Swiss Life Asset Management Ltd

CIK

1637689

Location

Zurich, V8

Portfolio Value

Large $23,543,683,648

Diversification

Diversified

Filing Date

Global Rank

#22 / 3,203 ▲ 249

Top Industry

Semiconductors 15.5%

3Y Alpha vs SPY

0.0%

Period ended 30 days ago

Filed Jul 29, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+67.0%

SPY

+65.3%

Annualised alpha

+0.4%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,627 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.6%

−0.7 pts

Top 5

24.0%

−0.6 pts

Top 10

33.6%

−0.2 pts

HHI

175

Diversified−10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.2%	$8,989,527,136	264
Financial Services	11.5%	$2,712,132,224	245
Healthcare	10.1%	$2,369,945,054	201
Consumer Cyclical	9.0%	$2,120,977,380	186
Industrials	8.9%	$2,098,426,637	252
Communication Services	8.5%	$1,998,874,334	57
Consumer Defensive	5.4%	$1,279,327,157	72
Energy	2.8%	$665,055,617	81
Utilities	2.0%	$478,505,177	57
Basic Materials	2.0%	$477,851,280	99
Real Estate	1.3%	$299,743,285	110
Unclassified	0.2%	$53,318,367	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMCR	Amcor plc	+718,599	891,106	$38,629,445
T	At&T Inc.	+538,714	2,172,665	$44,974,165
KLAC	Kla Corp	+511,795	574,006	$173,183,349
CDE	Coeur Mining, Inc.	+385,487	475,958	$7,767,633
AVGO	Broadcom Inc.	+370,734	1,677,200	$633,562,299
BKNG	Booking Holdings Inc.	+283,240	296,243	$52,802,352
AAPL	Apple Inc.	+214,379	4,489,649	$1,299,124,834
BMY	Bristol Myers Squibb Co	+210,875	1,414,008	$81,475,140
NFLX	Netflix Inc	+203,557	1,715,842	$122,511,118
CPRT	Copart Inc	+194,129	378,236	$10,662,472
PLTR	Palantir Technologies Inc.	+174,167	891,083	$103,962,653
MSFT	Microsoft Corp	+170,014	2,904,434	$1,083,411,970
VICI	Vici Properties Inc.	+169,945	428,315	$11,371,763
AMZN	Amazon Com Inc	+159,814	2,566,642	$611,733,453
CMCSA	Comcast Corp	+156,726	991,053	$24,330,350
BAC	Bank Of America Corp /De/	+140,682	1,057,651	$60,264,953
CCL	Carnival Corp Ltd.	+136,675	264,191	$7,547,936
GILD	Gilead Sciences, Inc.	+136,175	525,655	$66,411,252
HAL	Halliburton Co	+124,110	397,372	$13,490,778
CVNA	Carvana Co.	+122,047	137,629	$9,058,740
CMG	Chipotle Mexican Grill Inc	+120,435	447,794	$15,224,996
F	Ford Motor Co	+114,809	839,116	$11,663,712
GE	General Electric Co	+100,491	465,353	$173,916,375
ZTS	Zoetis Inc.	+94,552	268,913	$19,324,087
TSCO	Tractor Supply Co /De/	+90,895	275,924	$8,721,956
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−795,100	146,412	$6,010,211
DD	DuPont de Nemours, Inc.	−777,040	336,215	$45,604,202
NVDA	Nvidia Corp	−636,828	8,991,962	$1,799,201,675
WDAY	Workday, Inc.	−549,518	78,295	$9,584,873
PFE	Pfizer Inc	−389,228	6,943,719	$167,204,752
VZ	Verizon Communications Inc	−372,543	5,978,303	$253,121,348
UBER	Uber Technologies, Inc	−266,688	410,821	$29,644,842
SCHW	Schwab Charles Corp	−265,907	357,255	$32,963,917
NWSA	News Corp	−228,830	76,061	$1,888,594
MU	Micron Technology Inc	−213,613	273,075	$315,207,741
BBY	Best Buy Co Inc	−208,343	422,535	$32,061,955
INTC	Intel Corp	−205,636	730,604	$102,014,236
MO	Altria Group, Inc.	−195,152	3,890,040	$279,888,377
DOC	Healthpeak Properties, Inc.	−190,842	50,244	$1,075,221
RF	Regions Financial Corp	−178,307	2,161,463	$65,276,182
BN	BROOKFIELD Corp /ON/	−174,500	186,086	$7,925,402
HPQ	Hp Inc	−168,325	1,110,616	$24,366,914
MOS	Mosaic Co	−167,677	22,631	$479,550
KHC	Kraft Heinz Co	−160,123	2,101,291	$49,632,493
ABT	Abbott Laboratories	−156,283	253,513	$23,003,768
CVX	Chevron Corp	−154,495	651,730	$108,030,764
TROW	Price T Rowe Group Inc	−151,283	632,475	$71,906,082
MTB	M&T Bank Corp	−149,674	29,026	$6,908,477
KIM	Kimco Realty Corp	−149,040	74,247	$1,882,161
DOV	DOVER Corp	−130,641	27,136	$6,086,061
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	98,365	$94,922,225
LIN	Linde PLC	142,941	$74,177,801
MDT	Medtronic plc	808,757	$63,269,059
ETN	Eaton Corp plc	132,128	$56,302,383
ACN	Accenture plc	322,617	$40,146,458
TT	Trane Technologies plc	75,718	$37,189,652
RCL	Royal Caribbean Cruises Ltd	116,297	$36,927,785
LYB	LyondellBasell Industries N.V.	618,389	$32,558,180
JCI	Johnson Controls International plc	158,769	$23,197,738
CB	Chubb Ltd	59,917	$20,416,117
NXPI	NXP Semiconductors N.V.	60,934	$17,124,281
CRH	Crh Public Ltd Co	156,381	$16,732,767
AON	Aon plc	46,994	$15,587,439
FTI	TechnipFMC plc	226,008	$14,984,330
IVZ	Invesco Ltd.	562,440	$14,842,791
SPOT	Spotify Technology S.A.	29,221	$13,416,236
CRDO	Credo Technology Group Holding Ltd	46,750	$12,713,662
HONA	Honeywell Aerospace Inc.	56,653	$12,508,982
SW	Smurfit Westrock plc	259,037	$11,983,051
GRMN	Garmin Ltd	44,922	$10,670,771
SPCX	Space Exploration Technologies Corp	58,113	$9,929,187
TEL	TE Connectivity plc	48,113	$9,700,061
LMT	Lockheed Martin Corp	18,290	$9,318,023
FLEX	Flex Ltd.	51,234	$8,303,494
RPRX	Royalty Pharma plc	136,283	$7,641,386
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HYMC	Hycroft Mining Holding Corp	755,394	$26,589,868
HTO	H2o America	75,670	$4,439,558
HOLX	HOLOGIC INC	54,764	$4,139,610
CTRA	Coterra Energy Inc.	88,890	$3,123,594
NIO	NIO Inc.	370,570	$2,234,537
ZTO	ZTO Express (Cayman) Inc.	84,100	$2,116,797
ETOR	eToro Group Ltd.	35,701	$1,072,101
LLYVA	Liberty Live Holdings, Inc.	11,662	$1,068,705
MAN	ManpowerGroup Inc.	32,581	$959,836
CELC	Celcuity Inc.	7,617	$869,404
MIAX	Miami International Holdings, Inc.	15,287	$594,970
SEE	SEALED AIR CORP/DE	13,653	$574,108
INBX	Inhibrx Biosciences, Inc.	7,714	$518,612
MASI	Masimo Corp	2,812	$500,170
OUST	Ouster, Inc.	26,199	$481,275
SLDE	Slide Insurance Holdings, Inc.	26,152	$470,736
WLDN	Willdan Group, Inc.	6,099	$466,939
RCAT	Red Cat Holdings, Inc.	34,772	$455,165
KALV	KalVista Pharmaceuticals, Inc.	21,885	$440,545
AL	SUMISHO AIR LEASE CORP	6,666	$432,890
CWAN	Clearwater Analytics Holdings, Inc.	17,598	$416,192
HTFL	Heartflow, Inc.	16,012	$389,571
TMDX	TransMedics Group, Inc.	3,698	$367,618
CALX	Calix, Inc	7,472	$366,053
MBX	MBX Biosciences, Inc.	12,130	$362,080
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,627 tracked positions · $23,543,683,648 total · filing declares 2,147 positions · $24,149,117,309 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,627 positions by value · page 1 of 33

