Swiss Life Asset Management Ltd
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,381 positions
NVIDIA Corp. | 8.4M | $1.6B | 8.0% | $86.57 | +114.93% | 28 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.6M | $1.2B | 6.3% | $334.48 | +43.68% | 28 qtrssince 2019-Q1 | Increased 63 |
Apple Inc. | 3.9M | $1.1B | 5.4% | $161.72 | +67.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 2.2M | $675.4M | 3.4% | $147.61 | +111.64% | 28 qtrssince 2019-Q1 | Increased 58 |
Amazon.com, Inc. | 2.2M | $505.9M | 2.6% | $157.36 | +46.68% | 28 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.6M | $500.5M | 2.6% | $146.92 | +113.17% | 28 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 706,302 | $466.2M | 2.4% | $501.42 | +31.30% | 28 qtrssince 2019-Q1 | Increased 54 |
Broadcom Inc | 1.2M | $403.5M | 2.1% | $133.64 | +157.56% | 28 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 868,749 | $390.7M | 2.0% | $317.67 | +41.57% | 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% | $35.15 | +8.65% | 28 qtrssince 2019-Q1 | Increased 50 |
Johnson & Johnson | 1.1M | $233.8M | 1.2% | $136.82 | +48.86% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALTRIA GROUP INC | 3.9M | $227.6M | 1.2% | $39.87 | +37.95% | 28 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 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% | $171.87 | +84.86% | 28 qtrssince 2019-Q1 | Increased 46 |
CME Group Inc. | 537,783 | $146.9M | 0.7% | $216.30 | +22.66% | 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 Incorporated | 241,856 | $138.1M | 0.7% | $455.74 | +24.65% | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 226 new positions, 37 exits, 688 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $19.6B across 1381 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