Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2024
Top Holdings531 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $478.4M | 6.6% | $202.59 | +105.00% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.1M | $359.4M | 5.0% | $127.24 | +33.32% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.6M | $355.3M | 4.9% | $36.52 | +7.29% | 21 qtrssince 2019-Q1 | Unchanged 0 |
NVIDIA CORP | 381,900 | $345.1M | 4.8% | $27.49 | +228.56% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.3M | $235.1M | 3.3% | $121.20 | +48.82% | 21 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 292,863 | $142.2M | 2.0% | $288.84 | +67.12% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 899,564 | $135.8M | 1.9% | $110.42 | +35.66% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 2.8M | $122.3M | 1.7% | $37.01 | +3.55% | 21 qtrssince 2019-Q1 | Increased 77 |
ALPHABET INC-CL C | 717,130 | $109.2M | 1.5% | $107.13 | +41.07% | 21 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 77,237 | $102.4M | 1.4% | $52.68 | +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% | $308.22 | +54.84% | 21 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.8M | $74.8M | 1.0% | $36.21 | +1.60% | 21 qtrssince 2019-Q1 | Increased 60 |
INTL BUSINESS MACHINES CORP | 382,873 | $73.1M | 1.0% | $134.47 | +32.13% | 21 qtrssince 2019-Q1 | Increased 67 |
COSTCO WHOLESALE CORP | 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% | $118.24 | +62.29% | 21 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 184,458 | $70.8M | 1.0% | $213.20 | +72.38% | 21 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 384,217 | $70M | 1.0% | $108.01 | +55.00% | 21 qtrssince 2019-Q1 | Increased 46 |
TESLA INC | 386,620 | $68M | 0.9% | $257.82 | -31.82% | 15 qtrssince 2020-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 423,728 | $67M | 0.9% | $125.91 | +19.06% | 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: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 7 new positions, 105 exits, 105 increased. Top move: MO (INCREASED, conviction 77). Portfolio: $7.2B across 531 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