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Swiss Life Asset Management’s Morningstar MORN Stock Holding History

Swiss Life Asset Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Buy
2,566
+47
+2% +$8.17K ﹤0.01% 1095
2026
Q1 		$426K Buy
2,519
+1,314
+109% +$244K ﹤0.01% 942
2025
Q4 		$262K Sell
1,205
-59
-5% -$12.8K ﹤0.01% 1102
2025
Q3 		$293K Buy
1,264
+546
+76% +$146K ﹤0.01% 925
2025
Q2 		$225K Buy
+718
New +$213K ﹤0.01% 784

Other funds holding MORN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Swiss Life Asset Management increased its Morningstar (MORN) stake by 1.9% in Q2 2026, buying an estimated $8.17K and bringing the position to 2,566 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Swiss Life Asset Management first reported a position in MORN in Q2 2025 and has held it in 5 quarters since. The position peaked at $426K in Q1 2026. 272 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Swiss Life Asset Management held 2,566 shares of Morningstar worth $400K as of Q2 2026.
  • Swiss Life Asset Management bought 47 Morningstar shares in Q2 2026, an estimated $8.17K.
  • Morningstar made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1095 holding.
  • Swiss Life Asset Management first reported a position in Morningstar in Q2 2025 and has held it in 5 quarters since.
  • Swiss Life Asset Management's Morningstar position peaked at $426K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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