Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2019
Top Holdings536 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 14.2M | $610.6M | 7.4% | — | — | — | Unchanged — |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 14M | $601M | 7.3% | $36.52 | +0.74% | 2 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 130,744 | $247.6M | 3.0% | $89.04 | +6.33% | 2 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.6M | $211.7M | 2.6% | $110.82 | +14.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 927,685 | $183.6M | 2.2% | $45.30 | +4.41% | 2 qtrssince 2019-Q1 | Increased 54 |
MERCK & CO. INC. | 2M | $170.9M | 2.1% | $64.36 | +1.42% | 2 qtrssince 2019-Q1 | Increased 55 |
BOEING CO/THE | 441,995 | $160.9M | 1.9% | $371.51 | -3.76% | 2 qtrssince 2019-Q1 | Increased 51 |
EXXON MOBIL CORP | 1.9M | $149.1M | 1.8% | $58.37 | -3.66% | 2 qtrssince 2019-Q1 | Increased 53 |
CISCO SYSTEMS INC | 2.6M | $141.5M | 1.7% | $43.51 | +2.01% | 2 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $129.2M | 1.6% | $83.49 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 1.7M | $120.5M | 1.5% | $48.26 | +13.28% | 2 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 1M | $119.4M | 1.4% | $86.44 | +8.57% | 2 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 804,861 | $112.1M | 1.4% | $115.60 | +0.31% | 2 qtrssince 2019-Q1 | Increased 48 |
NETFLIX INC | 280,704 | $103.1M | 1.2% | $35.73 | +2.80% | 2 qtrssince 2019-Q1 | Increased 51 |
VERIZON COMMUNICATIONS INC | 1.8M | $100.2M | 1.2% | $39.97 | -2.31% | 2 qtrssince 2019-Q1 | Increased 49 |
STARBUCKS CORP | 1.2M | $97.2M | 1.2% | $63.07 | +13.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 734,139 | $91.3M | 1.1% | $90.03 | +1.73% | 2 qtrssince 2019-Q1 | Increased 54 |
PFIZER INC | 2.1M | $90.7M | 1.1% | $28.06 | +2.89% | 2 qtrssince 2019-Q1 | Increased 47 |
PEPSICO INC | 667,613 | $87.5M | 1.1% | $99.93 | +7.78% | 2 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 2.6M | $86.7M | 1.0% | $14.44 | +9.14% | 2 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $8.3B across 536 positions as of Q2 2019. Top holdings: EEM (7.4%), EEM (7.3%), AMZN (3.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 68 new positions, 30 exits, 253 increased. Top move: MRK (INCREASED, conviction 55). Portfolio: $8.3B across 536 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