Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2020
Top Holdings495 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 16M | $546.4M | 10.4% | — | — | — | New — |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $435.7M | 8.3% | $36.52 | -18.73% | 5 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $175.4M | 3.3% | $118.65 | +28.57% | 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% | $89.14 | +10.16% | 5 qtrssince 2019-Q1 | Increased 52 |
MERCK & CO. INC. | 1.2M | $88.7M | 1.7% | $63.96 | -4.28% | 5 qtrssince 2019-Q1 | Increased 54 |
UNITEDHEALTH GROUP INC | 309,987 | $77.3M | 1.5% | $208.63 | +9.69% | 5 qtrssince 2019-Q1 | Increased 58 |
JOHNSON & JOHNSON | 568,993 | $74.6M | 1.4% | $115.07 | -1.75% | 5 qtrssince 2019-Q1 | Increased 58 |
AT&T INC | 2.3M | $66.8M | 1.3% | $14.66 | +2.54% | 5 qtrssince 2019-Q1 | Increased 67 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 1.9M | $65.3M | 1.2% | — | — | — | New — |
VERIZON COMMUNICATIONS INC | 1.2M | $64M | 1.2% | $39.89 | -3.17% | 5 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 656,310 | $59.1M | 1.1% | $82.75 | -4.06% | 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-CL A | 44,959 | $52.2M | 1.0% | $57.90 | -1.74% | 5 qtrssince 2019-Q1 | Increased 47 |
TEXAS INSTRUMENTS 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% | $100.28 | +4.92% | 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 SYSTEMS INC | 1.2M | $48.4M | 0.9% | $43.91 | -23.25% | 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-CLASS A | 278,370 | $46.4M | 0.9% | $165.36 | -0.34% | 5 qtrssince 2019-Q1 | Increased 52 |
Swiss Life Asset Management Ltd manages $5.3B across 495 positions as of Q1 2020. Top holdings: EEM (10.4%), EEM (8.3%), MSFT (3.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 30 new positions, 37 exits, 314 increased. Top move: AAPL (INCREASED, conviction 75). Portfolio: $5.3B across 495 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer