Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2022
Top Holdings567 positions
ISHARES TR | 12.8M | $576.4M | 8.1% | $36.52 | +13.86% | 13 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.1M | $367.7M | 5.2% | $50.35 | +239.18% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $333.9M | 4.7% | $125.50 | +136.69% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 58,060 | $189.2M | 2.7% | $91.33 | +78.48% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 45,193 | $126.1M | 1.8% | $73.05 | +89.38% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 45,332 | $126M | 1.8% | $62.92 | +118.93% | 13 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 103,509 | $111.5M | 1.6% | $254.49 | +41.14% | 7 qtrssince 2020-Q3 | Decreased 0 |
NVIDIA CORPORATION | 361,799 | $98.7M | 1.4% | $6.00 | +352.57% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 149,398 | $76.2M | 1.1% | $209.55 | +123.72% | 13 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 206,883 | $73M | 1.0% | $236.34 | +49.33% | 13 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 389,826 | $69M | 1.0% | $112.99 | +38.18% | 13 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 278,981 | $62M | 0.9% | $189.14 | +16.45% | 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 CORPORATION | 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% | $166.91 | +59.60% | 13 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 248,194 | $55M | 0.8% | $162.48 | +31.86% | 13 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1M | $52.9M | 0.7% | $38.32 | -2.26% | 13 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 316,404 | $51.3M | 0.7% | $81.92 | +67.42% | 13 qtrssince 2019-Q1 | Increased 42 |
AT&T INC | 2.2M | $51.1M | 0.7% | $14.26 | -3.57% | 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: Concentrated Value. HoldingsIntel Score: 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.
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
Verify source filings on SEC EDGAR