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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
NVDA icon
1
NVIDIA
NVDA
$5.43T
$912M 6.73%
6,797,747
+2,697,120
+66% +$372M
MSFT icon
2
Microsoft
MSFT
$3.66T
$834M 6.16%
1,980,200
+796,373
+67% +$339M
AAPL icon
3
Apple
AAPL
$4.41T
$796M 5.87%
3,180,505
+919,289
+41% +$217M
EEM icon
4
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$509M 3.75%
12,168,266
+3,520,000
+41% +$156M
AMZN icon
5
Amazon
AMZN
$2.88T
$442M 3.26%
2,015,012
+631,253
+46% +$129M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.2T
$293M 2.16%
1,548,870
+611,597
+65% +$107M
TSLA icon
7
Tesla
TSLA
$1.29T
$292M 2.16%
724,187
+304,994
+73% +$98.1M
AVGO icon
8
Broadcom
AVGO
$1.98T
$289M 2.13%
1,245,526
+437,549
+54% +$80.9M
META icon
9
Meta Platforms (Facebook)
META
$1.47T
$287M 2.12%
490,330
+167,027
+52% +$98M
MO icon
10
Altria Group
MO
$107B
$243M 1.8%
4,655,033
+1,741,172
+60% +$92.8M
VZ icon
11
Verizon
VZ
$195B
$229M 1.69%
5,733,799
+3,895,024
+212% +$164M
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.19T
$207M 1.53%
1,088,541
+371,379
+52% +$65.5M
CME icon
13
CME Group
CME
$94.3B
$167M 1.23%
720,268
+621,072
+626% +$143M
LLY icon
14
Eli Lilly
LLY
$1.09T
$151M 1.12%
196,200
+54,173
+38% +$44.9M
PFE icon
15
Pfizer
PFE
$150B
$148M 1.09%
5,561,635
+4,246,633
+323% +$115M
ABBV icon
16
AbbVie
ABBV
$440B
$146M 1.08%
821,832
+404,776
+97% +$74.4M
JNJ icon
17
Johnson & Johnson
JNJ
$629B
$140M 1.03%
967,888
+466,777
+93% +$72.3M
UPS icon
18
United Parcel Service
UPS
$88.4B
$136M 1.01%
1,081,288
+789,254
+270% +$104M
IBM icon
19
IBM
IBM
$222B
$125M 0.92%
567,737
+147,652
+35% +$32.9M
HD icon
20
Home Depot
HD
$342B
$125M 0.92%
320,297
+113,932
+55% +$46.5M
BLK icon
21
Blackrock
BLK
$180B
$103M 0.76%
100,264
+44,339
+79% +$45M
JPM icon
22
JPMorgan Chase
JPM
$971B
$102M 0.76%
427,310
+98,002
+30% +$22.8M
BX icon
23
Blackstone
BX
$110B
$98.2M 0.72%
569,512
+219,197
+63% +$38.2M
CVX icon
24
Chevron
CVX
$386B
$94.5M 0.7%
652,693
+395,360
+154% +$60.5M
UNH icon
25
UnitedHealth
UNH
$364B
$87.9M 0.65%
173,931
-3,310
-2% -$1.88M
1
2 3 4 5

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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.