Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2024
Top Holdings531 positions
MICROSOFT CORP | 1.1M | $478.4M | 6.6% | $201.14 | +105.18% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.1M | $359.4M | 5.0% | $96.67 | +75.47% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8.6M | $355.3M | 4.9% | $36.52 | +7.29% | 21 qtrssince 2019-Q1 | Unchanged 0 |
NVIDIA CORPORATION | 381,900 | $345.1M | 4.8% | $20.82 | +332.68% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.3M | $235.1M | 3.3% | $110.70 | +62.94% | 21 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 292,863 | $142.2M | 2.0% | $288.37 | +66.97% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 899,564 | $135.8M | 1.9% | $89.60 | +66.86% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 2.8M | $122.3M | 1.7% | $35.33 | +3.45% | 21 qtrssince 2019-Q1 | Increased 77 |
ALPHABET INC | 717,130 | $109.2M | 1.5% | $90.68 | +66.33% | 21 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 77,237 | $102.4M | 1.4% | $52.58 | +146.19% | 21 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 124,898 | $97.2M | 1.4% | $173.19 | +341.62% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 186,080 | $92.1M | 1.3% | $302.84 | +54.53% | 21 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.8M | $74.8M | 1.0% | $34.52 | +1.64% | 21 qtrssince 2019-Q1 | Increased 60 |
INTERNATIONAL BUSINESS MACHS | 382,873 | $73.1M | 1.0% | $134.47 | +32.13% | 21 qtrssince 2019-Q1 | Increased 67 |
COSTCO WHOLESALE CORPORATION | 98,401 | $72.1M | 1.0% | $533.60 | +35.40% | 21 qtrssince 2019-Q1 | Increased 65 |
JPMORGAN CHASE & CO | 358,808 | $71.9M | 1.0% | $116.66 | +62.92% | 21 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 184,458 | $70.8M | 1.0% | $208.56 | +72.47% | 21 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 384,217 | $70M | 1.0% | $107.35 | +55.00% | 21 qtrssince 2019-Q1 | Increased 46 |
TESLA INC | 386,620 | $68M | 0.9% | $252.07 | -30.26% | 15 qtrssince 2020-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 423,728 | $67M | 0.9% | $123.86 | +19.12% | 21 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $7.2B across 531 positions as of Q1 2024. Top holdings: MSFT (6.6%), AAPL (5.0%), EEM (4.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 8 new positions, 106 exits, 104 increased. Top move: MO (INCREASED, conviction 77). Portfolio: $7.2B across 531 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
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