Swiss Life Asset Management Ltd
Position in LPLA — LPL Financial Holdings Inc.
CIK 1637689
Zurich, V8
Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,459,203
+$2,213,590 QoQ
Shares Held
22,931
+62.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#197
of 764 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA 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. LPLA ranks #5 (2.0% 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.
|
232,508 | $23,315,902 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
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 LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,459,203 | 22,931 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $4,245,613 | 14,113 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,518,914 | 12,652 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,122,361 | 12,391 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $6,732,960 | 17,956 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $3,344,678 | 10,224 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $2,465,803 | 7,552 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $465,026 | 1,999 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $5,475,117 | 19,603 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $294,312 | 1,293 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $287,081 | 1,208 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $6,917,317 | 31,814 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $6,793,555 | 33,565 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $5,252,498 | 24,298 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $5,349,264 | 24,484 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $3,755,274 | 20,356 | Shares | Defined | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||