Swiss Life Asset Management Ltd

Position in MS — Morgan Stanley

CIK 1637689 Zurich, V8

Position in MS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$132,434,744

-$3,301,675 QoQ

Shares Held

804,732

+5.3% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Swiss Life Asset Management Ltd holds $276,072,143 across 31 Capital Markets names. MS ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	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.	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$132,434,744	804,732	+5.3%	Shares	Defined	2026-05-14
2025-12-31	$135,736,419	764,583	+2.8%	Shares	Sole	2026-02-04
2025-09-30	$118,234,447	743,800	+0.8%	Shares	Sole	2025-12-02
2025-06-30	$103,974,118	738,138	+1.4%	Shares	Defined	2025-12-02
2025-03-31	$84,909,975	727,779	+4.1%	Shares	Defined	2025-12-02
2024-12-31	$87,852,884	698,798	+97.4%	Shares	Defined	2025-12-09
2024-09-30	$36,904,399	354,033	-3.1%	Shares	Defined	2025-12-09
2024-06-30	$35,514,975	365,418	+5.6%	Shares	Defined	2025-12-09
2024-03-31	$32,596,873	346,186	+50.8%	Shares	Defined	2025-12-09
2023-12-31	$21,400,408	229,495	+24.3%	Shares	Defined	2025-12-09
2023-09-30	$15,077,751	184,618	+13.7%	Shares	Sole	2025-12-09
2023-06-30	$13,863,408	162,335	-35.7%	Shares	Sole	2025-12-09
2023-03-31	$22,165,372	252,453	-3.3%	Shares	Sole	2025-12-09
2022-12-31	$22,204,417	261,167	-12.8%	Shares	Sole	2025-12-09
2022-09-30	$23,670,447	299,588	+13.0%	Shares	Sole	2025-12-09
2022-06-30	$20,163,733	265,103	+6.0%	Shares	Defined	2025-12-09
2022-03-31	$21,850,961	250,011	-12.7%	Shares	Defined	2025-12-09
2021-12-31	$28,110,176	286,371	-10.4%	Shares	Defined	2025-12-29
2021-09-30	$31,095,410	319,550	+28.0%	Shares	Sole	2025-12-29
2021-06-30	$22,895,909	249,710	-2.3%	Shares	Sole	2025-12-29
2021-03-31	$19,842,129	255,500	-8.1%	Shares	Defined	2025-12-29
2020-12-31	$19,048,735	277,962	-55.3%	Shares	Defined	2025-12-29
2020-09-30	$30,041,014	621,324	+1.0%	Shares	Defined	2025-12-29
2020-06-30	$29,708,895	615,091	-0.3%	Shares	Sole	2025-12-29
2020-03-31	$20,977,524	616,986	—	Shares	Sole	2025-12-29
No filing history on record for this holder in this stock.