Swiss Life Asset Management’s Helios Technologies HLIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$336K	Buy	+3,770	New	+$289K	﹤0.01%	1189

Other funds holding HLIO

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

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

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Swiss Life Asset Management opened a new position in Helios Technologies (HLIO) in Q2 2026: 3,770 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings.

174 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

Swiss Life Asset Management held 3,770 shares of Helios Technologies worth $336K as of Q2 2026.
Helios Technologies was a new Swiss Life Asset Management position in Q2 2026.
Helios Technologies made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1189 holding.
174 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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