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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
-2.32%
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
$13.8B
AUM Growth
+$203M
Cap. Flow
+$825M
Cap. Flow %
5.99%
Top 10 Hldgs %
31.46%
Holding
729
New
23
Increased
548
Reduced
127
Closed
23

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$87.4M
2
MSFT icon
Microsoft
MSFT
+$86.6M
3
AAPL icon
Apple
AAPL
+$40.4M
4
V icon
Visa
V
+$34.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$32M

Top Sells

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$309M
2
NI icon
NiSource
NI
+$6.06M
3
MCK icon
McKesson
MCK
+$5.73M
4
SOLV icon
Solventum
SOLV
+$5.66M
5
ANET icon
Arista Networks
ANET
+$5.55M

Sector Composition

Rank Sector Weight
1 Technology 31.61%
2 Financials 12.89%
3 Healthcare 11.59%
4 Consumer Discretionary 9.94%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FE icon
76
FirstEnergy
FE
$27.3B
$37.7M 0.27%
933,063
+6,033
+0.7% +$240K
AMD icon
77
Advanced Micro Devices
AMD
$815B
$36.7M 0.27%
357,544
+26,145
+8% +$2.91M
ADBE icon
78
Adobe
ADBE
$105B
$36M 0.26%
93,792
+24,481
+35% +$10.5M
PANW icon
79
Palo Alto Networks
PANW
$315B
$35.8M 0.26%
210,045
+14,107
+7% +$2.61M
PEP icon
80
PepsiCo
PEP
$192B
$35.6M 0.26%
237,648
+48,261
+25% +$7.18M
AXP icon
81
American Express
AXP
$232B
$33.3M 0.24%
123,835
+16,783
+16% +$4.96M
SPGI icon
82
S&P Global
SPGI
$123B
$32.9M 0.24%
64,830
+7,363
+13% +$3.76M
LIN icon
83
Linde
LIN
$222B
$32.7M 0.24%
70,165
+13,425
+24% +$6.04M
IPG
84
DELISTED
Interpublic Group of Companies
IPG
$32.6M 0.24%
1,201,187
+170,490
+17% +$4.68M
UBER icon
85
Uber
UBER
$155B
$32.3M 0.23%
443,444
-13,222
-3% -$953K
F icon
86
Ford
F
$56.4B
$31.4M 0.23%
3,132,835
+78,385
+3% +$766K
ES icon
87
Eversource Energy
ES
$27.2B
$30.2M 0.22%
486,191
-7,471
-2% -$446K
SPY icon
88
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$29.6M 0.22%
53,000
+7,000
+15% +$4.11M
LRCX icon
89
Lam Research
LRCX
$410B
$29.5M 0.21%
406,455
+7,303
+2% +$575K
KMB icon
90
Kimberly-Clark
KMB
$36.9B
$29.4M 0.21%
206,475
+11,517
+6% +$1.55M
CRWD icon
91
CrowdStrike
CRWD
$224B
$28.9M 0.21%
328,036
+11,412
+4% +$1.09M
T icon
92
AT&T
T
$171B
$27.5M 0.2%
972,503
+69,781
+8% +$1.75M
BAC icon
93
Bank of America
BAC
$451B
$27.2M 0.2%
650,928
+95,912
+17% +$4.27M
DIS icon
94
Walt Disney
DIS
$184B
$27M 0.2%
273,894
+57,412
+27% +$6.17M
TJX icon
95
TJX Companies
TJX
$168B
$26.6M 0.19%
218,077
+32,953
+18% +$4M
FISV
96
Fiserv Inc
FISV
$29.1B
$26M 0.19%
117,927
+44,597
+61% +$9.76M
GEV icon
97
GE Vernova
GEV
$281B
$26M 0.19%
85,088
+5,339
+7% +$1.86M
KHC icon
98
Kraft Heinz
KHC
$30.1B
$25.9M 0.19%
852,651
-13,877
-2% -$415K
PCAR icon
99
PACCAR
PCAR
$68.8B
$25.7M 0.19%
264,220
+11,248
+4% +$1.19M
GS icon
100
Goldman Sachs
GS
$301B
$25.7M 0.19%
46,961
+19,259
+70% +$11.6M
2 3
4
5 6

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Swiss Life Asset Management's Q1 2025 Portfolio in Review

As of Q1 2025, Swiss Life Asset Management held 729 positions worth $13.8B, up 1.5% from $13.6B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Swiss Life Asset Management deployed $825M of net new capital in Q1 2025, opening 23 new positions and adding to 548 existing holdings. Its largest new stake was Pinduoduo: 20,806 shares worth $2.46M.

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

On the sell side, the largest reduction was iShares MSCI Emerging Markets ETF, an estimated $309M trimmed.

  • Swiss Life Asset Management's largest Q1 2025 buy was Pinduoduo: 20,806 shares worth $2.46M.
  • Swiss Life Asset Management added most to NVIDIA in Q1 2025, an estimated $87.4M increase.
  • Swiss Life Asset Management's biggest Q1 2025 reduction was iShares MSCI Emerging Markets ETF, cutting an estimated $309M.
  • Swiss Life Asset Management fully exited Nextpower Inc in Q1 2025, selling an estimated $2.83M.
  • Swiss Life Asset Management's ten largest holdings make up 31% of its $13.8B portfolio in Q1 2025.
  • Swiss Life Asset Management opened 23 new positions and closed 23 in Q1 2025.
  • Swiss Life Asset Management's portfolio value rose 1.5% quarter-over-quarter to $13.8B.

Based on Swiss Life Asset Management's 13F filing for Q1 2025, filed 2 Dec 2025.