78% +$214K ﹤0.01% 714
2025
Q2 		$251K Buy
+1,397
New +$235K ﹤0.01% 756

Other funds holding HLI

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Swiss Life Asset Management increased its Houlihan Lokey (HLI) stake by 11% in Q2 2026, buying an estimated $54.6K and bringing the position to 3,833 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Swiss Life Asset Management first reported a position in HLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $698K in Q4 2025. 334 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Swiss Life Asset Management held 3,833 shares of Houlihan Lokey worth $514K as of Q2 2026.
  • Swiss Life Asset Management bought 370 Houlihan Lokey shares in Q2 2026, an estimated $54.6K.
  • Houlihan Lokey made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #944 holding.
  • Swiss Life Asset Management first reported a position in Houlihan Lokey in Q2 2025 and has held it in 5 quarters since.
  • Swiss Life Asset Management's Houlihan Lokey position peaked at $698K in Q4 2025.
  • 334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

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