Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2023
Top Holdings605 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.6M | $341.3M | 5.1% | $36.52 | +0.47% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2M | $332.5M | 5.0% | $100.44 | +61.54% | 17 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 1M | $302.7M | 4.6% | $133.50 | +108.33% | 17 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 1.2M | $118.9M | 1.8% | $107.51 | -5.13% | 17 qtrssince 2019-Q1 | Increased 52 |
NVIDIA CORP | 367,320 | $102M | 1.5% | $18.72 | +46.13% | 17 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 798,643 | $82.9M | 1.2% | $94.98 | +5.42% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 743,994 | $77.4M | 1.2% | $95.88 | +4.89% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 161,239 | $76.2M | 1.1% | $265.09 | +68.46% | 17 qtrssince 2019-Q1 | Increased 54 |
TESLA INC | 318,673 | $66.1M | 1.0% | $262.50 | -25.61% | 11 qtrssince 2020-Q3 | Increased 42 |
MERCK & CO. INC. | 596,208 | $63.4M | 1.0% | $66.01 | +47.47% | 17 qtrssince 2019-Q1 | Increased 42 |
CISCO SYSTEMS INC | 1.2M | $62.7M | 0.9% | $44.25 | +7.53% | 17 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 274,421 | $61.9M | 0.9% | $167.72 | +30.89% | 17 qtrssince 2019-Q1 | Increased 44 |
JOHNSON & JOHNSON | 395,872 | $61.4M | 0.9% | $118.58 | +18.95% | 17 qtrssince 2019-Q1 | Increased 48 |
EXXON MOBIL CORP | 496,168 | $54.4M | 0.8% | $51.71 | +91.20% | 17 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 360,824 | $53.7M | 0.8% | $111.93 | +21.23% | 17 qtrssince 2019-Q1 | Increased 53 |
PEPSICO INC | 282,666 | $51.5M | 0.8% | $113.40 | +45.40% | 17 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 165,537 | $51.1M | 0.8% | $247.56 | +23.23% | 17 qtrssince 2019-Q1 | Increased 50 |
VERIZON COMMUNICATIONS INC | 1.3M | $50M | 0.8% | $37.70 | -16.33% | 17 qtrssince 2019-Q1 | Increased 47 |
TEXAS INSTRUMENTS INC | 266,200 | $49.5M | 0.7% | $122.40 | +37.43% | 17 qtrssince 2019-Q1 | Increased 52 |
ABBVIE INC | 287,818 | $45.9M | 0.7% | $94.81 | +48.53% | 17 qtrssince 2019-Q1 | Increased 50 |
Swiss Life Asset Management Ltd manages $6.6B across 605 positions as of Q1 2023. Top holdings: EEM (5.1%), AAPL (5.0%), MSFT (4.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 58 new positions, 48 exits, 345 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $6.6B across 605 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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