Position in WU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$145,637
-$168,398 QoQ
Shares Held
18,914
-47.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 479 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $493,492,756 across 20 Credit Services names. WU ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
653,472 | $224,199,707 | |
| 2 | MA |
Mastercard Inc
|
269,841 | $138,590,337 | |
| 3 | AXP |
American Express Co
|
202,193 | $68,391,781 | |
| 4 | COF |
Capital One Financial Corp
|
129,491 | $25,978,483 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
432,934 | $18,694,089 | |
| 6 | SYF |
Synchrony Financial
|
91,532 | $6,961,008 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
33,305 | $2,716,022 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
150,238 | $2,693,767 |
All Filings in WU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,637 | 18,914 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $314,035 | 35,972 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $325,794 | 34,994 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $120,217 | 15,046 | Shares | Sole | 2025-12-02 | |
| 2023-06-30 | $2,144,349 | 182,809 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $3,873,152 | 347,368 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $13,656,699 | 991,772 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $13,952,844 | 1,033,544 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $16,073,994 | 975,956 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $15,390,356 | 821,257 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $14,219,282 | 797,045 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $10,673,571 | 527,872 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $11,678,329 | 555,863 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $12,251,506 | 496,817 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $10,508,338 | 478,958 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $18,105,028 | 844,845 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $18,688,413 | 864,404 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $16,004,438 | 882,760 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||