Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2019
Top Holdings497 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 14.2M | $610.8M | 7.7% | — | — | — | New — |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 14M | $601.1M | 7.6% | $36.52 | 0.00% | 1 qtr | New 97 |
AMAZON.COM INC | 132,082 | $235.2M | 3.0% | $89.04 | 0.00% | 1 qtr | New 79 |
MICROSOFT CORP | 1.7M | $199.7M | 2.5% | $110.82 | 0.00% | 1 qtr | New 79 |
APPLE INC | 892,475 | $169.5M | 2.1% | $45.22 | 0.00% | 1 qtr | New 79 |
MERCK & CO. INC. | 1.9M | $161.8M | 2.0% | $64.32 | 0.00% | 1 qtr | New 79 |
BOEING CO/THE | 412,899 | $157.5M | 2.0% | $372.49 | 0.00% | 1 qtr | New 69 |
EXXON MOBIL CORP | 1.7M | $140.7M | 1.8% | $58.62 | 0.00% | 1 qtr | New 69 |
CISCO SYSTEMS INC | 2.6M | $140M | 1.8% | $43.51 | 0.00% | 1 qtr | New 69 |
JPMORGAN CHASE & CO | 1.2M | $119.8M | 1.5% | $83.49 | 0.00% | 1 qtr | New 69 |
JOHNSON & JOHNSON | 786,600 | $110M | 1.4% | $115.59 | 0.00% | 1 qtr | New 69 |
CITIGROUP INC | 1.7M | $108.4M | 1.4% | $48.26 | 0.00% | 1 qtr | New 69 |
TEXAS INSTRUMENTS INC | 1M | $106.5M | 1.3% | $86.17 | 0.00% | 1 qtr | New 69 |
VERIZON COMMUNICATIONS INC | 1.7M | $99.9M | 1.3% | $40.01 | 0.00% | 1 qtr | New 68 |
NETFLIX INC | 262,896 | $93.7M | 1.2% | $35.66 | 0.00% | 1 qtr | New 68 |
STARBUCKS CORP | 1.2M | $89.5M | 1.1% | $63.07 | 0.00% | 1 qtr | New 68 |
PFIZER INC | 2.1M | $88.4M | 1.1% | $28.06 | 0.00% | 1 qtr | New 68 |
AT&T INC | 2.8M | $87M | 1.1% | $14.44 | 0.00% | 1 qtr | New 68 |
PEPSICO INC | 691,447 | $84.7M | 1.1% | $99.93 | 0.00% | 1 qtr | New 68 |
UNION PACIFIC CORP | 501,840 | $83.9M | 1.1% | $143.93 | 0.00% | 1 qtr | New 68 |
Swiss Life Asset Management Ltd manages $7.9B across 497 positions as of Q1 2019. Top holdings: EEM (7.7%), EEM (7.6%), AMZN (3.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 496 new positions, 0 exits, 0 increased. Top move: EEM (NEW, conviction 97). Portfolio: $7.9B across 497 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer