Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q3 2022
Top Holdings576 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $445.3M | 7.7% | $36.52 | -12.32% | 15 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2M | $280.7M | 4.8% | $96.62 | +40.30% | 15 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $247.9M | 4.3% | $128.84 | +79.52% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $127.2M | 2.2% | $108.02 | +6.28% | 15 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 338,560 | $89.8M | 1.6% | $262.95 | +2.00% | 9 qtrssince 2020-Q3 | Increased 76 |
ALPHABET INC-CL A | 895,467 | $85.6M | 1.5% | $94.98 | +1.80% | 15 qtrssince 2019-Q1 | Increased 76 |
ALPHABET INC-CL C | 848,710 | $81.6M | 1.4% | $96.13 | +1.28% | 15 qtrssince 2019-Q1 | Increased 76 |
UNITEDHEALTH GROUP INC | 139,918 | $70.7M | 1.2% | $234.80 | +104.51% | 15 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 356,564 | $58.2M | 1.0% | $115.13 | +29.61% | 15 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 624,908 | $54.6M | 0.9% | $51.71 | +52.44% | 15 qtrssince 2019-Q1 | Increased 42 |
ELI LILLY & CO | 168,707 | $54.6M | 0.9% | $125.16 | +150.38% | 15 qtrssince 2019-Q1 | Increased 42 |
MERCK & CO. INC. | 622,274 | $53.6M | 0.9% | $65.86 | +19.26% | 15 qtrssince 2019-Q1 | Increased 41 |
VISA INC-CLASS A SHARES | 296,179 | $52.6M | 0.9% | $164.35 | +4.81% | 15 qtrssince 2019-Q1 | Increased 48 |
HOME DEPOT INC | 188,067 | $51.9M | 0.9% | $177.66 | +44.29% | 15 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 299,947 | $49M | 0.8% | $113.40 | +32.24% | 15 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 1.1M | $47.7M | 0.8% | $29.93 | +15.87% | 15 qtrssince 2019-Q1 | Increased 53 |
CHEVRON CORP | 316,636 | $45.5M | 0.8% | $90.32 | +36.56% | 15 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 807,188 | $45.2M | 0.8% | $43.30 | +18.56% | 15 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 337,452 | $41M | 0.7% | $17.09 | -28.62% | 15 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 148,524 | $39.7M | 0.7% | $235.01 | +14.71% | 15 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $5.8B across 576 positions as of Q3 2022. Top holdings: EEM (7.7%), AAPL (4.8%), MSFT (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 10 new positions, 70 exits, 254 increased. Top move: TSLA (INCREASED, conviction 76). Portfolio: $5.8B across 576 positions.
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Position Outcomes
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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