Swiss Life Asset Management’s Upstart Holdings UPST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Buy	+6,185	New	+$191K	﹤0.01%	1476
2025 Q4	–	Sell	-3,946	Closed	-$200K	–	1414
2025 Q3	$200K	Buy	+3,946	New	+$278K	﹤0.01%	1116
2022 Q2	–	Sell	-18,463	Closed	-$2.01M	–	668
2022 Q1	$2.01M	Buy	18,463 +14,382	+352%	+$1.66M	0.03%	419
2021 Q4	$617K	Buy	+4,081	New	+$1.02M	0.01%	493

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Swiss Life Asset Management opened a new position in Upstart Holdings (UPST) in Q2 2026: 6,185 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: Swiss Life Asset Management previously reported a position in UPST as recently as Q3 2025.

Swiss Life Asset Management first reported a position in UPST in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.01M in Q1 2022. 228 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Swiss Life Asset Management held 6,185 shares of Upstart Holdings worth $219K as of Q2 2026.
Upstart Holdings was a new Swiss Life Asset Management position in Q2 2026.
Upstart Holdings made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1476 holding.
Swiss Life Asset Management first reported a position in Upstart Holdings in Q4 2021 and has held it in 4 quarters since.
Swiss Life Asset Management's Upstart Holdings position peaked at $2.01M in Q1 2022.
228 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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