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Swiss Life Asset Management’s IDEX IEX Stock Holding History

Swiss Life Asset Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.55M Sell
20,066
-4,450
-18% -$941K 0.02% 474
2026
Q1 		$4.65M Buy
24,516
+7,127
+41% +$1.41M 0.02% 420
2025
Q4 		$3.09M Buy
17,389
+2,346
+16% +$401K 0.02% 493
2025
Q3 		$2.45M Buy
15,043
+701
+5% +$118K 0.01% 540
2025
Q2 		$2.52M Sell
14,342
-40,059
-74% -$7.1M 0.01% 522
2025
Q1 		$9.84M Buy
54,401
+314
+0.6% +$62.5K 0.07% 212
2024
Q4 		$11.3M Buy
54,087
+14,178
+36% +$3.1M 0.08% 175
2024
Q3 		$8.55M Sell
39,909
-168
-0.4% -$33.9K 0.1% 188
2024
Q2 		$8.06M Buy
40,077
+36,220
+939% +$7.91M 0.1% 187
2024
Q1 		$941K Sell
3,857
-45,979
-92% -$10.4M 0.01% 418
2023
Q4 		$10.8M Buy
49,836
+6,999
+16% +$1.41M 0.13% 184
2023
Q3 		$8.9M Sell
42,837
-1,903
-4% -$413K 0.14% 181
2023
Q2 		$9.64M Buy
44,740
+14,747
+49% +$3.1M 0.14% 181
2023
Q1 		$6.93M Sell
29,993
-6,092
-17% -$1.38M 0.1% 247
2022
Q4 		$8.26M Buy
36,085
+21,717
+151% +$4.85M 0.14% 192
2022
Q3 		$2.87M Buy
14,368
+6,994
+95% +$1.41M 0.05% 380
2022
Q2 		$1.34M Buy
+7,374
New +$1.39M 0.02% 466
2019
Q3 		– Sell
-2,899
Closed -$499K – 527
2019
Q2 		$499K Buy
+2,899
New +$455K 0.01% 462

Other funds holding IEX

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Swiss Life Asset Management reduced its IDEX (IEX) stake by 18% in Q2 2026, selling an estimated $941K and leaving 20,066 shares worth $4.55M. The position accounts for 0.02% of the portfolio, ranked #474.

Swiss Life Asset Management first reported a position in IEX in Q2 2019 and has held it in 18 quarters since. The position peaked at $11.3M in Q4 2024. 440 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Swiss Life Asset Management held 20,066 shares of IDEX worth $4.55M as of Q2 2026.
  • Swiss Life Asset Management sold 4,450 IDEX shares in Q2 2026, an estimated $941K.
  • IDEX made up 0.02% of Swiss Life Asset Management's portfolio in Q2 2026, its #474 holding.
  • Swiss Life Asset Management first reported a position in IDEX in Q2 2019 and has held it in 18 quarters since.
  • Swiss Life Asset Management's IDEX position peaked at $11.3M in Q4 2024.
  • 440 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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