Swiss Life Asset Management Ltd

•CIK: 1637689•Filing: Q4 2025

Swiss Life Asset Management Ltd, with $19.6B in AUM, is led by a team known for a growth-oriented strategy, focusing heavily on tech giants like NVDA, MSFT, and AAPL. Recently, the fund has made notable moves by adding OMC and FIX with significant weight increases, while exiting positions in IPG and KEL, reflecting a dynamic adjustment to market conditions.

Total AUM

$19.6B

QoQ Performance

+2.1%

Positions

1,378

Top 10 Concentration

42.2%

Latest Filing

Q4 2025

Top Holdings Allocation

NVDA

MSFT

AAPL

NVDA8.0%

MSFT6.3%

AAPL5.4%

GOOGL3.4%

AMZN2.6%

GOOG2.6%

META2.4%

AVGO2.1%

📈 Biggest Buys

NFLX

NETFLIX INC

+903.5%

0.6% of portfolio

OKE

ONEOK INC NEW

+219.5%

0.6% of portfolio

ADP

AUTOMATIC DATA PROCESSING IN

+90.4%

0.5% of portfolio

NOW

SERVICENOW INC

+340.4%

0.3% of portfolio

REGIONS FINANCIAL CORP NEW

+244.4%

0.3% of portfolio

📉 Biggest Sells

AVGO

BROADCOM INC

-18.3%

2.1% of portfolio

4I1

PHILIP MORRIS INTL INC

-61.4%

0.2% of portfolio

ABBV

ABBVIE INC

-27.9%

0.7% of portfolio

CME

CME GROUP INC

-25.6%

0.7% of portfolio

TFC

TRUIST FINL CORP

-68.2%

0.1% of portfolio

Sector Breakdown

Technology41.1%

Other25.0%

Healthcare8.9%

Consumer8.7%

Financial7.2%

Industrial3.0%

Consumer Staples2.5%

Communication1.3%

🚪 Exited Positionssold since Q3 2025

PG4

PRINCIPAL FINANCIAL GROUP IN

SOLD

$49.3M

FORD MTR CO

SOLD

$37.8M

IPG

INTERPUBLIC GROUP COS INC

SOLD

$28.8M

AEP

AMERICAN ELEC PWR CO INC

SOLD

$27.4M

URI

UNITED RENTALS INC

SOLD

$23.4M

+987 more exited positions

Changes from Q3 2025

↑126 increased

↓74 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015