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Swiss National Bank’s
StepStone Group
STEP
Stock Holding History
Swiss National Bank’s Portfolio
STEP Stock Details
STEP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.66M
Hold
139,500
–
–
﹤0.01%
1183
2025
Q4
$8.95M
Buy
139,500
+2,400
+2%
+$152K
0.01%
1029
2025
Q3
$8.95M
Buy
137,100
+6,700
+5%
+$409K
0.01%
1024
2025
Q2
$7.24M
Buy
130,400
+3,500
+3%
+$187K
﹤0.01%
1082
2025
Q1
$6.63M
Hold
126,900
–
–
﹤0.01%
1101
2024
Q4
$7.34M
Buy
126,900
+14,100
+13%
+$874K
﹤0.01%
1097
2024
Q3
$6.41M
Buy
112,800
+5,400
+5%
+$275K
﹤0.01%
1179
2024
Q2
$4.93M
Buy
107,400
+6,200
+6%
+$244K
﹤0.01%
1292
2024
Q1
$3.62M
Sell
101,200
-4,000
-4%
-$135K
﹤0.01%
1504
2023
Q4
$3.35M
Sell
105,200
-12,200
-10%
-$345K
﹤0.01%
1536
2023
Q3
$3.71M
Buy
117,400
+8,100
+7%
+$235K
﹤0.01%
1456
2023
Q2
$2.71M
Buy
109,300
+2,200
+2%
+$50.5K
﹤0.01%
1687
2023
Q1
$2.6M
Sell
107,100
-11,500
-10%
-$314K
﹤0.01%
1665
2022
Q4
$2.99M
Buy
118,600
+3,300
+3%
+$92.2K
﹤0.01%
1640
2022
Q3
$2.83M
Buy
115,300
+700
+0.6%
+$19.1K
﹤0.01%
1637
2022
Q2
$2.98M
Buy
114,600
+1,400
+1%
+$38.1K
﹤0.01%
1646
2022
Q1
$3.74M
Buy
113,200
+7,700
+7%
+$265K
﹤0.01%
1637
2021
Q4
$4.39M
Buy
105,500
+20,800
+25%
+$919K
﹤0.01%
1548
2021
Q3
$3.61M
Hold
84,700
–
–
﹤0.01%
1683
2021
Q2
$2.91M
Buy
+84,700
New
+$2.82M
﹤0.01%
1852
Other funds holding STEP
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$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
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$134B AUM
35.51%
1-Year Est. Return
PWA
Pitcairn Wealth Advisors
Conshohocken, Pennsylvania
$1.09B AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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