Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2019
Top Holdings500 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 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 | +3.71% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 903,149 | $142.4M | 2.7% | $110.82 | +35.02% | 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% | $64.36 | +11.60% | 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 | 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% | $83.49 | +40.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 243,651 | $71.6M | 1.4% | $203.13 | +31.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.1M | $68.4M | 1.3% | $39.97 | +6.87% | 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% | $115.60 | +6.16% | 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% | $14.44 | +32.06% | 4 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 172,810 | $55.9M | 1.1% | $35.52 | -8.97% | 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% | $99.93 | +14.02% | 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: Momentum Trader. HoldingsIntel Rating: 2/5.0.
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
Top Winners
Top Losers
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