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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
EQIX icon
176
Equinix
EQIX
$105B
$11.3M 0.08%
11,991
+6,974
+139% +$6.42M
PNR icon
177
Pentair
PNR
$10.5B
$11.3M 0.08%
112,225
+5,210
+5% +$534K
DFS
178
DELISTED
Discover Financial Services
DFS
$11.3M 0.08%
65,059
-459
-0.7% -$75.3K
DECK icon
179
Deckers Outdoor
DECK
$12.4B
$11.2M 0.08%
55,274
-282
-0.5% -$51K
IDXX icon
180
Idexx Laboratories
IDXX
$45B
$11.1M 0.08%
26,891
+6,476
+32% +$2.84M
WELL icon
181
Welltower
WELL
$166B
$11.1M 0.08%
87,856
+57,782
+192% +$7.58M
CBRE icon
182
CBRE Group
CBRE
$42.7B
$11M 0.08%
84,137
+16,575
+25% +$2.17M
AMCR icon
183
Amcor
AMCR
$21.5B
$11M 0.08%
233,518
-229,598
-50% -$12M
LNG icon
184
Cheniere Energy
LNG
$55.4B
$10.9M 0.08%
50,978
-398
-0.8% -$80.8K
CLX icon
185
Clorox
CLX
$12.8B
$10.9M 0.08%
66,980
+7,598
+13% +$1.24M
IT icon
186
Gartner
IT
$11.3B
$10.9M 0.08%
22,435
+11,989
+115% +$6.18M
ICE icon
187
Intercontinental Exchange
ICE
$85B
$10.6M 0.08%
71,226
+51,510
+261% +$8.16M
ITRI icon
188
Itron
ITRI
$4.49B
$10.6M 0.08%
97,477
+2,079
+2% +$232K
CL icon
189
Colgate-Palmolive
CL
$73.6B
$10.5M 0.08%
115,571
+16,339
+16% +$1.56M
VRTX icon
190
Vertex Pharmaceuticals
VRTX
$133B
$10.3M 0.08%
25,666
-1,847
-7% -$856K
SLB icon
191
SLB Ltd
SLB
$78.1B
$10.2M 0.08%
267,227
-31,544
-11% -$1.32M
MRVL icon
192
Marvell Technology
MRVL
$195B
$10.2M 0.08%
92,287
+52,882
+134% +$4.91M
SHOP icon
193
Shopify
SHOP
$194B
$10.2M 0.07%
95,577
+83,541
+694% +$8.13M
GDDY icon
194
GoDaddy
GDDY
$11.6B
$10.1M 0.07%
51,121
+6,116
+14% +$1.12M
EW icon
195
Edwards Lifesciences
EW
$53.6B
$10.1M 0.07%
135,936
+45,576
+50% +$3.19M
BMI icon
196
Badger Meter
BMI
$3.91B
$10M 0.07%
47,245
+6,159
+15% +$1.34M
SYK icon
197
Stryker
SYK
$133B
$9.99M 0.07%
27,790
+3,342
+14% +$1.24M
ELV icon
198
Elevance Health
ELV
$86.6B
$9.96M 0.07%
27,044
-2,164
-7% -$906K
HPE icon
199
Hewlett Packard
HPE
$77.8B
$9.91M 0.07%
464,226
+349,643
+305% +$7.38M
BSX icon
200
Boston Scientific
BSX
$74.5B
$9.74M 0.07%
109,232
+60,846
+126% +$5.36M
6 7
8
9 10

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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.