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Swiss Life Asset Management’s UMB Financial UMBF Stock Holding History

Swiss Life Asset Management’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$678K Sell
4,751
-158
-3% -$20.3K ﹤0.01% 822
2026
Q1 		$554K Buy
4,909
+1,429
+41% +$172K ﹤0.01% 825
2025
Q4 		$400K Buy
3,480
+35
+1% +$3.96K ﹤0.01% 884
2025
Q3 		$408K Buy
+3,445
New +$397K ﹤0.01% 785

Other funds holding UMBF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Swiss Life Asset Management reduced its UMB Financial (UMBF) stake by 3.2% in Q2 2026, selling an estimated $20.3K and leaving 4,751 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Swiss Life Asset Management first reported a position in UMBF in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Swiss Life Asset Management held 4,751 shares of UMB Financial worth $678K as of Q2 2026.
  • Swiss Life Asset Management sold 158 UMB Financial shares in Q2 2026, an estimated $20.3K.
  • UMB Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #822 holding.
  • Swiss Life Asset Management first reported a position in UMB Financial in Q3 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

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