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Swiss Life Asset Management’s Pegasystems PEGA Stock Holding History

Swiss Life Asset Management’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Sell
10,276
-101
-1% -$3.61K ﹤0.01% 1250
2026
Q1 		$442K Buy
10,377
+2,475
+31% +$115K ﹤0.01% 923
2025
Q4 		$472K Buy
7,902
+3,628
+85% +$213K ﹤0.01% 815
2025
Q3 		$246K Buy
+4,274
New +$235K ﹤0.01% 1015

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

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

Swiss Life Asset Management reduced its Pegasystems (PEGA) stake by 0.97% in Q2 2026, selling an estimated $3.61K and leaving 10,276 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Swiss Life Asset Management first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. The position peaked at $472K in Q4 2025. 292 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Swiss Life Asset Management held 10,276 shares of Pegasystems worth $308K as of Q2 2026.
  • Swiss Life Asset Management sold 101 Pegasystems shares in Q2 2026, an estimated $3.61K.
  • Pegasystems made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1250 holding.
  • Swiss Life Asset Management first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • Swiss Life Asset Management's Pegasystems position peaked at $472K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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