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Swiss Life Asset Management’s Performance Food Group PFGC Stock Holding History

Swiss Life Asset Management’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
10,522
+1,198
+13% +$114K ﹤0.01% 663
2026
Q1 		$799K Buy
9,324
+1,750
+23% +$160K ﹤0.01% 708
2025
Q4 		$681K Buy
7,574
+310
+4% +$29.9K ﹤0.01% 709
2025
Q3 		$756K Buy
7,264
+3,214
+79% +$322K ﹤0.01% 654
2025
Q2 		$354K Buy
+4,050
New +$337K ﹤0.01% 699

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Swiss Life Asset Management increased its Performance Food Group (PFGC) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 10,522 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Swiss Life Asset Management first reported a position in PFGC in Q2 2025 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Swiss Life Asset Management held 10,522 shares of Performance Food Group worth $1.18M as of Q2 2026.
  • Swiss Life Asset Management bought 1,198 Performance Food Group shares in Q2 2026, an estimated $114K.
  • Performance Food Group made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #663 holding.
  • Swiss Life Asset Management first reported a position in Performance Food Group in Q2 2025 and has held it in 5 quarters since.
  • 395 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

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