Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q3 2021
Top Holdings543 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $643.2M | 8.9% | $36.52 | +22.32% | 11 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 1.2M | $324.2M | 4.5% | $126.64 | +116.60% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $322.2M | 4.5% | $96.62 | +42.85% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 61,013 | $200.4M | 2.8% | $91.21 | +80.96% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 49,379 | $131.6M | 1.8% | $72.78 | +83.45% | 11 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 47,502 | $127M | 1.8% | $62.82 | +112.29% | 11 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 343,195 | $116.5M | 1.6% | $189.14 | +78.31% | 11 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 352,247 | $73M | 1.0% | $16.66 | +22.89% | 11 qtrssince 2019-Q1 | Increased 75 |
JOHNSON & JOHNSON | 439,626 | $71M | 1.0% | $115.13 | +25.89% | 11 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 212,086 | $69.6M | 1.0% | $171.04 | +77.31% | 11 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 408,600 | $66.9M | 0.9% | $89.56 | +65.09% | 11 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 167,076 | $65.3M | 0.9% | $212.99 | +75.15% | 11 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 82,867 | $64.2M | 0.9% | $221.47 | +17.59% | 5 qtrssince 2020-Q3 | Increased 42 |
VISA INC-CLASS A SHARES | 270,251 | $60.2M | 0.8% | $162.48 | +32.00% | 11 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 205,856 | $56.2M | 0.8% | $224.65 | +23.43% | 11 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 884,392 | $52M | 0.7% | $51.55 | -1.22% | 11 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 88,705 | $51.1M | 0.7% | $351.24 | +63.91% | 11 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 913,111 | $49.3M | 0.7% | $40.29 | +1.57% | 11 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 896,515 | $48.8M | 0.7% | $43.82 | +8.02% | 11 qtrssince 2019-Q1 | Increased 46 |
AT&T INC | 1.8M | $48.5M | 0.7% | $14.99 | +4.54% | 11 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $7.2B across 543 positions as of Q3 2021. Top holdings: EEM (8.9%), MSFT (4.5%), AAPL (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 61 new positions, 38 exits, 198 increased. Top move: NVDA (INCREASED, conviction 75). Portfolio: $7.2B across 543 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer