Swiss Life Asset Management Ltd

CIK

1637689

Location

Zurich, V8

Portfolio Value

Large $19,856,930,271

Diversification

Diversified

Filing Date

Global Rank

#271 / 8,603 ▲ 14 · as of Mar 2026

Top Industry

Semiconductors 13.6%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.0%

SPY

+76.5%

Annualised alpha

-2.0%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,490 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

+0.2 pts

Top 5

24.9%

−1.7 pts

Top 10

34.1%

−2.3 pts

HHI

189

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$6,752,563,753	235
Financial Services	12.5%	$2,476,668,427	213
Healthcare	10.5%	$2,087,375,125	183
Communication Services	9.4%	$1,869,528,151	54
Consumer Cyclical	9.0%	$1,778,698,500	180
Industrials	8.6%	$1,704,813,082	231
Consumer Defensive	6.2%	$1,233,859,084	63
Energy	3.2%	$632,875,842	77
Utilities	2.6%	$513,738,372	57
Basic Materials	2.5%	$488,890,060	86
Real Estate	1.3%	$267,720,005	108
Unclassified	0.3%	$50,199,870	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,218,649	9,628,790	$1,679,260,975
NKE	NIKE, Inc.	+729,801	941,512	$49,730,663
WDAY	Workday, Inc.	+588,160	627,813	$81,565,464
PFE	Pfizer Inc	+491,766	7,332,947	$205,909,151
AAPL	Apple Inc.	+406,014	4,275,270	$1,085,020,772
VZ	Verizon Communications Inc	+398,855	6,350,846	$318,812,468
NWSA	News Corp	+274,346	304,891	$7,600,931
MU	Micron Technology Inc	+234,009	486,688	$164,422,673
DOCS	Doximity, Inc.	+233,244	443,073	$10,323,600
SCHW	Schwab Charles Corp	+215,983	623,162	$58,564,764
AMZN	Amazon Com Inc	+215,055	2,406,828	$501,270,067
TOST	Toast, Inc.	+208,353	259,344	$6,875,209
BBY	Best Buy Co Inc	+204,695	630,878	$40,502,367
GOOGL	Alphabet Inc.	+180,734	2,338,652	$672,502,768
T	At&T Inc.	+177,723	1,633,951	$47,368,239
MSFT	Microsoft Corp	+174,778	2,734,420	$1,012,200,251
MOS	Mosaic Co	+172,954	190,308	$4,852,853
USB	US Bancorp De	+170,344	1,142,193	$59,405,457
NFLX	Netflix Inc	+169,956	1,512,285	$145,406,202
MTB	M&T Bank Corp	+167,376	178,700	$36,940,863
MRK	Merck & Co., Inc.	+163,951	1,381,851	$166,222,856
FAST	Fastenal Co	+160,051	1,652,045	$76,654,887
CVX	Chevron Corp	+157,093	806,225	$166,807,952
JNJ	Johnson & Johnson	+143,040	1,272,541	$311,059,921
AVGO	Broadcom Inc.	+140,525	1,306,466	$404,364,291
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INVH	Invitation Homes Inc.	−193,924	89,172	$2,215,923
GIS	General Mills Inc	−142,790	174,041	$6,477,805
CCL	Carnival Corp Ltd.	−132,974	127,516	$3,300,113
EVGO	EVgo Inc.	−126,584	217,852	$374,705
SU	Suncor Energy Inc	−101,583	128,581	$8,500,489
HAL	Halliburton Co	−100,687	273,262	$10,654,485
SOFI	SoFi Technologies, Inc.	−87,610	114,723	$1,821,801
NDAQ	Nasdaq, Inc.	−71,435	91,402	$7,759,115
WTRG	Essential Utilities, Inc.	−69,356	25,261	$1,017,260
IFF	International Flavors & Fragrances Inc	−68,336	80,041	$5,806,973
KR	Kroger Co	−66,089	114,416	$8,279,141
SLF	Sun Life Financial Inc	−64,829	107,198	$6,706,306
OTEX	Open Text Corp	−64,578	71,803	$1,596,898
EOG	Eog Resources Inc	−59,653	55,077	$7,962,481
KVUE	Kenvue Inc.	−58,523	377,376	$6,505,962
DECK	Deckers Outdoor Corp	−57,764	70,553	$7,061,648
NLY	Annaly Capital Management Inc	−56,877	158,914	$3,361,030
VIPS	Vipshop Holdings Ltd	−56,045	61,670	$969,452
TRP	Tc Energy Corp	−52,051	90,879	$5,689,025
PCG	PG&E Corp	−49,617	258,462	$4,541,177
HOOD	Robinhood Markets, Inc.	−47,152	225,452	$15,623,823
PEG	Public Service Enterprise Group Inc	−47,021	99,994	$8,094,514
DEI	Douglas Emmett Inc	−46,042	12,362	$116,450
HIW	Highwoods Properties, Inc.	−46,024	32,898	$704,345
WRB	Berkley W R Corp	−45,265	61,207	$4,056,799
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HYMC	Hycroft Mining Holding Corp	755,394	$26,589,868
SUNB	Sunbelt Rentals Holdings, Inc.	170,751	$11,114,182
AMCR	Amcor plc	172,507	$6,857,153
ODC	Oil-Dri Corp of America	87,516	$5,696,416
HNGE	Hinge Health, Inc.	87,980	$3,392,508
TTAN	ServiceTitan, Inc.	41,560	$2,637,397
NIO	NIO Inc.	370,570	$2,234,537
PNFP	Pinnacle Financial Partners, Inc.	24,777	$2,134,290
ZTO	ZTO Express (Cayman) Inc.	84,100	$2,116,797
AXTI	Axt Inc	25,486	$1,452,192
ETOR	eToro Group Ltd.	35,701	$1,072,101
LLYVA	Liberty Live Holdings, Inc.	11,662	$1,068,705
BCE	Bce Inc	42,299	$1,067,626
MAN	ManpowerGroup Inc.	32,581	$959,836
CELC	Celcuity Inc.	7,617	$869,404
VSNT	Versant Media Group, Inc.	19,337	$715,855
ACT	Enact Holdings, Inc.	16,830	$686,832
MIAX	Miami International Holdings, Inc.	15,287	$594,970
INDV	Indivior Pharmaceuticals, Inc.	19,034	$580,156
MGY	Magnolia Oil & Gas Corp	17,944	$566,492
TEX	Terex Corp	9,478	$560,149
SON	Sonoco Products Co	10,156	$549,338
INBX	Inhibrx Biosciences, Inc.	7,714	$518,612
PLXS	Plexus Corp	2,535	$513,438
AVT	Avnet Inc	8,031	$494,870
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	335,314	$89,964,745
MDT	Medtronic plc	786,755	$75,575,684
LIN	Linde PLC	129,110	$55,051,212
ETN	Eaton Corp plc	119,646	$38,108,446
LYB	LyondellBasell Industries N.V.	647,205	$28,023,976
TT	Trane Technologies plc	66,955	$26,058,885
STX	Seagate Technology Holdings plc	86,735	$23,885,951
RCL	Royal Caribbean Cruises Ltd	71,448	$19,928,275
CRH	Crh Public Ltd Co	132,763	$16,568,822
JCI	Johnson Controls International plc	128,876	$15,432,900
IVZ	Invesco Ltd.	584,622	$15,358,019
TEL	TE Connectivity plc	66,696	$15,174,006
CB	Chubb Ltd	48,098	$15,012,346
SPOT	Spotify Technology S.A.	25,070	$14,558,399
PRGS	Progress Software Corp /Ma	268,016	$11,513,966
NXPI	NXP Semiconductors N.V.	51,767	$11,236,544
ALLE	Allegion plc	64,284	$10,235,298
SW	Smurfit Westrock plc	255,515	$9,880,764
PNR	PENTAIR plc	85,786	$8,933,753
FLEX	Flex Ltd.	144,079	$8,705,252
AON	Aon plc	24,203	$8,540,753
GRMN	Garmin Ltd	40,551	$8,225,769
NU	Nu Holdings Ltd.	396,988	$6,645,579
STE	STERIS plc	25,679	$6,510,139
WTW	Willis Towers Watson PLC	17,416	$5,722,897
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,490 positions · $19,856,930,271 total · as of Mar 31, 2026

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

Showing 1–50 of 1,490 positions by value · page 1 of 30

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	9,628,790	+1,218,649	$1,679,260,975	+7.1%	8.46%
AAPL	Apple Inc. Technology	Added	4,275,270	+406,014	$1,085,020,772	+3.1%	5.46%
MSFT	Microsoft Corp Technology	Added	2,734,420	+174,778	$1,012,200,251	−18.2%	5.10%
GOOGL	Alphabet Inc. Communication Services	Added	2,338,652	+180,734	$672,502,768	−0.4%	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,406,828	+215,055	$501,270,067	−0.9%	2.52%
META	Meta Platforms, Inc. Communication Services	Added	778,712	+72,410	$445,524,495	−4.4%	2.24%
AVGO	Broadcom Inc. Technology	Added	1,306,466	+140,525	$404,364,291	+0.2%	2.04%
TSLA	Tesla, Inc. Consumer Cyclical	Added	929,335	+60,586	$345,480,286	−11.6%	1.74%
VZ	Verizon Communications Inc Communication Services	Added	6,350,846	+398,855	$318,812,468	+31.5%	1.61%
LLY	ELI LILLY & Co Healthcare	Added	338,419	+30,135	$311,267,643	−6.0%	1.57%
JNJ	Johnson & Johnson Healthcare	Added	1,272,541	+143,040	$311,059,921	+33.1%	1.57%
MO	Altria Group, Inc. Consumer Defensive	Added	4,085,192	+138,351	$269,581,819	+18.5%	1.36%
PFE	Pfizer Inc Healthcare	Added	7,332,947	+491,766	$205,909,151	+20.9%	1.04%
V	Visa Inc. Financial Services	Added	657,473	+67,711	$198,714,638	−3.9%	1.00%
CME	Cme Group Inc. Financial Services	Added	642,030	+104,247	$189,623,559	+29.1%	0.95%
LRCX	Lam Research Corp Technology	Added	787,272	+35,706	$168,208,534	+30.7%	0.85%
CVX	Chevron Corp Energy	Added	806,225	+157,093	$166,807,952	+68.6%	0.84%
MRK	Merck & Co., Inc. Healthcare	Added	1,381,851	+163,951	$166,222,856	+29.7%	0.84%
MU	Micron Technology Inc Technology	Added	486,688	+234,009	$164,422,673	+128.0%	0.83%
MA	Mastercard Inc Financial Services	Added	327,791	+85,935	$163,784,050	+18.6%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	528,170	+8,450	$155,366,486	−7.2%	0.78%
DD	DuPont de Nemours, Inc. Basic Materials	Added	1,113,255	+91,110	$152,961,236	+24.1%	0.77%
ABBV	AbbVie Inc. Healthcare	Added	677,469	+48,777	$147,342,732	+2.6%	0.74%
NFLX	Netflix Inc Communication Services	Added	1,512,285	+169,956	$145,406,202	+15.5%	0.73%
OKE	Oneok Inc /New/ Energy	Added	1,579,670	+57,266	$142,786,370	+27.6%	0.72%
WMT	Walmart Inc. Consumer Defensive	Added	1,106,544	+138,961	$137,521,287	+27.6%	0.69%
CAT	Caterpillar Inc Industrials	Added	190,983	+12,186	$135,303,815	+32.1%	0.68%
MS	Morgan Stanley Financial Services	Added	804,732	+40,149	$132,434,744	−2.4%	0.67%
CSCO	Cisco Systems, Inc. Technology	Added	1,686,371	+11,613	$130,845,525	+1.4%	0.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	131,275	+37,294	$130,806,348	+61.4%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Added	359,086	+25,296	$118,099,793	+2.8%	0.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	797,860	+92,035	$115,242,897	+13.9%	0.58%
TXN	Texas Instruments Inc Technology	Added	584,679	+29,480	$113,509,580	+17.8%	0.57%
BLK	BlackRock, Inc. Financial Services	Added	115,643	+7,457	$111,215,029	−4.0%	0.56%
IBM	International Business Machines Corp Technology	Added	456,810	+28,277	$110,726,175	−12.8%	0.56%
UPS	United Parcel Service Inc Industrials	Added	1,075,495	+44,164	$105,807,197	+3.4%	0.53%
PLTR	Palantir Technologies Inc. Technology	Added	716,916	+19,662	$104,870,471	−15.4%	0.53%
BX	Blackstone Inc. Financial Services	Added	904,014	+31,534	$103,952,569	−22.7%	0.52%
GE	General Electric Co Industrials	Added	364,862	+23,773	$103,536,888	−1.5%	0.52%
AMAT	Applied Materials Inc /De Technology	Added	294,010	+56,073	$100,489,677	+64.3%	0.51%
UNH	Unitedhealth Group Inc Healthcare	Reduced	370,176	-11,963	$100,165,923	−20.6%	0.50%
KO	Coca Cola Co Consumer Defensive	Added	1,310,231	+94,328	$99,643,067	+17.2%	0.50%
AMD	Advanced Micro Devices Inc Technology	Added	463,627	+27,406	$94,315,639	+1.0%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	191,204	+25,137	$91,624,956	+9.8%	0.46%
PAYX	Paychex Inc Technology	Added	975,247	+116,168	$89,839,753	−6.8%	0.45%
ADP	Automatic Data Processing Inc Technology	Added	436,231	+62,753	$88,633,414	−7.7%	0.45%
GEV	GE Vernova Inc. Industrials	Added	99,928	+6,271	$87,227,150	+42.5%	0.44%
WDAY	Workday, Inc. Technology	Added	627,813	+588,160	$81,565,464	+857.7%	0.41%
PCAR	Paccar Inc Industrials	Added	678,756	+40,068	$78,396,318	+12.1%	0.39%
AMGN	Amgen Inc Healthcare	Added	221,459	+23,333	$77,920,348	+20.2%	0.39%