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Swiss Life Asset Management’s StepStone Group STEP Stock Holding History

Swiss Life Asset Management’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
5,140
+523
+11% +$25.9K ﹤0.01% 1492
2026
Q1 		$220K Buy
4,617
+1,363
+42% +$78.7K ﹤0.01% 1326
2025
Q4 		$209K Hold
3,254
– – ﹤0.01% 1256
2025
Q3 		$213K Buy
+3,254
New +$199K ﹤0.01% 1087

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Swiss Life Asset Management increased its StepStone Group (STEP) stake by 11% in Q2 2026, buying an estimated $25.9K and bringing the position to 5,140 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Swiss Life Asset Management first reported a position in STEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $220K in Q1 2026. 154 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • Swiss Life Asset Management held 5,140 shares of StepStone Group worth $213K as of Q2 2026.
  • Swiss Life Asset Management bought 523 StepStone Group shares in Q2 2026, an estimated $25.9K.
  • StepStone Group made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1492 holding.
  • Swiss Life Asset Management first reported a position in StepStone Group in Q3 2025 and has held it in 4 quarters since.
  • Swiss Life Asset Management's StepStone Group position peaked at $220K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

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