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	8,991,962	-636,828	$1,799,201,675	+7.1%	7.64%
AAPL	Apple Inc. Technology	Added	4,489,649	+214,379	$1,299,124,834	+19.7%	5.52%
MSFT	Microsoft Corp Technology	Added	2,904,434	+170,014	$1,083,411,970	+7.0%	4.60%
GOOGL	Alphabet Inc. Communication Services	Added	2,358,506	+19,854	$842,859,288	+25.3%	3.58%
AVGO	Broadcom Inc. Technology	Added	1,677,200	+370,734	$633,562,299	+56.7%	2.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,566,642	+159,814	$611,733,453	+22.0%	2.60%
META	Meta Platforms, Inc. Communication Services	Added	833,848	+55,136	$469,698,239	+5.4%	2.00%
LLY	ELI LILLY & Co Healthcare	Added	357,284	+18,865	$428,537,182	+37.7%	1.82%
TSLA	Tesla, Inc. Consumer Cyclical	Added	969,237	+39,902	$407,661,081	+18.0%	1.73%
LRCX	Lam Research Corp Technology	Reduced	769,346	-17,926	$333,380,701	+98.2%	1.42%
MU	Micron Technology Inc Technology	Reduced	273,075	-213,613	$315,207,741	+91.7%	1.34%
JNJ	Johnson & Johnson Healthcare	Reduced	1,192,228	-80,313	$302,790,144	−2.7%	1.29%
AMD	Advanced Micro Devices Inc Technology	Added	508,975	+45,348	$295,668,666	+213.5%	1.26%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,890,040	-195,152	$279,888,377	+3.8%	1.19%
VZ	Verizon Communications Inc Communication Services	Reduced	5,978,303	-372,543	$253,121,348	−20.6%	1.08%
V	Visa Inc. Financial Services	Reduced	653,472	-4,001	$224,199,707	+12.8%	0.95%
AMAT	Applied Materials Inc /De Technology	Reduced	288,215	-5,795	$208,379,445	+107.4%	0.89%
CSCO	Cisco Systems, Inc. Technology	Added	1,762,420	+76,049	$207,013,852	+58.2%	0.88%
CAT	Caterpillar Inc Industrials	Reduced	183,734	-7,249	$195,658,335	+44.6%	0.83%
GE	General Electric Co Industrials	Added	465,353	+100,491	$173,916,375	+68.0%	0.74%
KLAC	Kla Corp Technology	Added	574,006	+511,795	$173,183,349	+89.1%	0.74%
ABBV	AbbVie Inc. Healthcare	Added	680,811	+3,342	$171,319,279	+16.3%	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	512,674	-15,496	$167,813,580	+8.0%	0.71%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,305,364	-76,487	$167,739,274	+0.9%	0.71%
PFE	Pfizer Inc Healthcare	Reduced	6,943,719	-389,228	$167,204,752	−18.8%	0.71%
MS	Morgan Stanley Financial Services	Reduced	781,093	-23,639	$163,279,680	+23.3%	0.69%
TXN	Texas Instruments Inc Technology	Reduced	514,870	-69,809	$153,467,300	+35.2%	0.65%
GEV	GE Vernova Inc. Industrials	Added	119,778	+19,850	$140,722,380	+61.3%	0.60%
MA	Mastercard Inc Financial Services	Reduced	269,841	-57,950	$138,590,337	−15.4%	0.59%
UNH	Unitedhealth Group Inc Healthcare	Reduced	325,827	-44,349	$135,423,475	+35.2%	0.58%
WMT	Walmart Inc. Consumer Defensive	Added	1,191,419	+84,875	$134,940,115	−1.9%	0.57%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	141,125	+9,850	$132,018,202	+0.9%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Added	372,947	+13,861	$131,530,947	+11.4%	0.56%
OKE	Oneok Inc /New/ Energy	Reduced	1,482,667	-97,003	$128,903,068	−9.7%	0.55%
NFLX	Netflix Inc Communication Services	Added	1,715,842	+203,557	$122,511,118	−15.7%	0.52%
CME	Cme Group Inc. Financial Services	Reduced	537,743	-104,287	$118,749,786	−37.4%	0.50%
IBM	International Business Machines Corp Technology	Reduced	416,972	-39,838	$117,256,695	+5.9%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	767,996	-29,864	$112,618,933	−2.3%	0.48%
UPS	United Parcel Service Inc Industrials	Reduced	1,029,780	-45,715	$110,701,350	+4.6%	0.47%
KO	Coca Cola Co Consumer Defensive	Added	1,353,013	+42,782	$109,959,366	+10.4%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	219,362	+28,158	$109,766,551	+19.8%	0.47%
CVX	Chevron Corp Energy	Reduced	651,730	-154,495	$108,030,764	−35.2%	0.46%
XOM	ExxonMobil Holdings Corp Energy	Reduced	769,255	-86,556	$105,172,542	−27.6%	0.45%
PLTR	Palantir Technologies Inc. Technology	Added	891,083	+174,167	$103,962,653	−0.9%	0.44%
BX	Blackstone Inc. Financial Services	Reduced	870,269	-33,745	$102,404,552	−1.5%	0.43%
INTC	Intel Corp Technology	Reduced	730,604	-205,636	$102,014,236	+146.9%	0.43%
ADP	Automatic Data Processing Inc Technology	Added	442,093	+5,862	$99,006,726	+11.7%	0.42%
BLK	BlackRock, Inc. Financial Services	Reduced	101,317	-14,326	$97,422,374	−12.4%	0.41%
STX	Seagate Technology Holdings plc Technology	NEW	98,365	NEW	$94,922,225	NEW	0.40%
PANW	Palo Alto Networks Inc Technology	Reduced	270,330	-20,510	$92,187,936	+97.7%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.