Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q2 2025
Top Holdings874 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 8.1M | $1.3B | 7.5% | $125.10 | +26.08% | 26 qtrssince 2019-Q1 | Increased 67 |
MICROSOFT CORP | 2.4M | $1.2B | 7.0% | $325.55 | +51.81% | 26 qtrssince 2019-Q1 | Increased 68 |
APPLE INC | 3.9M | $808M | 4.8% | $175.32 | +16.46% | 26 qtrssince 2019-Q1 | Increased 68 |
META PLATFORMS INC-CLASS A | 689,735 | $509.1M | 3.0% | $497.66 | +47.20% | 26 qtrssince 2019-Q1 | Increased 74 |
AMAZON.COM INC | 2.2M | $490.5M | 2.9% | $162.01 | +37.83% | 26 qtrssince 2019-Q1 | Increased 56 |
BROADCOM INC | 1.4M | $383.4M | 2.3% | $187.44 | +43.18% | 26 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 2M | $358.5M | 2.1% | $151.20 | +17.89% | 26 qtrssince 2019-Q1 | Increased 64 |
ALTRIA GROUP INC | 4.7M | $275M | 1.6% | $41.71 | +36.13% | 26 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL C | 1.5M | $267.1M | 1.6% | $148.96 | +19.49% | 26 qtrssince 2019-Q1 | Increased 57 |
TESLA INC | 805,979 | $256M | 1.5% | $316.01 | +2.41% | 20 qtrssince 2020-Q3 | Increased 49 |
VERIZON COMMUNICATIONS INC | 5.9M | $255.1M | 1.5% | $36.52 | +10.18% | 26 qtrssince 2019-Q1 | Increased 49 |
ELI LILLY & CO | 287,185 | $223.9M | 1.3% | $526.04 | +46.94% | 26 qtrssince 2019-Q1 | Increased 61 |
CME GROUP INC | 734,331 | $202.4M | 1.2% | $221.95 | +22.64% | 26 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 1.3M | $197.7M | 1.2% | $138.39 | +8.63% | 26 qtrssince 2019-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 503,667 | $178.8M | 1.1% | $284.12 | +23.75% | 26 qtrssince 2019-Q1 | Increased 69 |
NETFLIX INC | 129,129 | $172.9M | 1.0% | $82.31 | +60.75% | 26 qtrssince 2019-Q1 | Increased 67 |
INTL BUSINESS MACHINES CORP | 576,663 | $170M | 1.0% | $161.17 | +77.07% | 26 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 874,184 | $162.3M | 1.0% | $144.83 | +23.24% | 26 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 5.8M | $141.3M | 0.8% | $24.57 | -9.39% | 26 qtrssince 2019-Q1 | Increased 44 |
JPMORGAN CHASE & CO | 485,242 | $140.7M | 0.8% | $162.97 | +73.69% | 26 qtrssince 2019-Q1 | Increased 46 |
Swiss Life Asset Management Ltd manages $17B across 874 positions as of Q2 2025. Top holdings: NVDA (7.5%), MSFT (7.0%), AAPL (4.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 176 new positions, 8 exits, 480 increased. Top move: META (INCREASED, conviction 74). Portfolio: $17.0B across 874 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