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Swiss Life Asset Management’s Moelis & Co MC Stock Holding History

Swiss Life Asset Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Buy
4,713
+449
+11% +$29.4K ﹤0.01% 1248
2026
Q1 		$243K Sell
4,264
-2,163
-34% -$141K ﹤0.01% 1252
2025
Q4 		$442K Buy
6,427
+3,006
+88% +$201K ﹤0.01% 837
2025
Q3 		$244K Buy
+3,421
New +$244K ﹤0.01% 1019

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Swiss Life Asset Management increased its Moelis & Co (MC) stake by 11% in Q2 2026, buying an estimated $29.4K and bringing the position to 4,713 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Swiss Life Asset Management first reported a position in MC in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q4 2025. 267 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Swiss Life Asset Management held 4,713 shares of Moelis & Co worth $308K as of Q2 2026.
  • Swiss Life Asset Management bought 449 Moelis & Co shares in Q2 2026, an estimated $29.4K.
  • Moelis & Co made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1248 holding.
  • Swiss Life Asset Management first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • Swiss Life Asset Management's Moelis & Co position peaked at $442K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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