Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2022
Top Holdings636 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $511.9M | 8.3% | $36.52 | +0.91% | 14 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 1.1M | $283.4M | 4.6% | $128.84 | +96.31% | 14 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 2.1M | $282M | 4.6% | $96.62 | +38.60% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $121M | 2.0% | $108.02 | +0.84% | 14 qtrssince 2019-Q1 | Increased 77 |
ALPHABET INC-CL A | 45,113 | $98.4M | 1.6% | $62.82 | +76.48% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 42,537 | $93.2M | 1.5% | $72.78 | +53.08% | 14 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 106,927 | $72.1M | 1.2% | $251.57 | -9.17% | 8 qtrssince 2020-Q3 | Increased 48 |
UNITEDHEALTH GROUP INC | 128,495 | $66M | 1.1% | $212.99 | +127.80% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 362,351 | $64.4M | 1.0% | $115.13 | +38.49% | 14 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 211,740 | $58.1M | 0.9% | $177.66 | +41.06% | 14 qtrssince 2019-Q1 | Increased 45 |
VERIZON COMMUNICATIONS INC | 1.1M | $57.9M | 0.9% | $40.18 | -1.10% | 14 qtrssince 2019-Q1 | Increased 46 |
MERCK & CO. INC. | 618,694 | $56.5M | 0.9% | $65.79 | +26.46% | 14 qtrssince 2019-Q1 | Increased 44 |
ELI LILLY & CO | 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 CORP | 347,150 | $52.7M | 0.9% | $17.09 | -9.19% | 14 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 824,863 | $52M | 0.8% | $43.30 | +30.50% | 14 qtrssince 2019-Q1 | Increased 51 |
PEPSICO INC | 309,458 | $51.6M | 0.8% | $113.40 | +31.46% | 14 qtrssince 2019-Q1 | Increased 44 |
VISA INC-CLASS A SHARES | 252,748 | $49.8M | 0.8% | $162.99 | +16.93% | 14 qtrssince 2019-Q1 | Increased 42 |
CHEVRON CORP | 335,382 | $48.6M | 0.8% | $90.32 | +36.38% | 14 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 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: Momentum Trader. HoldingsIntel Rating: 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