Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q3 2023
Top Holdings621 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.6M | $328.2M | 5.1% | $36.52 | -2.74% | 19 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 1.8M | $315.3M | 4.9% | $100.44 | +68.18% | 19 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 944,885 | $298.3M | 4.6% | $133.50 | +132.58% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 332,154 | $144.4M | 2.2% | $18.72 | +132.18% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $137.2M | 2.1% | $107.51 | +18.24% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 726,454 | $95M | 1.5% | $94.98 | +36.74% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 705,992 | $93.1M | 1.4% | $96.59 | +35.49% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 168,886 | $85.1M | 1.3% | $274.30 | +76.02% | 19 qtrssince 2019-Q1 | Increased 48 |
TESLA INC | 312,730 | $78.2M | 1.2% | $262.22 | -4.58% | 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% | $213.20 | +34.07% | 19 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 391,369 | $60.9M | 0.9% | $120.72 | +20.38% | 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-CLASS A SHARES | 248,977 | $57.3M | 0.9% | $167.72 | +34.05% | 19 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 392,410 | $57.2M | 0.9% | $114.34 | +17.88% | 19 qtrssince 2019-Q1 | Increased 46 |
BERKSHIRE HATHAWAY INC-CL B | 162,191 | $56.8M | 0.9% | $252.09 | +38.96% | 19 qtrssince 2019-Q1 | Increased 43 |
BROADCOM INC | 65,955 | $54.8M | 0.8% | $37.11 | +117.87% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 375,322 | $54.4M | 0.8% | $99.31 | +38.03% | 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: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 46 new positions, 33 exits, 230 increased. Top move: HD (INCREASED, conviction 51). Portfolio: $6.5B across 621 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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