Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2024
Top Holdings706 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 6.8M | $912.4M | 6.7% | $123.82 | +11.01% | 24 qtrssince 2019-Q1 | Increased 91 |
MICROSOFT CORP | 2M | $834.2M | 6.2% | $303.43 | +38.99% | 24 qtrssince 2019-Q1 | Increased 91 |
APPLE INC | 3.2M | $796.1M | 5.9% | $167.54 | +48.39% | 24 qtrssince 2019-Q1 | Increased 82 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 12.2M | $508.9M | 3.8% | $37.81 | +8.37% | 24 qtrssince 2019-Q1 | Increased 77 |
AMAZON.COM INC | 2M | $441.9M | 3.3% | $157.05 | +40.91% | 24 qtrssince 2019-Q1 | Increased 78 |
ALPHABET INC-CL A | 1.5M | $293M | 2.2% | $144.80 | +31.55% | 24 qtrssince 2019-Q1 | Increased 77 |
TESLA INC | 724,187 | $292.3M | 2.2% | $321.40 | +29.87% | 18 qtrssince 2020-Q3 | Increased 79 |
BROADCOM INC | 1.2M | $288.7M | 2.1% | $185.38 | +25.94% | 24 qtrssince 2019-Q1 | Increased 74 |
META PLATFORMS INC-CLASS A | 490,330 | $287M | 2.1% | $409.14 | +44.05% | 24 qtrssince 2019-Q1 | Increased 74 |
ALTRIA GROUP INC | 4.7M | $243.4M | 1.8% | $41.46 | +17.22% | 24 qtrssince 2019-Q1 | Increased 70 |
VERIZON COMMUNICATIONS INC | 5.7M | $229.3M | 1.7% | $36.38 | +0.12% | 24 qtrssince 2019-Q1 | Increased 78 |
ALPHABET INC-CL C | 1.1M | $207.2M | 1.5% | $141.42 | +35.72% | 24 qtrssince 2019-Q1 | Increased 67 |
CME GROUP INC | 720,268 | $167.3M | 1.2% | $221.12 | +2.75% | 24 qtrssince 2019-Q1 | Increased 77 |
ELI LILLY & CO | 196,200 | $151.4M | 1.1% | $406.08 | +87.80% | 24 qtrssince 2019-Q1 | Increased 63 |
PFIZER INC | 5.6M | $147.5M | 1.1% | $24.67 | -4.65% | 24 qtrssince 2019-Q1 | Increased 77 |
ABBVIE INC | 821,832 | $146M | 1.1% | $140.12 | +19.71% | 24 qtrssince 2019-Q1 | Increased 76 |
JOHNSON & JOHNSON | 967,888 | $139.9M | 1.0% | $133.50 | +4.18% | 24 qtrssince 2019-Q1 | Increased 76 |
UNITED PARCEL SERVICE-CL B | 1.1M | $136.3M | 1.0% | $120.24 | -2.48% | 24 qtrssince 2019-Q1 | Increased 77 |
INTL BUSINESS MACHINES CORP | 567,737 | $124.8M | 0.9% | $156.38 | +34.30% | 24 qtrssince 2019-Q1 | Increased 55 |
HOME DEPOT INC | 320,297 | $124.5M | 0.9% | $281.86 | +34.80% | 24 qtrssince 2019-Q1 | Increased 60 |
Swiss Life Asset Management Ltd manages $13.6B across 706 positions as of Q4 2024. Top holdings: NVDA (6.7%), MSFT (6.2%), AAPL (5.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 90 new positions, 12 exits, 506 increased. Top move: NVDA (INCREASED, conviction 91). Portfolio: $13.6B across 706 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