Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2020
Top Holdings502 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 16M | $640.2M | 10.3% | — | — | — | Unchanged — |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $510.5M | 8.2% | $36.52 | -3.26% | 6 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 645,975 | $235.7M | 3.8% | $50.17 | +75.84% | 6 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 82,544 | $227.7M | 3.7% | $90.58 | +47.96% | 6 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 1.1M | $227.1M | 3.7% | $118.89 | +59.36% | 6 qtrssince 2019-Q1 | Increased 56 |
MERCK & CO. INC. | 1.2M | $94.2M | 1.5% | $63.80 | -4.33% | 6 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 313,574 | $92.5M | 1.5% | $209.28 | +26.64% | 6 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 572,101 | $80.5M | 1.3% | $115.09 | +3.41% | 6 qtrssince 2019-Q1 | Increased 47 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 1.9M | $76.6M | 1.2% | — | — | — | Unchanged — |
AT&T INC | 2.3M | $69.2M | 1.1% | $14.66 | +3.84% | 6 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 532,951 | $67.7M | 1.1% | $86.95 | +22.86% | 6 qtrssince 2019-Q1 | Increased 48 |
NVIDIA CORP | 172,408 | $65.5M | 1.1% | $4.88 | +87.89% | 6 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 286,830 | $65.1M | 1.1% | $166.95 | +31.24% | 6 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL A | 45,907 | $65.1M | 1.0% | $58.13 | +19.26% | 6 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 1.4M | $64M | 1.0% | $52.32 | -34.13% | 6 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.2M | $63.7M | 1.0% | $39.89 | -2.27% | 6 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 254,091 | $63.7M | 1.0% | $168.61 | +27.86% | 6 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 637,312 | $59.9M | 1.0% | $82.75 | -3.57% | 6 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 1.2M | $58.3M | 0.9% | $43.44 | -10.24% | 6 qtrssince 2019-Q1 | Increased 42 |
ELI LILLY & CO | 352,518 | $57.9M | 0.9% | $120.03 | +27.90% | 6 qtrssince 2019-Q1 | Increased 42 |
Swiss Life Asset Management Ltd manages $6.2B across 502 positions as of Q2 2020. Top holdings: EEM (10.3%), EEM (8.2%), AAPL (3.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 56 new positions, 49 exits, 179 increased. Top move: AMZN (INCREASED, conviction 58). Portfolio: $6.2B across 502 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