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Swiss Life Asset Management’s Southwest Gas SWX Stock Holding History

Swiss Life Asset Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Buy
6,476
+515
+9% +$46.1K ﹤0.01% 892
2026
Q1 		$518K Buy
5,961
+3,050
+105% +$260K ﹤0.01% 850
2025
Q4 		$233K Buy
2,911
+199
+7% +$15.9K ﹤0.01% 1184
2025
Q3 		$212K Buy
+2,712
New +$211K ﹤0.01% 1088

Other funds holding SWX

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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 SWX Position: Q2 2026 in Review

Swiss Life Asset Management increased its Southwest Gas (SWX) stake by 8.6% in Q2 2026, buying an estimated $46.1K and bringing the position to 6,476 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Swiss Life Asset Management first reported a position in SWX in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Swiss Life Asset Management held 6,476 shares of Southwest Gas worth $574K as of Q2 2026.
  • Swiss Life Asset Management bought 515 Southwest Gas shares in Q2 2026, an estimated $46.1K.
  • Southwest Gas made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #892 holding.
  • Swiss Life Asset Management first reported a position in Southwest Gas in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

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