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Swiss Life Asset Management’s LPL Financial LPLA Stock Holding History

Swiss Life Asset Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.46M Buy
22,931
+8,818
+62% +$2.65M 0.03% 414
2026
Q1 		$4.25M Buy
14,113
+1,461
+12% +$490K 0.02% 440
2025
Q4 		$4.52M Buy
12,652
+261
+2% +$92.3K 0.02% 431
2025
Q3 		$4.12M Sell
12,391
-5,565
-31% -$2.02M 0.02% 438
2025
Q2 		$6.73M Buy
17,956
+7,732
+76% +$2.71M 0.04% 311
2025
Q1 		$3.34M Buy
10,224
+2,672
+35% +$930K 0.02% 405
2024
Q4 		$2.46M Buy
7,552
+5,553
+278% +$1.64M 0.02% 445
2024
Q3 		$465K Sell
1,999
-17,604
-90% -$3.97M 0.01% 541
2024
Q2 		$5.48M Buy
+19,603
New +$5.32M 0.06% 238
2024
Q1 		– Sell
-1,293
Closed -$295K – 590
2023
Q4 		$295K Buy
1,293
+85
+7% +$19.1K ﹤0.01% 618
2023
Q3 		$287K Sell
1,208
-30,606
-96% -$7.11M ﹤0.01% 604
2023
Q2 		$6.92M Sell
31,814
-1,751
-5% -$351K 0.1% 245
2023
Q1 		$6.79M Buy
33,565
+9,267
+38% +$2.12M 0.1% 250
2022
Q4 		$5.25M Sell
24,298
-186
-0.8% -$43.5K 0.09% 259
2022
Q3 		$5.35M Buy
24,484
+4,128
+20% +$878K 0.09% 244
2022
Q2 		$3.76M Buy
+20,356
New +$3.87M 0.06% 331

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Swiss Life Asset Management increased its LPL Financial (LPLA) stake by 62% in Q2 2026, buying an estimated $2.65M and bringing the position to 22,931 shares worth $6.46M. The position accounts for 0.03% of the portfolio, ranked #414.

Swiss Life Asset Management first reported a position in LPLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.92M in Q2 2023. 493 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Swiss Life Asset Management held 22,931 shares of LPL Financial worth $6.46M as of Q2 2026.
  • Swiss Life Asset Management bought 8,818 LPL Financial shares in Q2 2026, an estimated $2.65M.
  • LPL Financial made up 0.03% of Swiss Life Asset Management's portfolio in Q2 2026, its #414 holding.
  • Swiss Life Asset Management first reported a position in LPL Financial in Q2 2022 and has held it in 16 quarters since.
  • Swiss Life Asset Management's LPL Financial position peaked at $6.92M in Q2 2023.
  • 493 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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