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Swiss Life Asset Management’s XP XP Stock Holding History

Swiss Life Asset Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Buy
+61,625
New +$1.1M ﹤0.01% 703
2026
Q1 		– Sell
-46,486
Closed -$761K – 1627
2025
Q4 		$761K Buy
46,486
+10,763
+30% +$189K ﹤0.01% 690
2025
Q3 		$671K Buy
35,723
+7,702
+27% +$138K ﹤0.01% 665
2025
Q2 		$566K Buy
28,021
+16,217
+137% +$280K ﹤0.01% 653
2025
Q1 		$162K Buy
+11,804
New +$163K ﹤0.01% 694

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Swiss Life Asset Management opened a new position in XP (XP) in Q2 2026: 61,625 shares worth $1M. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Swiss Life Asset Management previously reported a position in XP as recently as Q4 2025.

Swiss Life Asset Management first reported a position in XP in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Swiss Life Asset Management held 61,625 shares of XP worth $1M as of Q2 2026.
  • XP was a new Swiss Life Asset Management position in Q2 2026.
  • XP made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #703 holding.
  • Swiss Life Asset Management first reported a position in XP in Q1 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held XP as of Q2 2026.

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