Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2023
Top Holdings608 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.9M | $363.4M | 5.4% | $100.44 | +90.28% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.6M | $342.1M | 5.1% | $36.52 | +0.60% | 18 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 994,709 | $338.8M | 5.0% | $133.50 | +146.27% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $143.5M | 2.1% | $107.51 | +18.96% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 337,756 | $142.9M | 2.1% | $18.72 | +117.86% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 767,436 | $92.9M | 1.4% | $96.59 | +23.33% | 18 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 737,818 | $88.3M | 1.3% | $94.98 | +24.45% | 18 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 305,484 | $80M | 1.2% | $262.50 | -1.91% | 12 qtrssince 2020-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 165,112 | $79.4M | 1.2% | $269.54 | +68.62% | 18 qtrssince 2019-Q1 | Increased 48 |
MERCK & CO. INC. | 547,110 | $63.1M | 0.9% | $66.01 | +59.14% | 18 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 132,168 | $62M | 0.9% | $158.06 | +190.04% | 18 qtrssince 2019-Q1 | Increased 46 |
VISA INC-CLASS A SHARES | 254,267 | $60.4M | 0.9% | $167.72 | +38.14% | 18 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 360,140 | $59.6M | 0.9% | $118.58 | +28.19% | 18 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 67,927 | $58.9M | 0.9% | $37.11 | +125.03% | 18 qtrssince 2019-Q1 | Increased 44 |
PROCTER & GAMBLE CO/THE | 350,959 | $53.3M | 0.8% | $111.93 | +24.49% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 155,043 | $52.9M | 0.8% | $247.56 | +36.09% | 18 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 996,619 | $51.6M | 0.8% | $44.25 | +7.22% | 18 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 129,990 | $51.1M | 0.8% | $271.97 | +40.29% | 18 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 164,550 | $51.1M | 0.8% | $195.61 | +47.92% | 18 qtrssince 2019-Q1 | Increased 45 |
PEPSICO INC | 272,853 | $50.5M | 0.7% | $113.40 | +48.88% | 18 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $6.8B across 608 positions as of Q2 2023. Top holdings: AAPL (5.4%), EEM (5.1%), MSFT (5.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 24 new positions, 21 exits, 209 increased. Top move: MA (INCREASED, conviction 50). Portfolio: $6.8B across 608 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