Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2021
Top Holdings522 positions
ISHARES TR | 28.5M | $1.6B | 15.9% | — | — | — | New — |
MICROSOFT CORP | 1.2M | $716M | 7.2% | $125.50 | +106.76% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 12.8M | $704.1M | 7.1% | $36.52 | +35.85% | 10 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.4M | $271.3M | 2.7% | $50.35 | +164.92% | 10 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 62,745 | $188.4M | 1.9% | $91.33 | +88.34% | 10 qtrssince 2019-Q1 | Increased 48 |
ABBOTT LABS | 282,718 | $157.6M | 1.6% | $72.51 | +44.52% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.3M | $129.2M | 1.3% | — | — | — | New — |
WEYERHAEUSER CO MTN BE | 36,681 | $122.1M | 1.2% | $22.91 | +20.80% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 53,322 | $119.2M | 1.2% | $62.92 | +92.20% | 10 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 351,125 | $104.5M | 1.1% | $189.14 | +82.10% | 10 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC | 47,575 | $102.1M | 1.0% | $70.81 | +75.30% | 10 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 42,841 | $98.8M | 1.0% | $376.80 | +25.28% | 10 qtrssince 2019-Q1 | Increased 50 |
FISERV INC | 77,776 | $78.5M | 0.8% | $108.06 | -1.08% | 10 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 148,357 | $77M | 0.8% | $207.56 | +30.37% | 10 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 445,860 | $73.3M | 0.7% | $112.99 | +26.05% | 10 qtrssince 2019-Q1 | Increased 42 |
NVIDIA CORPORATION | 88,015 | $69.9M | 0.7% | $5.18 | +284.12% | 10 qtrssince 2019-Q1 | Increased 43 |
JPMORGAN CHASE & CO | 445,976 | $62.7M | 0.6% | $87.99 | +55.09% | 10 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 217,065 | $62.2M | 0.6% | $166.91 | +67.46% | 10 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 217,245 | $61.2M | 0.6% | $226.48 | +22.71% | 10 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 175,201 | $60.9M | 0.6% | $209.55 | +73.97% | 10 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $9.9B across 522 positions as of Q2 2021. Top holdings: EEM puts (15.9%), MSFT (7.2%), EEM (7.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 47 new positions, 33 exits, 199 increased. Top move: INTU (INCREASED, conviction 50). Portfolio: $9.9B across 522 positions.
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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
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