Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2021
Top Holdings544 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.8M | $623.6M | 8.1% | $36.52 | +21.94% | 12 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 2.2M | $389.9M | 5.1% | $96.62 | +79.52% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $373.2M | 4.8% | $126.64 | +159.26% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 59,711 | $199.1M | 2.6% | $91.21 | +84.89% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 46,804 | $135.6M | 1.8% | $62.82 | +130.99% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 46,847 | $135.6M | 1.8% | $72.78 | +99.11% | 12 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 107,345 | $113.5M | 1.5% | $252.33 | +41.40% | 6 qtrssince 2020-Q3 | Increased 60 |
NVIDIA CORP | 364,543 | $107.2M | 1.4% | $17.09 | +72.78% | 12 qtrssince 2019-Q1 | Increased 49 |
META PLATFORMS INC-CLASS A | 313,420 | $105.4M | 1.4% | $189.14 | +80.80% | 12 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 207,800 | $86.2M | 1.1% | $171.04 | +116.62% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 157,785 | $79.2M | 1.0% | $212.99 | +121.37% | 12 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 415,207 | $71M | 0.9% | $115.13 | +33.12% | 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% | $89.56 | +58.61% | 12 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 139,562 | $57.9M | 0.8% | $207.60 | +84.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 190,758 | $57M | 0.7% | $224.65 | +33.53% | 12 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 2.3M | $55.9M | 0.7% | $14.89 | -2.38% | 12 qtrssince 2019-Q1 | Increased 51 |
CISCO SYSTEMS INC | 878,233 | $55.7M | 0.7% | $43.82 | +26.61% | 12 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 255,432 | $55.4M | 0.7% | $162.48 | +28.64% | 12 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1M | $54.5M | 0.7% | $40.22 | -1.08% | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
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