Position in FUTU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,685,556
+$21,249 QoQ
Shares Held
19,637
+21.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FUTU 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. FUTU ranks #7 (1.0% 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
This page
|
19,637 | $2,685,556 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
118,816 | $2,192,155 |
All Filings in FUTU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,685,556 | 19,637 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,664,307 | 16,225 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,533,851 | 20,320 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,127,939 | 25,309 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $529,251 | 5,171 | Shares | Sole | 2025-12-02 | |
| 2024-09-30 | $436,737 | 4,566 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $299,551 | 4,566 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $245,124 | 4,487 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $339,171 | 5,867 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $1,000,414 | 25,174 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $616,807 | 11,896 | Shares | Sole | 2025-12-09 | |
| 2021-06-30 | $1,172,323 | 6,546 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||