Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2023
Top Holdings629 positions
APPLE INC | 2.6M | $505.9M | 6.1% | $96.67 | +96.76% | 20 qtrssince 2019-Q1 | Increased 82 |
MICROSOFT CORP | 1.3M | $501.8M | 6.0% | $201.14 | +83.05% | 20 qtrssince 2019-Q1 | Increased 81 |
ISHARES TR | 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% | $110.70 | +37.25% | 20 qtrssince 2019-Q1 | Increased 71 |
NVIDIA CORPORATION | 464,443 | $230.2M | 2.8% | $20.82 | +137.13% | 20 qtrssince 2019-Q1 | Increased 70 |
ALPHABET INC | 1.1M | $157.1M | 1.9% | $89.60 | +54.43% | 20 qtrssince 2019-Q1 | Increased 67 |
META PLATFORMS INC | 372,877 | $132.1M | 1.6% | $288.37 | +21.58% | 20 qtrssince 2019-Q1 | Increased 77 |
ALPHABET INC | 933,354 | $131.6M | 1.6% | $90.68 | +53.95% | 20 qtrssince 2019-Q1 | Increased 61 |
TESLA INC | 459,914 | $114.4M | 1.4% | $252.07 | -1.42% | 14 qtrssince 2020-Q3 | Increased 65 |
UNITEDHEALTH GROUP INC | 197,862 | $104.2M | 1.3% | $302.84 | +63.81% | 20 qtrssince 2019-Q1 | Increased 55 |
BROADCOM INC | 84,470 | $94.4M | 1.1% | $52.58 | +106.46% | 20 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 537,872 | $91.6M | 1.1% | $116.66 | +37.51% | 20 qtrssince 2019-Q1 | Increased 63 |
VISA INC | 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 DEL | 214,160 | $76.4M | 0.9% | $278.73 | +27.96% | 20 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 485,964 | $76.2M | 0.9% | $123.86 | +17.14% | 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% | $208.56 | +54.88% | 20 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 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: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 45 new positions, 37 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
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