Position in MU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$164,422,673
+$92,305,561 QoQ
Shares Held
486,688
+92.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Swiss Life Asset Management Ltd holds $2,699,429,606 across 24 Semiconductors names. MU ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,628,790 | $1,679,260,975 | |
| 2 | AVGO |
Broadcom Inc.
|
1,306,466 | $404,364,291 | |
| 3 | MU |
Micron Technology Inc
This page
|
486,688 | $164,422,673 | |
| 4 | TXN |
Texas Instruments Inc
|
584,679 | $113,509,580 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
463,627 | $94,315,639 | |
| 6 | ADI |
Analog Devices Inc
|
215,314 | $68,499,995 | |
| 7 | QCOM |
Qualcomm Inc/De
|
339,404 | $43,708,446 | |
| 8 | INTC |
Intel Corp
|
936,240 | $41,316,270 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,422,673 | 486,688 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $72,117,112 | 252,679 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $27,022,681 | 161,503 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $13,094,818 | 106,246 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $8,610,276 | 99,094 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $6,885,213 | 81,811 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $4,923,735 | 47,476 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $7,330,823 | 55,735 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $5,014,332 | 42,534 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $13,468,614 | 157,823 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $6,155,761 | 90,486 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $5,957,078 | 94,392 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $5,460,166 | 90,490 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $3,854,557 | 77,122 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $4,521,574 | 90,251 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $5,284,933 | 95,603 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $8,274,409 | 106,232 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $10,127,081 | 108,718 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $11,890,782 | 167,523 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $11,885,557 | 139,863 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $11,723,902 | 132,909 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $10,092,163 | 134,240 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $3,791,973 | 80,749 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $4,160,188 | 80,749 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $3,334,096 | 79,270 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||