Swiss Life Asset Management Ltd
Position in LPLA — LPL Financial Holdings Inc.
CIK 1637689
Zurich, V8
Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,245,613
-$273,301 QoQ
Shares Held
14,113
+11.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA 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. LPLA ranks #5 (1.5% 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.
This page
|
14,113 | $4,245,613 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
51,068 | $3,425,130 | |
| 7 | FUTU |
Futu Holdings Ltd
|
19,637 | $2,685,556 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
118,816 | $2,192,155 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||