Position in UPS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$105,807,197
+$3,509,476 QoQ
Shares Held
1,075,495
+4.3% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026Swiss Life Asset Management Ltd holds $150,305,403 across 9 Integrated Freight & Logistics names. UPS ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
1,075,495 | $105,807,197 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
|
87,031 | $14,453,237 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
79,173 | $11,339,948 | |
| 4 | FDX |
Fedex Corp
|
34,297 | $9,843,598 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
28,215 | $5,978,757 | |
| 6 | ZTO |
ZTO Express (Cayman) Inc.
|
84,100 | $2,116,797 | |
| 7 | GXO |
GXO Logistics, Inc.
|
6,855 | $355,431 | |
| 8 | LSTR |
Landstar System Inc
|
1,970 | $315,810 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,807,197 | 1,075,495 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $102,297,721 | 1,031,331 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $100,525,013 | 1,203,460 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $118,542,421 | 1,174,385 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $121,463,715 | 1,104,316 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $136,350,416 | 1,081,288 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $39,815,914 | 292,034 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $42,839,934 | 313,043 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $40,461,396 | 272,229 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $23,434,659 | 149,047 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $15,408,372 | 98,854 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $21,299,380 | 118,825 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $31,745,880 | 163,647 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $26,351,361 | 151,584 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $24,396,093 | 151,022 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $16,336,234 | 89,494 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $26,499,964 | 123,566 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $25,344,846 | 118,246 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $25,451,206 | 139,765 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $32,944,734 | 158,411 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $28,333,932 | 166,680 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $28,170,793 | 167,285 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $27,823,376 | 166,977 | Shares | Defined | 2025-12-29 | |
| 2020-06-30 | $16,312,440 | 146,721 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $11,978,685 | 128,224 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||