Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q3 2020
Top Holdings473 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 16M | $705.9M | 10.5% | — | — | — | Unchanged — |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $562.9M | 8.4% | $36.52 | +4.63% | 7 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.6M | $296.2M | 4.4% | $96.56 | +16.23% | 7 qtrssince 2019-Q1 | Increased 91 |
AMAZON.COM INC | 82,847 | $260.9M | 3.9% | $90.82 | +73.13% | 7 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 1.1M | $231.7M | 3.4% | $118.89 | +66.83% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 317,594 | $99M | 1.5% | $210.17 | +32.91% | 7 qtrssince 2019-Q1 | Increased 48 |
MERCK & CO. INC. | 1.2M | $96.5M | 1.4% | $63.80 | +3.70% | 7 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 172,448 | $93.3M | 1.4% | $4.88 | +169.94% | 7 qtrssince 2019-Q1 | Increased 47 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 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% | $115.09 | +10.10% | 7 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 303,570 | $79.5M | 1.2% | $172.08 | +51.08% | 7 qtrssince 2019-Q1 | Increased 50 |
VERIZON COMMUNICATIONS INC | 1.3M | $77M | 1.1% | $40.19 | +6.25% | 7 qtrssince 2019-Q1 | Increased 52 |
HOME DEPOT INC | 263,093 | $73M | 1.1% | $171.04 | +40.09% | 7 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL A | 45,363 | $66.5M | 1.0% | $58.13 | +25.14% | 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% | $14.66 | +0.50% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 323,167 | $63.6M | 0.9% | $142.16 | +23.47% | 7 qtrssince 2019-Q1 | Increased 44 |
JPMORGAN CHASE & CO | 632,742 | $60.9M | 0.9% | $82.75 | -0.18% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMGEN INC | 229,570 | $58.3M | 0.9% | $160.48 | +30.39% | 7 qtrssince 2019-Q1 | Increased 45 |
Swiss Life Asset Management Ltd manages $6.7B across 473 positions as of Q3 2020. Top holdings: EEM (10.5%), EEM (8.4%), AAPL (4.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 24 new positions, 53 exits, 235 increased. Top move: AAPL (INCREASED, conviction 91). Portfolio: $6.7B across 473 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