Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2020
Top Holdings497 positions
iShares MSCI Emerging Markets ETF | 12.8M | $659.6M | 9.7% | $36.52 | +25.96% | 8 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc | 2.4M | $322.3M | 4.7% | $50.17 | +156.74% | 8 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 1.2M | $267.1M | 3.9% | $125.50 | +68.98% | 8 qtrssince 2019-Q1 | Increased 62 |
Amazon.com Inc | 63,941 | $208.2M | 3.0% | $90.94 | +79.07% | 8 qtrssince 2019-Q1 | Decreased 0 |
iShares MSCI Emerging Markets ETF | 2.3M | $121M | 1.8% | — | — | — | Increased — |
iShares MSCI Emerging Markets ETF | 2.3M | $121M | 1.8% | — | — | — | Decreased — |
Facebook Inc | 362,621 | $99M | 1.4% | $188.05 | +43.88% | 8 qtrssince 2019-Q1 | Increased 56 |
Alphabet Inc | 54,463 | $95.4M | 1.4% | $62.92 | +37.95% | 8 qtrssince 2019-Q1 | Increased 56 |
Alphabet Inc | 45,295 | $79.3M | 1.2% | $68.24 | +27.16% | 8 qtrssince 2019-Q1 | Increased 65 |
Johnson & Johnson | 448,544 | $70.6M | 1.0% | $112.95 | +18.97% | 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% | $206.83 | +53.25% | 8 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc/The | 230,931 | $61.3M | 0.9% | $166.91 | +37.90% | 8 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 247,939 | $57.5M | 0.8% | $226.48 | +2.38% | 8 qtrssince 2019-Q1 | Increased 67 |
Visa Inc | 262,600 | $57.4M | 0.8% | $159.06 | +31.82% | 8 qtrssince 2019-Q1 | Increased 49 |
Tesla Inc | 77,693 | $54.8M | 0.8% | $225.55 | +4.29% | 2 qtrssince 2020-Q3 | Increased 67 |
JPMorgan Chase & Co | 421,731 | $53.6M | 0.8% | $81.43 | +35.14% | 8 qtrssince 2019-Q1 | Decreased 0 |
Verizon Communications Inc | 875,913 | $51.4M | 0.8% | $38.31 | +6.56% | 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 | 138,014 | $49.2M | 0.7% | $243.17 | +41.99% | 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: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
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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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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