Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q3 2020
Top Holdings473 positions
iShares MSCI Emerging Markets ETF | 16M | $705.9M | 10.5% | — | — | — | Unchanged — |
iShares MSCI Emerging Markets ETF | 12.8M | $562.9M | 8.4% | $36.52 | +4.63% | 7 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc | 2.6M | $296.2M | 4.4% | $50.17 | +123.70% | 7 qtrssince 2019-Q1 | Increased 91 |
Amazon.com Inc | 82,847 | $260.9M | 3.9% | $90.94 | +73.12% | 7 qtrssince 2019-Q1 | Increased 56 |
Microsoft Corp | 1.1M | $231.7M | 3.4% | $117.71 | +69.92% | 7 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 317,594 | $99M | 1.5% | $206.83 | +35.76% | 7 qtrssince 2019-Q1 | Increased 48 |
Merck & Co Inc | 1.2M | $96.5M | 1.4% | $62.56 | +4.94% | 7 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 172,448 | $93.3M | 1.4% | $4.86 | +176.95% | 7 qtrssince 2019-Q1 | Increased 47 |
iShares MSCI Emerging Markets ETF | 1.9M | $84.4M | 1.3% | — | — | — | Unchanged — |
Texas Instruments Inc | 578,795 | $82.6M | 1.2% | $89.64 | +34.94% | 7 qtrssince 2019-Q1 | Increased 51 |
Johnson & Johnson | 544,464 | $81M | 1.2% | $112.95 | +11.77% | 7 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 303,570 | $79.5M | 1.2% | $172.00 | +50.82% | 7 qtrssince 2019-Q1 | Increased 50 |
Verizon Communications Inc | 1.3M | $77M | 1.1% | $38.31 | +6.77% | 7 qtrssince 2019-Q1 | Increased 52 |
Home Depot Inc/The | 263,093 | $73M | 1.1% | $166.91 | +43.39% | 7 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc | 45,363 | $66.5M | 1.0% | $58.13 | +24.87% | 7 qtrssince 2019-Q1 | Decreased 0 |
Starbucks Corp | 748,386 | $64.3M | 1.0% | $62.20 | +20.66% | 7 qtrssince 2019-Q1 | Increased 42 |
AT&T Inc | 2.2M | $64.1M | 1.0% | $13.96 | +2.65% | 7 qtrssince 2019-Q1 | Decreased 0 |
Union Pacific Corp | 323,167 | $63.6M | 0.9% | $140.16 | +23.14% | 7 qtrssince 2019-Q1 | Increased 44 |
JPMorgan Chase & Co | 632,742 | $60.9M | 0.9% | $81.43 | +1.44% | 7 qtrssince 2019-Q1 | Decreased 0 |
Amgen Inc | 229,570 | $58.3M | 0.9% | $158.23 | +33.57% | 7 qtrssince 2019-Q1 | Increased 45 |
Swiss Life Asset Management Ltd manages $6.7B across 473 positions as of Q3 2020. Top holdings: EEM puts (10.5%), EEM (8.4%), AAPL (4.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Active quarter - 24 new positions, 53 exits, 235 increased. Top move: AAPL (INCREASED, conviction 91). Portfolio: $6.7B across 473 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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