SLAM
SIVB

Swiss Life Asset Management’s SVB Financial Group SIVB Stock Holding History

Swiss Life Asset Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,847
Closed -$1.35M – 652
2022
Q4 		$1.35M Sell
5,847
-1,541
-21% -$383K 0.02% 472
2022
Q3 		$2.48M Sell
7,388
-112
-1% -$45.1K 0.04% 404
2022
Q2 		$2.97M Buy
7,500
+701
+10% +$330K 0.05% 383
2022
Q1 		$3.8M Buy
6,799
+7
+0.1% +$4.25K 0.05% 338
2021
Q4 		$4.61M Buy
6,792
+461
+7% +$325K 0.06% 315
2021
Q3 		$4.09M Buy
6,331
+5,677
+868% +$3.29M 0.06% 327
2021
Q2 		$8.87M Sell
654
-3,722
-85% -$2.06M 0.09% 221
2021
Q1 		$2.16M Sell
4,376
-6,230
-59% -$3.06M 0.03% 410
2020
Q4 		$4.11M Sell
10,606
-684
-6% -$222K 0.06% 320
2020
Q3 		$2.72M Buy
11,290
+10,355
+1,107% +$2.44M 0.04% 292
2020
Q2 		$202K Sell
935
-2,789
-75% -$537K ﹤0.01% 498
2020
Q1 		$563K Buy
+3,724
New +$820K 0.01% 412
2019
Q4 		– Sell
-8,534
Closed -$1.78M – 539
2019
Q3 		$1.78M Buy
8,534
+7,055
+477% +$1.48M 0.02% 365
2019
Q2 		$331K Buy
+1,479
New +$342K ﹤0.01% 505
2018
Q4 		– Sell
-1,240
Closed -$385K – 529
2018
Q3 		$385K Buy
+1,240
New +$391K 0.01% 479
2018
Q1 		– Sell
-6,665
Closed -$1.56M – 540
2017
Q4 		$1.56M Buy
+6,665
New +$1.42M 0.03% 258

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Swiss Life Asset Management's SIVB Position: Q1 2023 in Review

Swiss Life Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5,847 shares — an estimated $1.35M sold.

Swiss Life Asset Management first reported a position in SIVB in Q4 2017 and held it in 16 quarters. The position peaked at $8.87M in Q2 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Swiss Life Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Swiss Life Asset Management sold 5,847 SVB Financial Group shares in Q1 2023, an estimated $1.35M.
  • Swiss Life Asset Management first reported a position in SVB Financial Group in Q4 2017 and held it in 16 quarters.
  • Swiss Life Asset Management's SVB Financial Group position peaked at $8.87M in Q2 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Swiss Life Asset Management's 13F filing for Q1 2023, filed 9 Dec 2025.