Position in DEFT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,682
-$3,473 QoQ
Shares Held
15,700
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Swiss Life Asset Management Ltd holds $276,072,143 across 31 Capital Markets names. DEFT ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
804,732 | $132,434,744 | |
| 2 | SCHW |
Schwab Charles Corp
|
623,162 | $58,564,764 | |
| 3 | GS |
Goldman Sachs Group Inc
|
55,098 | $46,612,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
225,452 | $15,623,823 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
14,113 | $4,245,613 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
51,068 | $3,425,130 | |
| 7 | FUTU |
Futu Holdings Ltd
|
19,637 | $2,685,556 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
118,816 | $2,192,155 |
All Filings in DEFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,682 | 15,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,155 | 16,100 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,898 | 11,800 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||