Swiss Life Asset Management Ltd
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1637689
Zurich, V8
Position in SWX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$574,291
+$56,281 QoQ
Shares Held
6,476
+8.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 409 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $13,256,332 across 10 Utilities - Regulated Gas names. SWX ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
33,766 | $5,816,868 | |
| 2 | NI |
Nisource Inc.
|
85,448 | $4,063,052 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
6,476 | $574,291 | |
| 4 | NJR |
New Jersey Resources Corp
|
9,799 | $549,135 | |
| 5 | OGS |
ONE Gas, Inc.
|
6,661 | $513,363 | |
| 6 | UGI |
Ugi Corp /Pa/
|
14,393 | $497,134 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
5,265 | $391,716 | |
| 8 | SR |
Spire Inc
|
3,885 | $303,379 |
All Filings in SWX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,291 | 6,476 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $518,010 | 5,961 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $232,938 | 2,911 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $212,458 | 2,712 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||