Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2020
Top Holdings495 positions
ISHARES TR | 16M | $546.4M | 10.4% | — | — | — | New — |
ISHARES TR | 12.8M | $435.7M | 8.3% | $36.52 | -18.73% | 5 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $175.4M | 3.3% | $117.46 | +27.03% | 5 qtrssince 2019-Q1 | Increased 68 |
APPLE INC | 644,250 | $163.8M | 3.1% | $50.07 | +22.49% | 5 qtrssince 2019-Q1 | Increased 75 |
AMAZON COM INC | 79,903 | $155.8M | 3.0% | $89.13 | +9.37% | 5 qtrssince 2019-Q1 | Increased 52 |
MERCK & CO INC | 1.2M | $88.7M | 1.7% | $62.66 | -4.29% | 5 qtrssince 2019-Q1 | Increased 54 |
UNITEDHEALTH GROUP INC | 309,987 | $77.3M | 1.5% | $205.20 | +8.54% | 5 qtrssince 2019-Q1 | Increased 58 |
JOHNSON & JOHNSON | 568,993 | $74.6M | 1.4% | $112.92 | -2.86% | 5 qtrssince 2019-Q1 | Increased 58 |
AT&T INC | 2.3M | $66.8M | 1.3% | $13.96 | +0.24% | 5 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 1.9M | $65.3M | 1.2% | — | — | — | New — |
VERIZON COMMUNICATIONS INC | 1.2M | $64M | 1.2% | $38.00 | -4.88% | 5 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 656,310 | $59.1M | 1.1% | $81.43 | -7.02% | 5 qtrssince 2019-Q1 | Increased 56 |
EXXON MOBIL CORP | 1.5M | $56.4M | 1.1% | $52.32 | -45.33% | 5 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC | 44,959 | $52.2M | 1.0% | $57.88 | -0.57% | 5 qtrssince 2019-Q1 | Increased 47 |
TEXAS INSTRS INC | 517,106 | $51.7M | 1.0% | $86.34 | -3.38% | 5 qtrssince 2019-Q1 | Increased 43 |
PEPSICO INC | 417,554 | $50.2M | 1.0% | $97.02 | +0.72% | 5 qtrssince 2019-Q1 | Increased 44 |
STARBUCKS CORP | 749,494 | $49.3M | 0.9% | $62.04 | -8.46% | 5 qtrssince 2019-Q1 | Increased 49 |
CISCO SYS INC | 1.2M | $48.4M | 0.9% | $43.51 | -25.16% | 5 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 347,127 | $48.2M | 0.9% | $119.51 | +8.03% | 5 qtrssince 2019-Q1 | Increased 53 |
META PLATFORMS INC | 278,370 | $46.4M | 0.9% | $165.13 | +0.05% | 5 qtrssince 2019-Q1 | Increased 52 |
Swiss Life Asset Management Ltd manages $5.3B across 495 positions as of Q1 2020. Top holdings: EEM puts (10.4%), EEM (8.3%), MSFT (3.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 30 new positions, 37 exits, 314 increased. Top move: AAPL (INCREASED, conviction 75). Portfolio: $5.3B across 495 positions.
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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
Verify source filings on SEC EDGAR