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Swiss Life Asset Management’s PJT Partners PJT Stock Holding History

Swiss Life Asset Management’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Sell
1,364
-255
-16% -$39.3K ﹤0.01% 1514
2026
Q1 		$226K Sell
1,619
-534
-25% -$84.1K ﹤0.01% 1309
2025
Q4 		$360K Buy
+2,153
New +$368K ﹤0.01% 935

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Swiss Life Asset Management reduced its PJT Partners (PJT) stake by 16% in Q2 2026, selling an estimated $39.3K and leaving 1,364 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Swiss Life Asset Management first reported a position in PJT in Q4 2025 and has held it in 3 quarters since. The position peaked at $360K in Q4 2025. 278 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Swiss Life Asset Management held 1,364 shares of PJT Partners worth $206K as of Q2 2026.
  • Swiss Life Asset Management sold 255 PJT Partners shares in Q2 2026, an estimated $39.3K.
  • PJT Partners made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1514 holding.
  • Swiss Life Asset Management first reported a position in PJT Partners in Q4 2025 and has held it in 3 quarters since.
  • Swiss Life Asset Management's PJT Partners position peaked at $360K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

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