Swiss Life Asset Management Ltd — 13F Holdings & Portfolio

CIK 1637689 · latest 13F-HR filed 2026-05-14

Swiss Life Asset Management Ltd manages $20.42B in 13F-reported U.S. long-equity assets across 1,968 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.06%), AAPL (4.70%), MSFT (4.47%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 257 new positions, exited 132, added to 774, and trimmed 316.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$20.42B

Long-equity book

Holdings

1,968

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+257 / −132 / ↑774 / ↓316

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VERIZON COMMUNICATIONS INC$76.4M +31.5%
  • JOHNSON & JOHNSON$71.2M +30.5%
  • CHEVRON CORPORATION$60.0M +60.6%
  • NIKE INC$59.9M +443.8%
  • EXXON MOBIL CORP$55.7M +62.3%
Show all 774

Top Trims

  • MICROSOFT CORP-$225.7M -18.2%
  • TESLA INC-$45.2M -11.6%
  • BLACKSTONE INC-$30.5M -22.7%
  • UNITEDHEALTH GROUP INC-$26.0M -20.6%
  • SALESFORCE INC-$25.8M -39.3%
Show all 316

New Positions

  • GCI LIBERTY INC$42.2M
  • HYCROFT MINING HOLDING CORP$30.0M
  • HINGE HEALTH INC$17.3M
  • OIL DRI CORP AMER$17.0M
  • SUNBELT RENTALS HOLDINGS INC$10.7M
Show all 257

Exited Positions

  • ACCENTURE PLC IRELAND$90.0M
  • MEDTRONIC PLC$75.6M
  • LINDE PLC$55.1M
  • AMCOR PLC$38.4M
  • EATON CORP PLC$38.1M
Show all 132
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $1.44B 7.06% 8,783,126 SH
2 APPLE INC AAPL 037833100 $960.8M 4.70% 3,785,783 SH
3 MICROSOFT CORP MSFT 594918104 $912.9M 4.47% 2,466,259 SH
4 ALPHABET INC GOOGL 02079K305 $607.3M 2.97% 2,111,807 SH
5 ALPHABET INC GOOG 02079K107 $446.2M 2.18% 1,555,502 SH
6 AMAZON COM INC AMZN 023135106 $427.7M 2.09% 2,053,456 SH
7 META PLATFORMS INC META 30303M102 $404.1M 1.98% 706,392 SH
8 BROADCOM INC AVGO 11135F101 $355.6M 1.74% 1,149,036 SH
9 TESLA INC TSLA 88160R101 $313.1M 1.53% 842,199 SH
10 VERIZON COMMUNICATIONS INC VZ 92343V104 $307.2M 1.50% 6,118,587 SH
11 ELI LILLY & CO LLY 532457108 $286.1M 1.40% 311,104 SH
12 JOHNSON & JOHNSON JNJ 478160104 $273.0M 1.34% 1,133,136 SH
13 ALTRIA GROUP INC MO 02209S103 $267.4M 1.31% 4,052,253 SH
14 PFIZER INC PFE 717081103 $194.9M 0.95% 6,942,354 SH
15 VISA INC V 92826C839 $177.7M 0.87% 588,061 SH
16 CME GROUP INC CME 12572Q105 $171.4M 0.84% 628,711 SH
17 LAM RESEARCH CORP LRCX 512807306 $158.0M 0.77% 739,595 SH
18 CHEVRON CORPORATION CVX 166764100 $153.2M 0.75% 778,619 SH
19 MERCK & CO INC MRK 58933Y105 $151.4M 0.74% 1,258,860 SH
20 NVIDIA CORPORATION NVDA 67066G104 $147.5M 0.72% 845,664 SH
21 ONEOK INC NEW OKE 682680103 $141.1M 0.69% 1,560,574 SH
22 NETFLIX INC. NFLX 64110L106 $140.3M 0.69% 1,364,605 SH
23 EXXON MOBIL CORP XOM 30231G102 $135.8M 0.67% 800,666 SH
24 MASTERCARD INCORPORATED MA 57636Q104 $132.5M 0.65% 296,764 SH
25 ABBVIE INC ABBV 00287Y109 $129.5M 0.63% 595,569 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $127.8M 0.63% 434,349 SH
27 APPLE INC AAPL 037833100 $124.2M 0.61% 489,487 SH
28 MORGAN STANLEY MS 617446448 $123.5M 0.60% 750,334 SH
29 CATERPILLAR INC CAT 149123101 $119.3M 0.58% 168,347 SH
30 WALMART INC WMT 931142103 $117.2M 0.57% 943,264 SH
31 CISCO SYS INC CSCO 17275R102 $114.6M 0.56% 1,476,495 SH
32 TEXAS INSTRS INC TXN 882508104 $107.1M 0.52% 551,632 SH
33 PROCTER & GAMBLE CO PG 742718109 $106.9M 0.52% 682,326 SH
34 BLACKROCK INC BLK 09290D101 $103.4M 0.51% 107,544 SH
35 BLACKSTONE INC BX 09260D107 $103.3M 0.51% 898,220 SH
36 UNITED PARCEL SVCS INC UPS 911312106 $102.4M 0.50% 1,040,856 SH
37 HOME DEPOT INC HD 437076102 $102.3M 0.50% 310,973 SH
38 MICROSOFT CORP MSFT 594918104 $99.3M 0.49% 268,161 SH
39 COSTCO WHOLESALE CORPORATION COST 22160K105 $94.7M 0.46% 114,170 SH
40 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $94.6M 0.46% 646,670 SH
41 GE AEROSPACE GE 369604301 $93.8M 0.46% 330,705 SH
42 INTERNATIONAL BUSINESS MACHS IBM 459200101 $91.5M 0.45% 378,461 SH
43 UNITEDHEALTH GROUP INC UNH 91324P102 $90.9M 0.44% 335,777 SH
44 APPLIED MATLS INC AMAT 038222105 $89.4M 0.44% 261,454 SH
45 MICRON TECHNOLOGY INC MU 595112103 $86.5M 0.42% 446,442 SH
46 COCA COLA CO KO 191216100 $86.4M 0.42% 1,136,385 SH
47 PAYCHEX INC PAYX 704326107 $85.9M 0.42% 932,009 SH
48 KLA CORP KLAC 482480100 $84.0M 0.41% 57,026 SH
49 AUTOMATIC DATA PROCESSING IN ADP 053015103 $83.6M 0.41% 411,442 SH
50 ADVANCED MICRO DEVICES INC AMD 007903107 $82.5M 0.40% 405,402 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $20.42B 1,968 0001172661-26-001895
2025-12-31 2026-02-04 $19.62B 1,877 0001172661-26-000461
2015-03-31 2025-12-29 $2.48B 273 0001172661-25-005308