Swiss Life Asset Management’s Nu Holdings NU Stock Holding History

Swiss Life Asset Management’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.46M	Buy	+558,301	New	+$7.53M	0.03%	380
2026 Q1	–	Sell	-396,988	Closed	-$6.65M	–	1581
2025 Q4	$6.65M	Buy	396,988 +60,953	+18%	+$980K	0.03%	357
2025 Q3	$5.38M	Buy	336,035 +93,277	+38%	+$1.3M	0.03%	384
2025 Q2	$3.33M	Buy	242,758 +146,576	+152%	+$1.76M	0.02%	463
2025 Q1	$985K	Buy	+96,182	New	+$1.14M	0.01%	612

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

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

Swiss Life Asset Management opened a new position in Nu Holdings (NU) in Q2 2026: 558,301 shares worth $7.46M. The stake represents 0.03% of the portfolio and ranks #380 among its holdings. This is a return to the name: Swiss Life Asset Management previously reported a position in NU as recently as Q4 2025.

Swiss Life Asset Management first reported a position in NU in Q1 2025 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Swiss Life Asset Management held 558,301 shares of Nu Holdings worth $7.46M as of Q2 2026.
Nu Holdings was a new Swiss Life Asset Management position in Q2 2026.
Nu Holdings made up 0.03% of Swiss Life Asset Management's portfolio in Q2 2026, its #380 holding.
Swiss Life Asset Management first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
596 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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