Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q3 2024
Top Holdings628 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.3M | $526.7M | 6.0% | $134.58 | +71.70% | 23 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $509.3M | 5.8% | $223.85 | +89.43% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 4.1M | $497.8M | 5.7% | $114.86 | +5.66% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.6M | $396.6M | 4.5% | $36.52 | +22.56% | 23 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 1.4M | $257.8M | 2.9% | $127.74 | +47.15% | 23 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 323,303 | $185M | 2.1% | $316.02 | +78.82% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 937,273 | $155.4M | 1.8% | $114.99 | +41.86% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 2.9M | $148.7M | 1.7% | $37.19 | +25.64% | 23 qtrssince 2019-Q1 | Increased 48 |
BROADCOM INC | 807,977 | $139.3M | 1.6% | $158.57 | +7.13% | 23 qtrssince 2019-Q1 | Increased 77 |
ELI LILLY & CO | 142,027 | $125.8M | 1.4% | $270.09 | +223.49% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 717,162 | $119.9M | 1.4% | $115.26 | +42.68% | 23 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 419,193 | $109.6M | 1.2% | $251.55 | +3.54% | 17 qtrssince 2020-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 177,241 | $103.6M | 1.2% | $308.22 | +83.54% | 23 qtrssince 2019-Q1 | Decreased 0 |
INTL BUSINESS MACHINES CORP | 420,085 | $92.9M | 1.1% | $137.52 | +52.38% | 23 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 206,365 | $83.6M | 1.0% | $227.70 | +70.30% | 23 qtrssince 2019-Q1 | Increased 43 |
VERIZON COMMUNICATIONS INC | 1.8M | $82.6M | 0.9% | $36.28 | +12.05% | 23 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 417,056 | $82.3M | 0.9% | $113.32 | +63.19% | 23 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 501,111 | $81.2M | 0.9% | $128.30 | +21.09% | 23 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 90,770 | $80.5M | 0.9% | $543.33 | +61.39% | 23 qtrssince 2019-Q1 | Decreased 0 |
3M CO | 584,500 | $79.9M | 0.9% | $94.68 | +40.93% | 23 qtrssince 2019-Q1 | Increased 44 |
Swiss Life Asset Management Ltd manages $8.8B across 628 positions as of Q3 2024. Top holdings: AAPL (6.0%), MSFT (5.8%), NVDA (5.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 74 new positions, 31 exits, 192 increased. Top move: AVGO (INCREASED, conviction 77). Portfolio: $8.8B across 628 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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