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Swiss Life Asset Management’s Interactive Brokers IBKR Stock Holding History

Swiss Life Asset Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.67M Buy
53,634
+2,566
+5% +$214K 0.02% 467
2026
Q1 		$3.43M Buy
51,068
+11,398
+29% +$814K 0.02% 476
2025
Q4 		$2.55M Sell
39,670
-1,618
-4% -$108K 0.01% 528
2025
Q3 		$2.84M Buy
41,288
+2,780
+7% +$175K 0.01% 513
2025
Q2 		$2.13M Buy
38,508
+12,708
+49% +$603K 0.01% 545
2025
Q1 		$1.07M Buy
25,800
+19,476
+308% +$965K 0.01% 600
2024
Q4 		$279K Buy
+6,324
New +$266K ﹤0.01% 675

Other funds holding IBKR

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Swiss Life Asset Management increased its Interactive Brokers (IBKR) stake by 5% in Q2 2026, buying an estimated $214K and bringing the position to 53,634 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #467.

Swiss Life Asset Management first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 769 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Swiss Life Asset Management held 53,634 shares of Interactive Brokers worth $4.67M as of Q2 2026.
  • Swiss Life Asset Management bought 2,566 Interactive Brokers shares in Q2 2026, an estimated $214K.
  • Interactive Brokers made up 0.02% of Swiss Life Asset Management's portfolio in Q2 2026, its #467 holding.
  • Swiss Life Asset Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 769 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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