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Swiss Life Asset Management’s Jackson Financial JXN Stock Holding History

Swiss Life Asset Management’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$390K Sell
3,805
-541
-12% -$58.6K ﹤0.01% 1111
2026
Q1 		$459K Buy
4,346
+1,017
+31% +$114K ﹤0.01% 899
2025
Q4 		$355K Hold
3,329
– – ﹤0.01% 943
2025
Q3 		$337K Buy
+3,329
New +$311K ﹤0.01% 855
2021
Q4 		– Sell
-27,568
Closed -$717K – 555
2021
Q3 		$717K Buy
+27,568
New +$750K 0.01% 481

Other funds holding JXN

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
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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Swiss Life Asset Management reduced its Jackson Financial (JXN) stake by 12% in Q2 2026, selling an estimated $58.6K and leaving 3,805 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Swiss Life Asset Management first reported a position in JXN in Q3 2021 and has held it in 5 quarters since. The position peaked at $717K in Q3 2021. 372 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Swiss Life Asset Management held 3,805 shares of Jackson Financial worth $390K as of Q2 2026.
  • Swiss Life Asset Management sold 541 Jackson Financial shares in Q2 2026, an estimated $58.6K.
  • Jackson Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1111 holding.
  • Swiss Life Asset Management first reported a position in Jackson Financial in Q3 2021 and has held it in 5 quarters since.
  • Swiss Life Asset Management's Jackson Financial position peaked at $717K in Q3 2021.
  • 372 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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