Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2019
Top Holdings500 positions
iShares MSCI Emerging Markets ETF | 13.1M | $587M | 11.1% | $36.52 | +7.34% | 4 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 79,000 | $146M | 2.8% | $89.04 | +3.77% | 4 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 903,149 | $142.4M | 2.7% | $110.12 | +35.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 452,590 | $132.9M | 2.5% | $45.30 | +55.97% | 4 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co Inc | 1M | $91.3M | 1.7% | $63.06 | +11.50% | 4 qtrssince 2019-Q1 | Decreased 0 |
Exxon Mobil Corp | 1.2M | $82.6M | 1.6% | $58.37 | -10.50% | 4 qtrssince 2019-Q1 | Decreased 0 |
Boeing Co/The | 253,195 | $82.5M | 1.6% | $371.50 | -12.83% | 4 qtrssince 2019-Q1 | Decreased 0 |
Cisco Systems Inc/Delaware | 1.7M | $80.5M | 1.5% | $43.51 | -9.36% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 537,162 | $74.9M | 1.4% | $82.70 | +40.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 243,651 | $71.6M | 1.4% | $200.43 | +30.43% | 4 qtrssince 2019-Q1 | Decreased 0 |
Verizon Communications Inc | 1.1M | $68.4M | 1.3% | $38.13 | +7.21% | 4 qtrssince 2019-Q1 | Decreased 0 |
Citigroup Inc | 844,690 | $67.5M | 1.3% | $48.26 | +31.13% | 4 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 450,247 | $65.7M | 1.2% | $113.77 | +6.58% | 4 qtrssince 2019-Q1 | Decreased 0 |
Texas Instruments Inc | 500,375 | $64.2M | 1.2% | $86.44 | +23.01% | 4 qtrssince 2019-Q1 | Decreased 0 |
AT&T Inc | 1.4M | $56.6M | 1.1% | $13.94 | +32.21% | 4 qtrssince 2019-Q1 | Decreased 0 |
Netflix Inc | 172,810 | $55.9M | 1.1% | $35.52 | -8.91% | 4 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp | 457,561 | $55.2M | 1.0% | $90.03 | +0.51% | 4 qtrssince 2019-Q1 | Decreased 0 |
Starbucks Corp | 626,364 | $55.1M | 1.0% | $63.07 | +19.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
Pfizer Inc | 1.4M | $53.7M | 1.0% | $28.06 | -5.17% | 4 qtrssince 2019-Q1 | Decreased 0 |
PepsiCo Inc | 389,906 | $53.3M | 1.0% | $96.97 | +13.91% | 4 qtrssince 2019-Q1 | Decreased 0 |
Swiss Life Asset Management Ltd manages $5.3B across 500 positions as of Q4 2019. Top holdings: EEM (11.1%), AMZN (2.8%), MSFT (2.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Active quarter - 38 new positions, 42 exits, 115 increased. No standout high-conviction moves this quarter. Portfolio: $5.3B across 500 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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