Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2022
Top Holdings595 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES MSCI EMERGING MARKETS INDEX FUND | 10.9M | $413.5M | 6.9% | $36.52 | -3.61% | 16 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.9M | $246.9M | 4.1% | $96.62 | +32.12% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1M | $244.2M | 4.1% | $128.84 | +81.79% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $88.6M | 1.5% | $108.02 | -22.23% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 875,863 | $77.8M | 1.3% | $95.88 | -8.14% | 16 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 138,177 | $73.3M | 1.2% | $234.80 | +113.75% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 817,950 | $72.3M | 1.2% | $94.98 | -7.81% | 16 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 611,835 | $67.6M | 1.1% | $51.71 | +91.14% | 16 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 593,489 | $66M | 1.1% | $65.86 | +53.74% | 16 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 204,434 | $64.7M | 1.1% | $186.86 | +56.62% | 16 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 343,158 | $60.7M | 1.0% | $115.13 | +40.06% | 16 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 164,504 | $60.3M | 1.0% | $125.16 | +184.07% | 16 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 1.1M | $56.4M | 0.9% | $30.02 | +36.46% | 16 qtrssince 2019-Q1 | Increased 42 |
CHEVRON CORP | 313,333 | $56.3M | 0.9% | $90.32 | +71.93% | 16 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 845,049 | $53.9M | 0.9% | $43.96 | +32.21% | 16 qtrssince 2019-Q1 | Increased 43 |
VISA INC-CLASS A SHARES | 257,641 | $53.6M | 0.9% | $164.35 | +22.85% | 16 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 295,004 | $53.4M | 0.9% | $113.40 | +44.29% | 16 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 359,686 | $48.3M | 0.8% | $90.67 | +36.75% | 16 qtrssince 2019-Q1 | Increased 41 |
NVIDIA CORP | 308,941 | $45.2M | 0.8% | $17.09 | -14.57% | 16 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.1M | $44.6M | 0.7% | $38.54 | -17.88% | 16 qtrssince 2019-Q1 | Increased 50 |
Swiss Life Asset Management Ltd manages $6B across 595 positions as of Q4 2022. Top holdings: EEM (6.9%), AAPL (4.1%), MSFT (4.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 64 new positions, 45 exits, 219 increased. Top move: HD (INCREASED, conviction 51). Portfolio: $6.0B across 595 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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