Swiss Life Asset Management Ltd

Position in AWR — American States Water Co

CIK 1637689 Zurich, V8

Position in AWR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$434,633

+$59,936 QoQ

Shares Held

5,260

+6.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#213

of 408 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $10,770,934 across 3 Utilities - Regulated Water names. AWR ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	70,856	$9,323,232
2	WTRG	Essential Utilities, Inc.	26,444	$1,013,069
3	AWR	American States Water Co This page	5,260	$434,633

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,633	5,260	+6.2%	Shares	Sole	2026-07-29
2026-03-31	$374,697	4,955	+22.5%	Shares	Sole	2026-05-14
2025-12-31	$293,254	4,046	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.