Position in HOOD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$23,315,902
+$7,692,079 QoQ
Shares Held
232,508
+3.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#191
of 1,387 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD 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. HOOD ranks #4 (7.3% 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
|
70,666 | $71,469,472 | |
| 3 | SCHW |
Schwab Charles Corp
|
357,255 | $32,963,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
This page
|
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 HOOD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,315,902 | 232,508 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $15,623,823 | 225,452 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,831,512 | 272,604 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $18,780,061 | 131,164 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $15,102,424 | 161,299 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $1,989,477 | 47,801 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $1,286,326 | 34,523 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $441,326 | 18,844 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $256,895 | 11,312 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $215,739 | 16,934 | Shares | Defined | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||