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Swiss Life Asset Management Ltd — 13F Holdings & Portfolio

CIK 1637689 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Swiss Life Asset Management Ltd manages $24.15B in 13F-reported U.S. long-equity assets across 2,147 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.76%), AAPL (4.79%), MSFT (4.04%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 262 new positions and exited 127; 885 existing positions rose in reported value and 354 fell.

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.

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AUM
$24.15B

Long-equity book

Holdings
2,147

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+262 / −127 / ↑885 / ↓354

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA7.5% · -7%AAPL5.4% · +5%MSFT4.5% · +6%GOOGL3.5% · +1%AVGO2.6% · +28%AMZN2.5% · +7%GOOG2.5% · -2%META1.9% · +7%LLY1.8% · +6%TSLA1.7% · +4%LRCX1.4% · -2%MU1.3% · -44%JNJ1.3% · -6%AMD1.2% · +10%MO1.2% · -5%VZ1.0% · -6%V0.9% · -1%AMAT0.9% · -2%CSCO0.9% · +4%CAT0.8% · -4%GE0.7% · +28%KLAC0.7% · +823%ABBV0.7% · +0%JPM0.7% · -3%MRK0.7% · -6%PFE0.7% · -5%MS0.7% · -3%TXN0.6% · -12%GEV0.6% · +20%MA0.6% · -18%UNH0.6% · -12%WMT0.6% · +8%COST0.5% · +8%HD0.5% · +4%OKE0.5% · -6%NFLX0.5% · +14%CME0.5% · -16%IBM0.5% · -9%PG0.5% · -4%UPS0.5% · -4%KO0.5% · +3%BRK.B0.5% · +15%CVX0.4% · -19%XOM0.4% · -10%PLTR0.4% · +24%BX0.4% · -4%INTC0.4% · -22%ADP0.4% · +1%BLK0.4% · -12%STX0.4% · newPANW0.4% · -7%ADI0.4% · +2%PAYX0.4% · -9%WDC0.3% · +45%APH0.3% · -6%GLW0.3% · -0%BMY0.3% · +18%D0.3% · -3%ORCL0.3% · +4%PCAR0.3% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 885 →

Top Trims

Show all 354 →

New Positions

Show all 262 →

Exited Positions

Show all 127 →

Swiss Life Asset Management Ltd Holdings (2026-06-30)

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 $1.63B 6.76% 8,157,918 SH
2 APPLE INC AAPL 037833100 $1.16B 4.79% 3,999,525 SH
3 MICROSOFT CORP MSFT 594918104 $974.9M 4.04% 2,613,564 SH
4 ALPHABET INC GOOGL 02079K305 $761.2M 3.15% 2,130,055 SH
5 BROADCOM INC AVGO 11135F101 $569.2M 2.36% 1,506,837 SH
6 ALPHABET INC GOOG 02079K107 $538.5M 2.23% 1,524,113 SH
7 AMAZON COM INC AMZN 023135106 $525.4M 2.18% 2,204,494 SH
8 META PLATFORMS INC META 30303M102 $428.2M 1.77% 760,265 SH
9 ELI LILLY & CO LLY 532457108 $395.8M 1.64% 330,030 SH
10 TESLA INC TSLA 88160R101 $366.2M 1.52% 870,714 SH
11 LAM RESEARCH CORP LRCX 512807306 $307.6M 1.27% 709,865 SH
12 ALTRIA GROUP INC MO 02209S103 $277.4M 1.15% 3,855,795 SH
13 MICRON TECHNOLOGY INC MU 595112103 $273.9M 1.13% 237,268 SH
14 JOHNSON & JOHNSON JNJ 478160104 $273.5M 1.13% 1,077,073 SH
15 ADVANCED MICRO DEVICES INC AMD 007903107 $262.5M 1.09% 451,936 SH
16 VERIZON COMMUNICATIONS INC VZ 92343V104 $242.1M 1.00% 5,719,052 SH
17 VISA INC V 92826C839 $197.5M 0.82% 575,718 SH
18 CISCO SYS INC CSCO 17275R102 $186.3M 0.77% 1,585,938 SH
19 APPLIED MATLS INC AMAT 038222105 $186.2M 0.77% 257,569 SH
20 CATERPILLAR INC CAT 149123101 $172.1M 0.71% 161,592 SH
21 NVIDIA CORPORATION NVDA 67066G104 $166.9M 0.69% 834,044 SH
22 GE AEROSPACE GE 369604301 $158.1M 0.65% 423,108 SH
23 PFIZER INC PFE 717081103 $158.0M 0.65% 6,560,811 SH
24 KLA CORP KLAC 482480100 $157.8M 0.65% 522,870 SH
25 ABBVIE INC ABBV 00287Y109 $153.0M 0.63% 608,047 SH
26 MORGAN STANLEY MS 617446448 $151.8M 0.63% 726,312 SH
27 MERCK & CO INC MRK 58933Y105 $150.0M 0.62% 1,167,504 SH
28 TEXAS INSTRS INC TXN 882508104 $143.1M 0.59% 480,220 SH
29 APPLE INC AAPL 037833100 $141.8M 0.59% 490,124 SH
30 JPMORGAN CHASE & CO JPM 46625H100 $136.8M 0.57% 417,998 SH
31 GE VERNOVA INC GEV 36828A101 $130.5M 0.54% 111,074 SH
32 ONEOK INC NEW OKE 682680103 $128.9M 0.53% 1,482,667 SH
33 MASTERCARD INCORPORATED MA 57636Q104 $123.3M 0.51% 240,044 SH
34 UNITEDHEALTH GROUP INC UNH 91324P102 $122.2M 0.51% 294,005 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $117.0M 0.48% 125,087 SH
36 CME GROUP INC CME 12572Q105 $115.5M 0.48% 522,863 SH
37 HOME DEPOT INC HD 437076102 $111.4M 0.46% 315,924 SH
38 WALMART INC WMT 931142103 $111.1M 0.46% 981,176 SH
39 UNITED PARCEL SVCS INC UPS 911312106 $109.3M 0.45% 1,016,386 SH
40 MICROSOFT CORP MSFT 594918104 $108.5M 0.45% 290,870 SH
41 INTERNATIONAL BUSINESS MACHS IBM 459200101 $107.2M 0.44% 381,060 SH
42 NETFLIX INC. NFLX 64110L106 $106.9M 0.44% 1,496,823 SH
43 CHEVRON CORPORATION CVX 166764100 $103.0M 0.43% 621,298 SH
44 BLACKSTONE INC BX 09260D107 $101.6M 0.42% 863,526 SH
45 EXXON MOBIL CORP XOM 30231G102 $96.8M 0.40% 708,326 SH
46 PROCTER & GAMBLE CO PG 742718109 $96.6M 0.40% 658,433 SH
47 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $96.2M 0.40% 824,238 SH
48 COCA COLA CO KO 191216100 $93.5M 0.39% 1,150,660 SH
49 PALO ALTO NETWORKS INC PANW 697435105 $90.9M 0.38% 266,558 SH
50 BLACKROCK INC BLK 09290D101 $89.7M 0.37% 93,261 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $24.15B 2,147 0001172661-26-002910
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
Filer Information
Address
GENERAL GUISAN-QUAI 40
ZURICH 8002
Phone
0042432845424
Filing Manager
Swiss Life Asset Management Ltd
Zurich, V8
Signatory
Philipp Menzi
Head Operations CH