Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2023
Top Holdings629 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.6M | $505.9M | 6.1% | $127.24 | +49.49% | 20 qtrssince 2019-Q1 | Increased 82 |
MICROSOFT CORP | 1.3M | $501.8M | 6.0% | $202.59 | +82.89% | 20 qtrssince 2019-Q1 | Increased 81 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.6M | $347.7M | 4.2% | $36.52 | +5.01% | 20 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 1.6M | $237.3M | 2.9% | $121.20 | +25.36% | 20 qtrssince 2019-Q1 | Increased 71 |
NVIDIA CORP | 464,443 | $230.2M | 2.8% | $27.49 | +80.05% | 20 qtrssince 2019-Q1 | Increased 70 |
ALPHABET INC-CL A | 1.1M | $157.1M | 1.9% | $110.42 | +25.56% | 20 qtrssince 2019-Q1 | Increased 67 |
META PLATFORMS INC-CLASS A | 372,877 | $132.1M | 1.6% | $288.84 | +21.69% | 20 qtrssince 2019-Q1 | Increased 77 |
ALPHABET INC-CL C | 933,354 | $131.6M | 1.6% | $107.13 | +30.57% | 20 qtrssince 2019-Q1 | Increased 61 |
TESLA INC | 459,914 | $114.4M | 1.4% | $257.82 | -3.62% | 14 qtrssince 2020-Q3 | Increased 65 |
UNITEDHEALTH GROUP INC | 197,862 | $104.2M | 1.3% | $308.22 | +64.14% | 20 qtrssince 2019-Q1 | Increased 55 |
BROADCOM INC | 84,470 | $94.4M | 1.1% | $52.90 | +106.34% | 20 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 537,872 | $91.6M | 1.1% | $118.24 | +36.97% | 20 qtrssince 2019-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 313,285 | $81.6M | 1.0% | $185.64 | +37.37% | 20 qtrssince 2019-Q1 | Increased 52 |
ELI LILLY & CO | 137,336 | $80.1M | 1.0% | $173.19 | +230.32% | 20 qtrssince 2019-Q1 | Increased 43 |
BERKSHIRE HATHAWAY INC-CL B | 214,160 | $76.4M | 0.9% | $277.46 | +28.54% | 20 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 485,964 | $76.2M | 0.9% | $125.91 | +17.08% | 20 qtrssince 2019-Q1 | Increased 51 |
EXXON MOBIL CORP | 682,455 | $68.3M | 0.8% | $65.90 | +40.58% | 20 qtrssince 2019-Q1 | Increased 53 |
HOME DEPOT INC | 194,328 | $67.4M | 0.8% | $213.20 | +54.81% | 20 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 442,459 | $64.9M | 0.8% | $116.82 | +16.64% | 20 qtrssince 2019-Q1 | Increased 47 |
ADOBE INC | 95,765 | $57.2M | 0.7% | $411.16 | +45.10% | 20 qtrssince 2019-Q1 | Increased 52 |
Swiss Life Asset Management Ltd manages $8.3B across 629 positions as of Q4 2023. Top holdings: AAPL (6.1%), MSFT (6.0%), EEM (4.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 44 new positions, 36 exits, 337 increased. Top move: AAPL (INCREASED, conviction 82). Portfolio: $8.3B across 629 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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