Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2024
Top Holdings585 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.2M | $557.8M | 6.6% | $223.85 | +97.45% | 22 qtrssince 2019-Q1 | Increased 67 |
NVIDIA CORP | 4.2M | $524.6M | 6.2% | $114.86 | +7.52% | 22 qtrssince 2019-Q1 | Increased 98 |
APPLE INC | 2.3M | $485.2M | 5.7% | $134.58 | +55.03% | 22 qtrssince 2019-Q1 | Increased 67 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.6M | $368.3M | 4.3% | $36.52 | +12.00% | 22 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 1.4M | $277M | 3.3% | $127.74 | +51.28% | 22 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC-CL A | 961,828 | $175.2M | 2.1% | $114.99 | +57.40% | 22 qtrssince 2019-Q1 | Increased 56 |
META PLATFORMS INC-CLASS A | 335,729 | $169.3M | 2.0% | $316.02 | +58.77% | 22 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL C | 804,133 | $147.5M | 1.7% | $115.26 | +58.13% | 22 qtrssince 2019-Q1 | Increased 53 |
BROADCOM INC | 83,701 | $134.4M | 1.6% | $61.03 | +159.16% | 22 qtrssince 2019-Q1 | Increased 52 |
ALTRIA GROUP INC | 2.9M | $131.8M | 1.6% | $37.13 | +10.13% | 22 qtrssince 2019-Q1 | Increased 49 |
ELI LILLY & CO | 144,370 | $130.7M | 1.5% | $270.09 | +230.12% | 22 qtrssince 2019-Q1 | Increased 55 |
UNITEDHEALTH GROUP INC | 183,325 | $93.4M | 1.1% | $308.22 | +60.07% | 22 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 101,634 | $86.4M | 1.0% | $543.33 | +54.52% | 22 qtrssince 2019-Q1 | Increased 49 |
TESLA INC | 431,843 | $85.5M | 1.0% | $251.55 | -21.33% | 16 qtrssince 2020-Q3 | Increased 52 |
VERIZON COMMUNICATIONS INC | 2.1M | $84.7M | 1.0% | $36.28 | +1.27% | 22 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 386,928 | $78.3M | 0.9% | $123.81 | +57.42% | 22 qtrssince 2019-Q1 | Increased 45 |
JOHNSON & JOHNSON | 513,029 | $75M | 0.9% | $128.30 | +8.83% | 22 qtrssince 2019-Q1 | Increased 50 |
INTL BUSINESS MACHINES CORP | 429,580 | $74.3M | 0.9% | $137.52 | +18.17% | 22 qtrssince 2019-Q1 | Increased 47 |
ABBVIE INC | 428,767 | $73.5M | 0.9% | $113.32 | +40.44% | 22 qtrssince 2019-Q1 | Increased 47 |
HOME DEPOT INC | 199,387 | $68.6M | 0.8% | $222.10 | +49.52% | 22 qtrssince 2019-Q1 | Increased 45 |
Swiss Life Asset Management Ltd manages $8.5B across 585 positions as of Q2 2024. Top holdings: MSFT (6.6%), NVDA (6.2%), AAPL (5.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 67 new positions, 13 exits, 357 increased. Top move: NVDA (INCREASED, conviction 98). Portfolio: $8.5B across 585 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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