Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2021
Top Holdings506 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $681M | 9.7% | $36.52 | +29.30% | 9 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.4M | $297.4M | 4.3% | $96.62 | +22.92% | 9 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 1.2M | $282.6M | 4.0% | $126.64 | +76.08% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 62,445 | $193.2M | 2.8% | $90.82 | +68.20% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 53,896 | $111.2M | 1.6% | $62.82 | +61.68% | 9 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 348,688 | $102.7M | 1.5% | $188.02 | +52.11% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 48,979 | $101.3M | 1.4% | $70.48 | +44.73% | 9 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 483,516 | $73.6M | 1.1% | $89.56 | +51.91% | 9 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 445,236 | $73.2M | 1.0% | $115.09 | +25.16% | 9 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 222,832 | $68M | 1.0% | $171.04 | +58.77% | 9 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 178,768 | $66.5M | 1.0% | $212.99 | +62.24% | 9 qtrssince 2019-Q1 | Increased 43 |
BERKSHIRE HATHAWAY INC-CL B | 238,868 | $61M | 0.9% | $224.65 | +14.93% | 9 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.1M | $60.8M | 0.9% | $51.55 | -9.19% | 9 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 273,487 | $57.9M | 0.8% | $160.82 | +26.40% | 9 qtrssince 2019-Q1 | Increased 43 |
PROCTER & GAMBLE CO/THE | 418,689 | $56.7M | 0.8% | $102.97 | +14.22% | 9 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 84,705 | $56.6M | 0.8% | $221.12 | -4.18% | 3 qtrssince 2020-Q3 | Increased 45 |
VERIZON COMMUNICATIONS INC | 899,736 | $52.3M | 0.7% | $40.27 | +7.14% | 9 qtrssince 2019-Q1 | Increased 42 |
WALT DISNEY CO/THE | 271,367 | $50.1M | 0.7% | $113.88 | +59.17% | 9 qtrssince 2019-Q1 | Increased 42 |
MASTERCARD INC - A | 137,051 | $48.8M | 0.7% | $245.18 | +41.99% | 9 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 1.6M | $47.5M | 0.7% | $14.66 | +14.48% | 9 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $7B across 506 positions as of Q1 2021. Top holdings: EEM (9.7%), AAPL (4.3%), MSFT (4.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 42 new positions, 31 exits, 204 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $7.0B across 506 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