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Swiss Life Asset Management’s IES Holdings IESC Stock Holding History

Swiss Life Asset Management’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$702K Sell
955
-13
-1% -$8.39K ﹤0.01% 810
2026
Q1 		$461K Buy
968
+94
+11% +$43.1K ﹤0.01% 898
2025
Q4 		$340K Buy
+874
New +$351K ﹤0.01% 962

Other funds holding IESC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Swiss Life Asset Management reduced its IES Holdings (IESC) stake by 1.3% in Q2 2026, selling an estimated $8.39K and leaving 955 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Swiss Life Asset Management first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Swiss Life Asset Management held 955 shares of IES Holdings worth $702K as of Q2 2026.
  • Swiss Life Asset Management sold 13 IES Holdings shares in Q2 2026, an estimated $8.39K.
  • IES Holdings made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #810 holding.
  • Swiss Life Asset Management first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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