Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q3 2023
Top Holdings621 positions
ISHARES TR | 8.6M | $328.2M | 5.1% | $36.52 | -2.74% | 19 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc. | 1.8M | $315.3M | 4.9% | $56.87 | +197.03% | 19 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 944,885 | $298.3M | 4.6% | $132.41 | +133.01% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 332,154 | $144.4M | 2.2% | $9.45 | +358.89% | 19 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.1M | $137.2M | 2.1% | $92.33 | +37.68% | 19 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 726,454 | $95M | 1.5% | $62.92 | +106.01% | 19 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 705,992 | $93.1M | 1.4% | $74.93 | +74.32% | 19 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 168,886 | $85.1M | 1.3% | $269.68 | +75.57% | 19 qtrssince 2019-Q1 | Increased 48 |
Tesla Inc | 312,730 | $78.2M | 1.2% | $253.75 | -1.39% | 13 qtrssince 2020-Q3 | Increased 48 |
Eli Lilly & Co. | 133,506 | $71.7M | 1.1% | $161.75 | +225.31% | 19 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 526,079 | $61.8M | 1.0% | $57.95 | +86.30% | 19 qtrssince 2019-Q1 | Increased 47 |
Home Depot Inc. | 204,375 | $61.7M | 1.0% | $208.56 | +34.14% | 19 qtrssince 2019-Q1 | Increased 51 |
Johnson & Johnson | 391,369 | $60.9M | 0.9% | $118.73 | +20.46% | 19 qtrssince 2019-Q1 | Increased 45 |
Cisco Systems, Inc. | 1.1M | $59.9M | 0.9% | $44.82 | +10.82% | 19 qtrssince 2019-Q1 | Increased 46 |
Visa Inc | 248,977 | $57.3M | 0.9% | $167.72 | +34.05% | 19 qtrssince 2019-Q1 | Decreased 0 |
The Procter & Gamble Co. | 392,410 | $57.2M | 0.9% | $114.34 | +17.88% | 19 qtrssince 2019-Q1 | Increased 46 |
Berkshire Hathaway Inc. | 162,191 | $56.8M | 0.9% | $253.76 | +38.04% | 19 qtrssince 2019-Q1 | Increased 43 |
Broadcom Inc | 65,955 | $54.8M | 0.8% | $36.87 | +118.10% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 375,322 | $54.4M | 0.8% | $97.71 | +38.94% | 19 qtrssince 2019-Q1 | Increased 50 |
AbbVie Inc. | 334,265 | $49.8M | 0.8% | $100.09 | +34.26% | 19 qtrssince 2019-Q1 | Increased 47 |
Swiss Life Asset Management Ltd manages $6.5B across 621 positions as of Q3 2023. Top holdings: EEM (5.1%), AAPL (4.9%), MSFT (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 46 new positions, 33 exits, 230 increased. Top move: HD (INCREASED, conviction 51). Portfolio: $6.5B across 621 positions.
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Portfolio allocation by GICS sector
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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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