Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2022
Top Holdings567 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $576.4M | 8.1% | $36.52 | +13.86% | 13 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.1M | $367.7M | 5.2% | $96.62 | +76.75% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $333.9M | 4.7% | $126.64 | +140.30% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 58,060 | $189.2M | 2.7% | $91.21 | +82.32% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 45,193 | $126.1M | 1.8% | $72.78 | +94.52% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 45,332 | $126M | 1.8% | $62.82 | +124.26% | 13 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 103,509 | $111.5M | 1.6% | $252.33 | +44.52% | 7 qtrssince 2020-Q3 | Decreased 0 |
NVIDIA CORP | 361,799 | $98.7M | 1.4% | $17.09 | +61.72% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 149,398 | $76.2M | 1.1% | $212.99 | +129.24% | 13 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 206,883 | $73M | 1.0% | $235.01 | +52.17% | 13 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 389,826 | $69M | 1.0% | $115.13 | +39.63% | 13 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 278,981 | $62M | 0.9% | $189.14 | +19.63% | 13 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 717,418 | $59.2M | 0.8% | $51.55 | +41.61% | 13 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 360,098 | $58.6M | 0.8% | $90.32 | +52.13% | 13 qtrssince 2019-Q1 | Increased 42 |
HOME DEPOT INC | 194,127 | $58.1M | 0.8% | $171.04 | +63.99% | 13 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 248,194 | $55M | 0.8% | $162.48 | +31.86% | 13 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1M | $52.9M | 0.7% | $40.22 | -1.13% | 13 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 316,404 | $51.3M | 0.7% | $82.42 | +67.42% | 13 qtrssince 2019-Q1 | Increased 42 |
AT&T INC | 2.2M | $51.1M | 0.7% | $14.89 | -2.31% | 13 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 977,069 | $50.5M | 0.7% | $28.30 | +42.71% | 13 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $7.1B across 567 positions as of Q1 2022. Top holdings: EEM (8.1%), AAPL (5.2%), MSFT (4.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 54 new positions, 31 exits, 157 increased. Top move: BRK/B (INCREASED, conviction 51). Portfolio: $7.1B across 567 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