Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q1 2025
Top Holdings706 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.2M | $823.1M | 6.0% | $310.53 | +21.33% | 25 qtrssince 2019-Q1 | Increased 68 |
NVIDIA CORP | 7.5M | $811.5M | 5.9% | $122.52 | -10.50% | 25 qtrssince 2019-Q1 | Increased 68 |
APPLE INC | 3.4M | $745.2M | 5.4% | $170.30 | +29.63% | 25 qtrssince 2019-Q1 | Increased 65 |
AMAZON.COM INC | 2.1M | $405.4M | 2.9% | $158.99 | +21.22% | 25 qtrssince 2019-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 512,189 | $295.2M | 2.1% | $416.24 | +38.25% | 25 qtrssince 2019-Q1 | Increased 55 |
ALTRIA GROUP INC | 4.6M | $276.9M | 2.0% | $41.46 | +33.24% | 25 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 5.9M | $266M | 1.9% | $36.50 | +15.20% | 25 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL A | 1.7M | $260M | 1.9% | $145.52 | +5.76% | 25 qtrssince 2019-Q1 | Increased 53 |
BROADCOM INC | 1.3M | $223.9M | 1.6% | $184.19 | -8.73% | 25 qtrssince 2019-Q1 | Increased 52 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 5.1M | $220.8M | 1.6% | $37.81 | +78.06% | 25 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 799,501 | $207.2M | 1.5% | $315.95 | -16.59% | 19 qtrssince 2020-Q3 | Increased 53 |
ALPHABET INC-CL C | 1.3M | $197.4M | 1.4% | $143.39 | +8.54% | 25 qtrssince 2019-Q1 | Increased 56 |
CME GROUP INC | 728,195 | $193.2M | 1.4% | $221.53 | +16.73% | 25 qtrssince 2019-Q1 | Increased 49 |
ABBVIE INC | 892,540 | $187M | 1.4% | $144.83 | +37.83% | 25 qtrssince 2019-Q1 | Increased 52 |
ELI LILLY & CO | 220,395 | $182M | 1.3% | $451.22 | +81.12% | 25 qtrssince 2019-Q1 | Increased 54 |
JOHNSON & JOHNSON | 1.1M | $174.6M | 1.3% | $135.65 | +18.04% | 25 qtrssince 2019-Q1 | Increased 52 |
INTL BUSINESS MACHINES CORP | 602,613 | $149.8M | 1.1% | $161.17 | +48.38% | 25 qtrssince 2019-Q1 | Increased 51 |
PFIZER INC | 5.7M | $144.1M | 1.0% | $24.63 | -7.27% | 25 qtrssince 2019-Q1 | Increased 49 |
UNITED PARCEL SERVICE-CL B | 1.1M | $121.5M | 0.9% | $119.91 | -13.20% | 25 qtrssince 2019-Q1 | Increased 43 |
HOME DEPOT INC | 317,113 | $116.2M | 0.8% | $281.86 | +24.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $13.8B across 706 positions as of Q1 2025. Top holdings: MSFT (6.0%), NVDA (5.9%), AAPL (5.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 23 new positions, 23 exits, 549 increased. Top move: MSFT (INCREASED, conviction 68). Portfolio: $13.8B across 706 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