Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2022
Top Holdings636 positions
ISHARES TR | 12.8M | $511.9M | 8.3% | $36.52 | +0.91% | 14 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 1.1M | $283.4M | 4.6% | $127.64 | +94.31% | 14 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 2.1M | $282M | 4.6% | $50.35 | +165.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.1M | $121M | 2.0% | $91.33 | +16.30% | 14 qtrssince 2019-Q1 | Increased 77 |
ALPHABET INC | 45,113 | $98.4M | 1.6% | $62.92 | +71.54% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 42,537 | $93.2M | 1.5% | $73.05 | +48.32% | 14 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 106,927 | $72.1M | 1.2% | $253.53 | -11.46% | 8 qtrssince 2020-Q3 | Increased 48 |
UNITEDHEALTH GROUP INC | 128,495 | $66M | 1.1% | $209.55 | +126.13% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 362,351 | $64.4M | 1.0% | $112.99 | +39.29% | 14 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 211,740 | $58.1M | 0.9% | $173.46 | +41.61% | 14 qtrssince 2019-Q1 | Increased 45 |
VERIZON COMMUNICATIONS INC | 1.1M | $57.9M | 0.9% | $38.27 | -1.32% | 14 qtrssince 2019-Q1 | Increased 46 |
MERCK & CO INC | 618,694 | $56.5M | 0.9% | $64.42 | +24.72% | 14 qtrssince 2019-Q1 | Increased 44 |
<![CDATA[Eli Lilly and Company]]> | 167,348 | $54.4M | 0.9% | $123.63 | +153.34% | 14 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 621,320 | $53.3M | 0.9% | $51.55 | +50.48% | 14 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 347,150 | $52.7M | 0.9% | $6.00 | +151.48% | 14 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 824,863 | $52M | 0.8% | $42.46 | +30.90% | 14 qtrssince 2019-Q1 | Increased 51 |
PEPSICO INC | 309,458 | $51.6M | 0.8% | $109.68 | +31.85% | 14 qtrssince 2019-Q1 | Increased 44 |
VISA INC | 252,748 | $49.8M | 0.8% | $162.99 | +16.93% | 14 qtrssince 2019-Q1 | Increased 42 |
CHEVRON CORPORATION | 335,382 | $48.6M | 0.8% | $90.32 | +36.38% | 14 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 316,383 | $45.5M | 0.7% | $104.20 | +23.46% | 14 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $6.2B across 636 positions as of Q2 2022. Top holdings: EEM (8.3%), MSFT (4.6%), AAPL (4.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 110 new positions, 41 exits, 216 increased. Top move: AMZN (INCREASED, conviction 77). Portfolio: $6.2B across 636 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
Verify source filings on SEC EDGAR