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Swiss Life Asset Management’s Pultegroup PHM Stock Holding History

Swiss Life Asset Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.2M Sell
52,440
-1,153
-2% -$140K 0.03% 389
2026
Q1 		$6.3M Buy
53,593
+4,692
+10% +$601K 0.03% 371
2025
Q4 		$5.73M Buy
48,901
+2,220
+5% +$272K 0.03% 378
2025
Q3 		$6.17M Sell
46,681
-2,789
-6% -$346K 0.03% 358
2025
Q2 		$5.22M Sell
49,470
-6,842
-12% -$689K 0.03% 367
2025
Q1 		$5.79M Buy
56,312
+22,355
+66% +$2.41M 0.04% 316
2024
Q4 		$3.69M Sell
33,957
-16,263
-32% -$2.11M 0.03% 370
2024
Q3 		$7.21M Sell
50,220
-3,597
-7% -$457K 0.08% 210
2024
Q2 		$5.93M Buy
53,817
+5,750
+12% +$653K 0.07% 229
2024
Q1 		$5.8M Sell
48,067
-23,147
-33% -$2.48M 0.08% 210
2023
Q4 		$7.35M Sell
71,214
-24,121
-25% -$2.05M 0.09% 257
2023
Q3 		$7.06M Buy
95,335
+20,268
+27% +$1.62M 0.11% 220
2023
Q2 		$5.83M Sell
75,067
-28,731
-28% -$1.95M 0.09% 271
2023
Q1 		$6.05M Buy
+103,798
New +$5.6M 0.09% 276
2021
Q4 		– Sell
-73,306
Closed -$3.37M – 561
2021
Q3 		$3.37M Buy
73,306
+57,031
+350% +$2.96M 0.05% 357
2021
Q2 		$1M Buy
16,275
+10,005
+160% +$559K 0.01% 475
2021
Q1 		$329K Sell
6,270
-55,961
-90% -$2.61M ﹤0.01% 490
2020
Q4 		$2.68M Buy
62,231
+4,173
+7% +$185K 0.04% 395
2020
Q3 		$2.69M Buy
58,058
+1,744
+3% +$74.6K 0.04% 293
2020
Q2 		$1.92M Sell
56,314
-54,600
-49% -$1.64M 0.03% 331
2020
Q1 		$2.48M Sell
110,914
-13,930
-11% -$538K 0.05% 258
2019
Q4 		$4.84M Buy
124,844
+30,646
+33% +$1.19M 0.09% 187
2019
Q3 		$3.44M Buy
94,198
+51,526
+121% +$1.71M 0.04% 226
2019
Q2 		$1.35M Buy
+42,672
New +$1.33M 0.02% 365
2018
Q4 		– Sell
-103,488
Closed -$2.56M – 392
2018
Q3 		$2.56M Buy
103,488
+79,678
+335% +$2.26M 0.03% 266
2018
Q2 		$685K Sell
23,810
-43,558
-65% -$1.31M 0.01% 406
2018
Q1 		$1.99M Buy
67,368
+14,268
+27% +$443K 0.03% 298
2017
Q4 		$1.77M Buy
53,100
+11,424
+27% +$355K 0.04% 234
2017
Q3 		$1.14M Buy
+41,676
New +$1.05M 0.03% 298

Other funds holding PHM

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Swiss Life Asset Management reduced its Pultegroup (PHM) stake by 2.2% in Q2 2026, selling an estimated $140K and leaving 52,440 shares worth $7.2M. The position accounts for 0.03% of the portfolio, ranked #389.

Swiss Life Asset Management first reported a position in PHM in Q3 2017 and has held it in 29 quarters since. The position peaked at $7.35M in Q4 2023. 741 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Swiss Life Asset Management held 52,440 shares of Pultegroup worth $7.2M as of Q2 2026.
  • Swiss Life Asset Management sold 1,153 Pultegroup shares in Q2 2026, an estimated $140K.
  • Pultegroup made up 0.03% of Swiss Life Asset Management's portfolio in Q2 2026, its #389 holding.
  • Swiss Life Asset Management first reported a position in Pultegroup in Q3 2017 and has held it in 29 quarters since.
  • Swiss Life Asset Management's Pultegroup position peaked at $7.35M in Q4 2023.
  • 741 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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