Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2023
Top Holdings608 positions
Apple Inc | 1.9M | $363.4M | 5.4% | $56.87 | +236.07% | 18 qtrssince 2019-Q1 | Decreased 0 |
iShares MSCI Emerging Markets ETF | 8.6M | $342.1M | 5.1% | $36.52 | +0.60% | 18 qtrssince 2019-Q1 | Unchanged 0 |
Microsoft Corp | 994,709 | $338.8M | 5.0% | $132.41 | +150.77% | 18 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 1.1M | $143.5M | 2.1% | $92.33 | +41.19% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 337,756 | $142.9M | 2.1% | $9.45 | +346.23% | 18 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 767,436 | $92.9M | 1.4% | $74.93 | +59.94% | 18 qtrssince 2019-Q1 | Increased 49 |
Alphabet Inc | 737,818 | $88.3M | 1.3% | $62.92 | +88.44% | 18 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 305,484 | $80M | 1.2% | $253.84 | +3.12% | 12 qtrssince 2020-Q3 | Decreased 0 |
UnitedHealth Group Inc | 165,112 | $79.4M | 1.2% | $265.02 | +69.65% | 18 qtrssince 2019-Q1 | Increased 48 |
Merck & Co Inc | 547,110 | $63.1M | 0.9% | $64.63 | +61.83% | 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 | 254,267 | $60.4M | 0.9% | $167.72 | +38.14% | 18 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 360,140 | $59.6M | 0.9% | $116.62 | +29.39% | 18 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 67,927 | $58.9M | 0.9% | $36.87 | +126.54% | 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 | 155,043 | $52.9M | 0.8% | $249.31 | +36.78% | 18 qtrssince 2019-Q1 | Decreased 0 |
Cisco Systems Inc/Delaware | 996,619 | $51.6M | 0.8% | $44.25 | +7.22% | 18 qtrssince 2019-Q1 | Decreased 0 |
Mastercard Inc | 129,990 | $51.1M | 0.8% | $270.99 | +42.36% | 18 qtrssince 2019-Q1 | Increased 50 |
Home Depot Inc/The | 164,550 | $51.1M | 0.8% | $191.33 | +49.38% | 18 qtrssince 2019-Q1 | Increased 45 |
PepsiCo Inc | 272,853 | $50.5M | 0.7% | $109.68 | +50.48% | 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: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Active quarter - 24 new positions, 21 exits, 209 increased. Top move: MA (INCREASED, conviction 50). Portfolio: $6.8B across 608 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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