Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2021
Top Holdings544 positions
ISHARES TR | 12.8M | $623.6M | 8.1% | $36.52 | +21.94% | 12 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.2M | $389.9M | 5.1% | $50.35 | +244.49% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $373.2M | 4.8% | $125.50 | +157.66% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 59,711 | $199.1M | 2.6% | $91.33 | +82.55% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 46,804 | $135.6M | 1.8% | $62.92 | +128.03% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 46,847 | $135.6M | 1.8% | $73.05 | +96.20% | 12 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 107,345 | $113.5M | 1.5% | $254.49 | +38.42% | 6 qtrssince 2020-Q3 | Increased 60 |
NVIDIA CORPORATION | 364,543 | $107.2M | 1.4% | $6.00 | +387.73% | 12 qtrssince 2019-Q1 | Increased 49 |
META PLATFORMS INC | 313,420 | $105.4M | 1.4% | $189.14 | +76.15% | 12 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 207,800 | $86.2M | 1.1% | $166.91 | +119.95% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 157,785 | $79.2M | 1.0% | $209.55 | +119.64% | 12 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 415,207 | $71M | 0.9% | $112.99 | +32.53% | 12 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 1.1M | $62.1M | 0.8% | $28.30 | +61.55% | 12 qtrssince 2019-Q1 | Increased 42 |
JPMORGAN CHASE & CO | 379,189 | $60.1M | 0.8% | $87.99 | +59.76% | 12 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 139,562 | $57.9M | 0.8% | $205.95 | +84.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 190,758 | $57M | 0.7% | $226.48 | +32.02% | 12 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 2.3M | $55.9M | 0.7% | $14.26 | -2.26% | 12 qtrssince 2019-Q1 | Increased 51 |
CISCO SYS INC | 878,233 | $55.7M | 0.7% | $43.82 | +26.61% | 12 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 255,432 | $55.4M | 0.7% | $162.48 | +28.64% | 12 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1M | $54.5M | 0.7% | $38.32 | -1.49% | 12 qtrssince 2019-Q1 | Increased 47 |
Swiss Life Asset Management Ltd manages $7.7B across 544 positions as of Q4 2021. Top holdings: EEM (8.1%), AAPL (5.1%), MSFT (4.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 36 new positions, 35 exits, 176 increased. Top move: TSLA (INCREASED, conviction 60). Portfolio: $7.7B across 544 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
Verify source filings on SEC EDGAR