Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2021
Top Holdings506 positions
ISHARES TR | 12.8M | $681M | 9.7% | $36.52 | +29.30% | 9 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.4M | $297.4M | 4.3% | $50.35 | +135.87% | 9 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 1.2M | $282.6M | 4.0% | $125.50 | +79.54% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 62,445 | $193.2M | 2.8% | $90.94 | +70.12% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 53,896 | $111.2M | 1.6% | $62.92 | +62.35% | 9 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 348,688 | $102.7M | 1.5% | $188.05 | +55.14% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 48,979 | $101.3M | 1.4% | $70.81 | +44.69% | 9 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 483,516 | $73.6M | 1.1% | $87.99 | +50.90% | 9 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 445,236 | $73.2M | 1.0% | $112.95 | +25.01% | 9 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 222,832 | $68M | 1.0% | $166.91 | +59.46% | 9 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 178,768 | $66.5M | 1.0% | $209.55 | +61.06% | 9 qtrssince 2019-Q1 | Increased 43 |
BERKSHIRE HATHAWAY INC DEL | 238,868 | $61M | 0.9% | $226.48 | +12.80% | 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 | 273,487 | $57.9M | 0.8% | $160.82 | +26.40% | 9 qtrssince 2019-Q1 | Increased 43 |
PROCTER & GAMBLE CO | 418,689 | $56.7M | 0.8% | $102.97 | +14.22% | 9 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 84,705 | $56.6M | 0.8% | $225.31 | -1.18% | 3 qtrssince 2020-Q3 | Increased 45 |
VERIZON COMMUNICATIONS INC | 899,736 | $52.3M | 0.7% | $38.38 | +6.41% | 9 qtrssince 2019-Q1 | Increased 42 |
DISNEY WALT CO | 271,367 | $50.1M | 0.7% | $112.56 | +58.94% | 9 qtrssince 2019-Q1 | Increased 42 |
MASTERCARD INCORPORATED | 137,051 | $48.8M | 0.7% | $243.17 | +41.82% | 9 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 1.6M | $47.5M | 0.7% | $13.96 | +14.29% | 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: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 42 new positions, 31 exits, 204 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $7.0B across 506 positions.
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Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR