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Swiss Life Asset Management Portfolio holdings

AUM $24.1B
1-Year Est. Return 38.82%
This Fund
S&P 500
This Quarter Est. Return
+3.35%
1 Year Est. Return
+38.82%
3 Year Est. Return
+124.09%
5 Year Est. Return
+155.46%
10 Year Est. Return
+520.2%
AUM
$13.6B
AUM Growth
+$4.76B
Cap. Flow
+$4.7B
Cap. Flow %
34.64%
Top 10 Hldgs %
36.14%
Holding
716
New
88
Increased
508
Reduced
110
Closed
10

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$372M
2
MSFT icon
Microsoft
MSFT
+$339M
3
AAPL icon
Apple
AAPL
+$217M
4
VZ icon
Verizon
VZ
+$164M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$156M

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$59.5M
2
COST icon
Costco
COST
+$40.1M
3
T icon
AT&T
T
+$36.2M
4
SO icon
Southern Company
SO
+$24.3M
5
AFL icon
Aflac
AFL
+$23M

Sector Composition

Rank Sector Weight
1 Technology 33.68%
2 Financials 11.89%
3 Consumer Discretionary 10.48%
4 Healthcare 10.03%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVGO icon
551
EVgo
EVGO
$506M
$1.31M 0.01%
324,120
+1,613
+0.5% +$10.3K
TU icon
552
Telus
TU
$15B
$1.31M 0.01%
+96,795
New +$1.49M
MANH icon
553
Manhattan Associates
MANH
$11.4B
$1.3M 0.01%
4,828
+3,085
+177% +$879K
HOOD icon
554
Robinhood
HOOD
$88.5B
$1.28M 0.01%
34,523
+15,679
+83% +$506K
P
555
Everpure Inc
P
$39.1B
$1.28M 0.01%
20,799
+13,634
+190% +$759K
KNX icon
556
Knight Transportation
KNX
$11.9B
$1.25M 0.01%
23,624
+19,279
+444% +$1.05M
HEI icon
557
HEICO Corp
HEI
$51.2B
$1.24M 0.01%
+5,224
New +$1.35M
GGG icon
558
Graco
GGG
$13.1B
$1.23M 0.01%
14,639
+11,710
+400% +$1.02M
FWONK icon
559
Liberty Media Series C
FWONK
$26B
$1.23M 0.01%
13,267
+7,502
+130% +$637K
HSY icon
560
Hershey
HSY
$37.3B
$1.22M 0.01%
7,202
-3,532
-33% -$633K
LNT icon
561
Alliant Energy
LNT
$18.3B
$1.22M 0.01%
20,597
+10,864
+112% +$657K
SEIC icon
562
SEI Investments
SEIC
$12.6B
$1.21M 0.01%
14,736
+5,828
+65% +$457K
CPAY icon
563
Corpay
CPAY
$27.1B
$1.21M 0.01%
3,585
+1,739
+94% +$611K
SJM icon
564
J.M. Smucker
SJM
$12.9B
$1.21M 0.01%
+11,009
New +$1.27M
HST icon
565
Host Hotels & Resorts
HST
$15.6B
$1.21M 0.01%
69,101
+55,810
+420% +$1M
QSR icon
566
Restaurant Brands International
QSR
$26.7B
$1.21M 0.01%
+18,534
New +$1.29M
MAS icon
567
Masco
MAS
$14.8B
$1.19M 0.01%
+16,429
New +$1.31M
EQT icon
568
EQT Corp
EQT
$33.8B
$1.19M 0.01%
25,846
+19,341
+297% +$798K
PINS icon
569
Pinterest
PINS
$12.9B
$1.17M 0.01%
40,257
+30,696
+321% +$965K
CTRA
570
DELISTED
Coterra Energy
CTRA
$1.13M 0.01%
+44,469
New +$1.11M
TER icon
571
Teradyne
TER
$65.4B
$1.1M 0.01%
8,725
+5,767
+195% +$682K
ALLY icon
572
Ally Financial
ALLY
$13.5B
$1.09M 0.01%
30,402
+20,837
+218% +$757K
BRO icon
573
Brown & Brown
BRO
$23.6B
$1.09M 0.01%
10,726
+5,586
+109% +$596K
DKNG icon
574
DraftKings
DKNG
$12.6B
$1.09M 0.01%
29,411
+17,504
+147% +$695K
EL icon
575
Estee Lauder
EL
$31.7B
$1.09M 0.01%
14,537
+4,902
+51% +$387K
21 22
23
24 25

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Swiss Life Asset Management's Q4 2024 Portfolio in Review

As of Q4 2024, Swiss Life Asset Management held 716 positions worth $13.6B, up 54% from $8.8B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Swiss Life Asset Management deployed $4.7B of net new capital in Q4 2024, opening 88 new positions and adding to 508 existing holdings. Its largest new stake was Honeywell: 26,295 shares worth $5.59M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was 3M, an estimated $59.5M trimmed.

  • Swiss Life Asset Management's largest Q4 2024 buy was Honeywell: 26,295 shares worth $5.59M.
  • Swiss Life Asset Management added most to NVIDIA in Q4 2024, an estimated $372M increase.
  • Swiss Life Asset Management's biggest Q4 2024 reduction was 3M, cutting an estimated $59.5M.
  • Swiss Life Asset Management fully exited Whirlpool in Q4 2024, selling an estimated $11.9M.
  • Swiss Life Asset Management's ten largest holdings make up 36% of its $13.6B portfolio in Q4 2024.
  • Swiss Life Asset Management opened 88 new positions and closed 10 in Q4 2024.
  • Swiss Life Asset Management's portfolio value rose 54% quarter-over-quarter to $13.6B.

Based on Swiss Life Asset Management's 13F filing for Q4 2024, filed 9 Dec 2025.