Swiss Life Asset Management’s TransAlta TAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	19,042 +689	+4%	+$9.1K	﹤0.01%	1360
2026 Q1	$241K	Buy	18,353 +5,456	+42%	+$70.3K	﹤0.01%	1260
2025 Q4	$163K	Hold	12,897	–	–	﹤0.01%	1324
2025 Q3	$176K	Buy	+12,897	New	+$159K	﹤0.01%	1124
2016 Q1	–	Sell	-331,446	Closed	-$1.17M	–	390
2015 Q4	$1.17M	Buy	331,446 +109,246	+49%	+$472K	0.05%	139
2015 Q3	$1.03M	Buy	+222,200	New	+$1.27M	0.05%	142

Other funds holding TAC

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

PIC

PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return

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

Swiss Life Asset Management increased its TransAlta (TAC) stake by 3.8% in Q2 2026, buying an estimated $9.1K and bringing the position to 19,042 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Swiss Life Asset Management first reported a position in TAC in Q3 2015 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2015. 84 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Swiss Life Asset Management held 19,042 shares of TransAlta worth $263K as of Q2 2026.
Swiss Life Asset Management bought 689 TransAlta shares in Q2 2026, an estimated $9.1K.
TransAlta made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1360 holding.
Swiss Life Asset Management first reported a position in TransAlta in Q3 2015 and has held it in 6 quarters since.
Swiss Life Asset Management's TransAlta position peaked at $1.17M in Q4 2015.
84 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

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