Swiss Life Asset Management’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Buy	+3,775	New	+$243K	﹤0.01%	1372
2022 Q2	–	Sell	-3,616	Closed	-$379K	–	660
2022 Q1	$379K	Buy	+3,616	New	+$412K	0.01%	534
2017 Q4	–	Sell	-16,947	Closed	-$1.77M	–	513
2017 Q3	$1.77M	Buy	+16,947	New	+$1.61M	0.05%	211
2016 Q4	–	Sell	-6,782	Closed	-$525K	–	461
2016 Q3	$525K	Buy	6,782 +1,149	+20%	+$99.8K	0.02%	347
2016 Q2	$460K	Buy	5,633 +1,736	+45%	+$154K	0.02%	256
2016 Q1	$384K	Buy	+3,897	New	+$338K	0.02%	296

Other funds holding PII

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Swiss Life Asset Management opened a new position in Polaris (PII) in Q2 2026: 3,775 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings. This is a return to the name: Swiss Life Asset Management previously reported a position in PII as recently as Q1 2022.

Swiss Life Asset Management first reported a position in PII in Q1 2016 and has held it in 6 quarters since. The position peaked at $1.77M in Q3 2017. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Swiss Life Asset Management held 3,775 shares of Polaris worth $258K as of Q2 2026.
Polaris was a new Swiss Life Asset Management position in Q2 2026.
Polaris made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1372 holding.
Swiss Life Asset Management first reported a position in Polaris in Q1 2016 and has held it in 6 quarters since.
Swiss Life Asset Management's Polaris position peaked at $1.77M in Q3 2017.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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