Swiss Life Asset Management’s SEI Investments SEIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$543K	Sell	6,195 -3,232	-34%	-$282K	﹤0.01%	914
2026 Q1	$740K	Buy	9,427 +1,745	+23%	+$144K	﹤0.01%	737
2025 Q4	$630K	Buy	7,682 +2,949	+62%	+$242K	﹤0.01%	726
2025 Q3	$402K	Sell	4,733 -31,568	-87%	-$2.8M	﹤0.01%	790
2025 Q2	$3.26M	Buy	36,301 +18,931	+109%	+$1.53M	0.02%	467
2025 Q1	$1.35M	Buy	17,370 +2,634	+18%	+$212K	0.01%	572
2024 Q4	$1.21M	Buy	14,736 +5,828	+65%	+$457K	0.01%	562
2024 Q3	$616K	Buy	+8,908	New	+$595K	0.01%	499
2023 Q3	–	Sell	-49,131	Closed	-$2.93M	–	641
2023 Q2	$2.93M	Hold	49,131	–	–	0.04%	426
2023 Q1	$2.83M	Buy	+49,131	New	+$2.95M	0.04%	433
2020 Q1	–	Sell	-9,157	Closed	-$600K	–	517
2019 Q4	$600K	Buy	9,157 +1,070	+13%	+$66.5K	0.01%	431
2019 Q3	$479K	Buy	+8,087	New	+$468K	0.01%	450

Other funds holding SEIC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Swiss Life Asset Management reduced its SEI Investments (SEIC) stake by 34% in Q2 2026, selling an estimated $282K and leaving 6,195 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Swiss Life Asset Management first reported a position in SEIC in Q3 2019 and has held it in 12 quarters since. The position peaked at $3.26M in Q2 2025. 447 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Swiss Life Asset Management held 6,195 shares of SEI Investments worth $543K as of Q2 2026.
Swiss Life Asset Management sold 3,232 SEI Investments shares in Q2 2026, an estimated $282K.
SEI Investments made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #914 holding.
Swiss Life Asset Management first reported a position in SEI Investments in Q3 2019 and has held it in 12 quarters since.
Swiss Life Asset Management's SEI Investments position peaked at $3.26M in Q2 2025.
447 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

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