Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$71,469,472
+$24,857,116 QoQ
Shares Held
70,666
+28.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#241
of 3,142 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $317,989,832 across 31 Capital Markets names. GS ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
781,093 | $163,279,680 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
70,666 | $71,469,472 | |
| 3 | SCHW |
Schwab Charles Corp
|
357,255 | $32,963,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
232,508 | $23,315,902 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
22,931 | $6,459,203 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
53,634 | $4,668,303 | |
| 7 | IREN |
IREN Ltd
|
43,621 | $1,994,788 | |
| 8 | TW |
Tradeweb Markets Inc.
|
18,740 | $1,867,628 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,469,472 | 70,666 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $46,612,356 | 55,098 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $52,466,631 | 59,689 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,500,917 | 47,091 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $23,948,136 | 33,837 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $25,654,323 | 46,961 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $15,862,719 | 27,702 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $18,190,340 | 36,740 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $22,889,200 | 50,604 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $13,792,540 | 33,021 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $20,779,500 | 53,865 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $11,527,504 | 35,626 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $15,652,543 | 48,529 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $17,191,919 | 52,557 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $12,704,029 | 36,997 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $11,828,962 | 40,365 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $12,069,407 | 40,635 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $12,229,214 | 37,047 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $15,167,341 | 39,648 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $22,707,505 | 60,068 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $18,482,351 | 48,698 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $14,325,216 | 43,808 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $11,221,387 | 42,552 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $3,927,355 | 19,542 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $3,835,408 | 19,408 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $2,851,412 | 18,445 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||