Position in PHM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,195,292
+$892,220 QoQ
Shares Held
52,440
-2.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#212
of 1,035 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $32,346,039 across 12 Residential Construction names. PHM ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
55,973 | $9,116,881 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
52,440 | $7,195,292 | |
| 3 | NVR |
Nvr Inc
|
766 | $5,219,064 | |
| 4 | MTH |
Meritage Homes CORP
|
31,883 | $2,673,389 | |
| 5 | LEN |
Lennar Corp /New/
|
25,963 | $2,349,391 | |
| 6 | MHO |
M/I Homes, Inc.
|
11,021 | $1,772,066 | |
| 7 | IBP |
Installed Building Products, Inc.
|
5,871 | $1,349,390 | |
| 8 | TOL |
Toll Brothers, Inc.
|
8,155 | $1,343,536 |
All Filings in PHM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,195,292 | 52,440 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,303,072 | 53,593 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,734,131 | 48,901 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,167,960 | 46,681 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,217,106 | 49,470 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $5,788,873 | 56,312 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $3,697,917 | 33,957 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $7,208,076 | 50,220 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $5,925,251 | 53,817 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $5,797,841 | 48,067 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $7,350,708 | 71,214 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $7,059,555 | 95,335 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $5,831,203 | 75,067 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $6,049,346 | 103,798 | Shares | Sole | 2025-12-09 | |
| 2021-09-30 | $3,366,211 | 73,306 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $888,126 | 16,275 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $328,798 | 6,270 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $2,683,400 | 62,231 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $2,687,504 | 58,058 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $1,916,364 | 56,314 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $2,475,600 | 110,914 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||