Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2021
Top Holdings522 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 28.5M | $1.6B | 15.9% | — | — | — | New — |
MICROSOFT CORP | 1.2M | $716M | 7.2% | $126.64 | +106.59% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $704.1M | 7.1% | $36.52 | +35.85% | 10 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.4M | $271.3M | 2.7% | $96.62 | +38.06% | 10 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 62,745 | $188.4M | 1.9% | $91.21 | +89.02% | 10 qtrssince 2019-Q1 | Increased 48 |
ABBOTT LABORATORIES | 282,718 | $157.6M | 1.6% | $72.51 | +44.52% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 2.3M | $129.2M | 1.3% | — | — | — | New — |
WEYERHAEUSER CO | 36,681 | $122.1M | 1.2% | $23.51 | +19.87% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 53,322 | $119.2M | 1.2% | $62.82 | +93.20% | 10 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 351,125 | $104.5M | 1.1% | $189.14 | +84.76% | 10 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL C | 47,575 | $102.1M | 1.0% | $70.48 | +77.47% | 10 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 42,841 | $98.8M | 1.0% | $376.49 | +26.64% | 10 qtrssince 2019-Q1 | Increased 50 |
FISERV INC | 77,776 | $78.5M | 0.8% | $107.69 | -1.02% | 10 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 148,357 | $77M | 0.8% | $207.56 | +30.37% | 10 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 445,860 | $73.3M | 0.7% | $115.13 | +25.15% | 10 qtrssince 2019-Q1 | Increased 42 |
NVIDIA CORP | 88,015 | $69.9M | 0.7% | $5.21 | +283.63% | 10 qtrssince 2019-Q1 | Increased 43 |
JPMORGAN CHASE & CO | 445,976 | $62.7M | 0.6% | $89.56 | +52.46% | 10 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 217,065 | $62.2M | 0.6% | $171.04 | +66.63% | 10 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 217,245 | $61.2M | 0.6% | $224.65 | +22.95% | 10 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 175,201 | $60.9M | 0.6% | $212.99 | +73.53% | 10 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $9.9B across 522 positions as of Q2 2021. Top holdings: EEM (15.9%), MSFT (7.2%), EEM (7.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 47 new positions, 33 exits, 199 increased. Top move: INTU (INCREASED, conviction 50). Portfolio: $9.9B across 522 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