Swiss Life Asset Management Ltd

Position in HRB — H&R Block Inc

CIK 1637689 Zurich, V8

Position in HRB

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

Position Value

$527,103

+$148,318 QoQ

Shares Held

13,842

+16.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#282

of 536 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $4,996,695 across 5 Personal Services names. HRB ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	71,161	$2,970,259
2	SCI	Service Corp International	8,377	$636,316
3	FTDR	Frontdoor, Inc.	7,941	$616,142
4	HRB	H&R Block Inc This page	13,842	$527,103
5	BFAM	Bright Horizons Family Solutions Inc.	3,483	$246,875

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,103	13,842	+16.0%	Shares	Sole	2026-07-29
2026-03-31	$378,785	11,934	+13.3%	Shares	Sole	2026-05-14
2025-12-31	$459,071	10,534	+73.3%	Shares	Sole	2026-02-04
2025-09-30	$307,364	6,078	-89.3%	Shares	Sole	2025-12-02
2020-03-31	$797,265	56,624	—	Shares	Defined	2025-12-29
No filing history on record for this holder in this stock.