Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,381 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 8.4M | $1.6B | 8.0% | $127.95 | +46.57% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.6M | $1.2B | 6.3% | $337.76 | +44.33% | 28 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 3.9M | $1.1B | 5.4% | $177.28 | +52.93% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $675.4M | 3.4% | $157.23 | +99.61% | 28 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 2.2M | $505.9M | 2.6% | $163.98 | +41.80% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.6M | $500.5M | 2.6% | $154.40 | +103.72% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 706,302 | $466.2M | 2.4% | $503.05 | +32.38% | 28 qtrssince 2019-Q1 | Increased 54 |
BROADCOM INC | 1.2M | $403.5M | 2.1% | $191.00 | +83.16% | 28 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 868,749 | $390.7M | 2.0% | $325.28 | +39.70% | 22 qtrssince 2020-Q3 | Increased 49 |
ELI LILLY & CO | 308,284 | $331.3M | 1.7% | $548.53 | +94.98% | 28 qtrssince 2019-Q1 | Increased 50 |
VERIZON COMMUNICATIONS INC | 6M | $242.4M | 1.2% | $36.61 | +9.29% | 28 qtrssince 2019-Q1 | Increased 50 |
JOHNSON & JOHNSON | 1.1M | $233.8M | 1.2% | $138.39 | +49.51% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 3.9M | $227.6M | 1.2% | $41.71 | +38.50% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 589,762 | $206.8M | 1.1% | $293.14 | +18.93% | 28 qtrssince 2019-Q1 | Increased 54 |
PFIZER INC | 6.8M | $170.3M | 0.9% | $24.43 | -3.06% | 28 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 519,720 | $167.5M | 0.9% | $173.51 | +85.56% | 28 qtrssince 2019-Q1 | Increased 46 |
CME GROUP INC | 537,783 | $146.9M | 0.7% | $221.95 | +24.28% | 28 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 628,692 | $143.6M | 0.7% | $144.83 | +54.12% | 28 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 241,856 | $138.1M | 0.7% | $453.30 | +27.19% | 28 qtrssince 2019-Q1 | Increased 46 |
MORGAN STANLEY | 764,583 | $135.7M | 0.7% | $98.32 | +77.63% | 28 qtrssince 2019-Q1 | Increased 44 |
Swiss Life Asset Management Ltd manages $19.6B across 1381 positions as of Q4 2025. Top holdings: NVDA (8.0%), MSFT (6.3%), AAPL (5.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 226 new positions, 36 exits, 688 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $19.6B across 1381 positions.
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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