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Swiss Life Asset Management’s ePlus PLUS Stock Holding History

Swiss Life Asset Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,771
Closed -$284K – 1704
2026
Q1 		$284K Buy
3,771
+767
+26% +$62.9K ﹤0.01% 1148
2025
Q4 		$263K Buy
+3,004
New +$248K ﹤0.01% 1100

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Swiss Life Asset Management sold out of ePlus (PLUS) in Q2 2026, closing a stake of 3,771 shares — an estimated $284K sold.

Swiss Life Asset Management first reported a position in PLUS in Q4 2025 and held it in 2 quarters. The position peaked at $284K in Q1 2026. 201 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Swiss Life Asset Management reported no remaining ePlus position as of Q2 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 3,771 ePlus shares in Q2 2026, an estimated $284K.
  • Swiss Life Asset Management first reported a position in ePlus in Q4 2025 and held it in 2 quarters.
  • Swiss Life Asset Management's ePlus position peaked at $284K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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