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Swiss Life Asset Management’s New Jersey Resources NJR Stock Holding History

Swiss Life Asset Management’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$549K Buy
9,799
+3,109
+46% +$174K ﹤0.01% 911
2026
Q1 		$367K Buy
6,690
+1,788
+36% +$92.4K ﹤0.01% 1016
2025
Q4 		$226K Buy
4,902
+500
+11% +$23.1K ﹤0.01% 1205
2025
Q3 		$212K Buy
+4,402
New +$205K ﹤0.01% 1089

Other funds holding NJR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

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

Swiss Life Asset Management increased its New Jersey Resources (NJR) stake by 46% in Q2 2026, buying an estimated $174K and bringing the position to 9,799 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Swiss Life Asset Management first reported a position in NJR in Q3 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Swiss Life Asset Management held 9,799 shares of New Jersey Resources worth $549K as of Q2 2026.
  • Swiss Life Asset Management bought 3,109 New Jersey Resources shares in Q2 2026, an estimated $174K.
  • New Jersey Resources made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #911 holding.
  • Swiss Life Asset Management first reported a position in New Jersey Resources in Q3 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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