Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2020
Top Holdings497 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $659.6M | 9.7% | $36.52 | +25.96% | 8 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.4M | $322.3M | 4.7% | $96.56 | +33.41% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $267.1M | 3.9% | $126.64 | +67.97% | 8 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 63,941 | $208.2M | 3.0% | $90.82 | +80.89% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 2.3M | $121M | 1.8% | — | — | — | Increased — |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 2.3M | $121M | 1.8% | — | — | — | Decreased — |
META PLATFORMS INC-CLASS A | 362,621 | $99M | 1.4% | $188.02 | +43.59% | 8 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 54,463 | $95.4M | 1.4% | $62.82 | +37.16% | 8 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL C | 45,295 | $79.3M | 1.2% | $67.92 | +27.11% | 8 qtrssince 2019-Q1 | Increased 65 |
JOHNSON & JOHNSON | 448,544 | $70.6M | 1.0% | $115.09 | +17.64% | 8 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 469,093 | $65.3M | 1.0% | $102.97 | +16.64% | 8 qtrssince 2019-Q1 | Increased 53 |
UNITEDHEALTH GROUP INC | 175,042 | $61.4M | 0.9% | $210.17 | +51.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 230,931 | $61.3M | 0.9% | $171.04 | +37.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 247,939 | $57.5M | 0.8% | $224.65 | +2.23% | 8 qtrssince 2019-Q1 | Increased 67 |
VISA INC-CLASS A SHARES | 262,600 | $57.4M | 0.8% | $159.06 | +31.82% | 8 qtrssince 2019-Q1 | Increased 49 |
TESLA INC | 77,693 | $54.8M | 0.8% | $221.95 | +4.34% | 2 qtrssince 2020-Q3 | Increased 67 |
JPMORGAN CHASE & CO | 421,731 | $53.6M | 0.8% | $82.75 | +32.47% | 8 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 875,913 | $51.4M | 0.8% | $40.19 | +5.38% | 8 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.2M | $51.1M | 0.7% | $51.55 | -34.49% | 8 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 138,014 | $49.2M | 0.7% | $245.18 | +40.76% | 8 qtrssince 2019-Q1 | Increased 48 |
Swiss Life Asset Management Ltd manages $6.8B across 497 positions as of Q4 2020. Top holdings: EEM (9.7%), AAPL (4.7%), MSFT (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 46 new positions, 22 exits, 237 increased. Top move: BRK/B (INCREASED, conviction 67). Portfolio: $6.8B across 497 positions.
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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