Swiss Life Asset Management Ltd
SEC Form 13F institutional filer · CIK 0001637689
13F-HR · 467 reported holdings · 2026-03-31
Swiss Life Asset Management Ltd is an asset manager.
Reported long-US-equity value
$19.05B
Top-10 concentration
36.0%
Swiss Life Asset Management Ltd — $19.1B AUM allocation strategy
Swiss Life Asset Management Ltd files SEC Form 13F and reports $19.1B of long US equity value across 467 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.3%, followed by Communication Services 10.1% and Health Care 5.2%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Swiss Life Asset Management Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$19.1B
total across 467 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +1.22M sh · +$21.5M+$NKE +730K sh · +$59.9M+$WDAY +588K sh · +$8.81M
Biggest trims (shares)
−$AMCR −4.43M sh · −$31.6M−$PGR −225K sh · −$8.62M−$INVH −194K sh · −$5.65M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$ACN ($90M last qtr)$MDT ($75.6M last qtr)$LIN ($55.1M last qtr)$ETN ($38.1M last qtr)$LYB ($28M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.5%—
- Interactive Media & Services8.4%—
- Technology Hardware, Storage & Peripherals5.7%—
- Systems Software5.3%—
- Pharmaceuticals5.2%—
- Broadline Retail2.6%—
- Automobile Manufacturers1.8%—
- Integrated Telecommunication Services1.6%—
- Other holdings58.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 9.63M | $1.59B | +1.22M | 8.3% |
| $AAPL | Apple Inc | 4.28M | $1.09B | +406K | 5.7% |
| $MSFT | Microsoft Corporation | 2.73M | $1.01B | +175K | 5.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 2.34M | $673M | +181K | 3.5% |
| $AMZN | Amazon.com Inc | 2.41M | $501M | +215K | 2.6% |
| $GOOGL | Alphabet Inc | 1.71M | $492M | +119K | 2.6% |
| $META | Meta Platforms Inc | 782K | $446M | +72.3K | 2.3% |
| $AVGO | Broadcom Inc | 1.31M | $404M | +141K | 2.1% |
| $TSLA | Tesla Inc | 929K | $345M | +60.6K | 1.8% |
| $VZ | Verizon Communications Inc | 6.35M | $319M | +399K | 1.7% |
…and 457 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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