Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2022
Top Holdings595 positions
Ishares Msci Emerg Mkt Etf | 10.9M | $413.5M | 6.9% | $36.52 | -3.61% | 16 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 1.9M | $246.9M | 4.1% | $50.35 | +153.53% | 16 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 1M | $244.2M | 4.1% | $127.64 | +82.34% | 16 qtrssince 2019-Q1 | Decreased 0 |
Amazon.Com Inc | 1.1M | $88.6M | 1.5% | $91.33 | -8.02% | 16 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc Cap Stock Cl C | 875,863 | $77.8M | 1.3% | $73.51 | +19.57% | 16 qtrssince 2019-Q1 | Increased 48 |
Unitedhealth Group Inc | 138,177 | $73.3M | 1.2% | $230.60 | +113.43% | 16 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc Cap Stock Cl A | 817,950 | $72.3M | 1.2% | $62.92 | +38.90% | 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% | $64.49 | +53.85% | 16 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc | 204,434 | $64.7M | 1.1% | $182.51 | +56.95% | 16 qtrssince 2019-Q1 | Increased 51 |
Johnson & Johnson | 343,158 | $60.7M | 1.0% | $112.99 | +40.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
Lilly Eli & 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 | 845,049 | $53.9M | 0.9% | $43.12 | +32.24% | 16 qtrssince 2019-Q1 | Increased 43 |
Visa Inc Cl A | 257,641 | $53.6M | 0.9% | $164.35 | +22.85% | 16 qtrssince 2019-Q1 | Decreased 0 |
Pepsico Inc | 295,004 | $53.4M | 0.9% | $109.68 | +44.78% | 16 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 359,686 | $48.3M | 0.8% | $89.00 | +37.97% | 16 qtrssince 2019-Q1 | Increased 41 |
NVidia Corp | 308,941 | $45.2M | 0.8% | $6.00 | +142.57% | 16 qtrssince 2019-Q1 | Decreased 0 |
Verizon Communications Inc | 1.1M | $44.6M | 0.7% | $36.71 | -17.78% | 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: Concentrated Value. HoldingsIntel Score: 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
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR