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Disclosery

Swiss Life Asset Management Ltd: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Swiss Life Asset Management Ltd on IVZ, newest first. How the timeline and the estimate are built.

Swiss Life Asset Management Ltd held 562,440 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,440 shares
    Change vs previous 13F +562,440 shares

    0.06% of the 13F portfolio, value $14,842,792.

    13F-HR 0001172661-26-002910 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -584,622 shares

    13F-HR 0001172661-26-001895 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 584,622 shares
    Change vs previous 13F -583,755 shares

    0.08% of the 13F portfolio, value $15,358,020.

    13F-HR 0001172661-26-000461 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,168,377 shares
    Change vs previous 13F -12,925 shares

    0.14% of the 13F portfolio, value $26,802,568.

    13F-HR 0001172661-25-005239 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,181,302 shares
    Change vs previous 13F +3,781 shares

    0.11% of the 13F portfolio, value $18,629,133.

    13F-HR 0001172661-25-005235 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,177,521 shares
    Change vs previous 13F -2,555 shares

    0.13% of the 13F portfolio, value $17,862,994.

    13F-HR 0001172661-25-005234 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,180,076 shares
    Change vs previous 13F +959,627 shares

    0.15% of the 13F portfolio, value $20,627,558.

    13F-HR 0001172661-25-005245 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 220,449 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,871,027.

    13F-HR 0001172661-25-005246 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).