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Portfolio (Quarterly) Guide ↗

Swiss Life Asset Management Ltd

· CIK 0001637689
13F Portfolio $20.4B AUM 1,968 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 257 New 1047 Added 189 Reduced 132 Exited
Page 39 of 53  ·  1,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PL PLANET LABS PBC Industrials 14,521.0 $406K 0.00% +2K +17.0% $27.95 +52.6%
762 OUTFRONT MEDIA INC 15,296.0 $405K 0.00% +935.0 +6.5% $26.50
763 EXP EAGLE MATLS INC Basic Materials 2,118.0 $401K 0.00% +588.0 +38.4% $189.45 +5.1%
764 HXL HEXCEL CORP NEW Industrials 4,951.0 $401K 0.00% +1K +29.3% $80.93 +4.7%
765 PCVX VAXCYTE INC Healthcare 6,883.0 $400K 0.00% +1K +27.5% $58.11 -18.4%
766 LW LAMB WESTON HLDGS INC Consumer Defensive 9,356.0 $395K 0.00% +2K +27.7% $42.26 +1.3%
767 MMS MAXIMUS INC Industrials 6,086.0 $390K 0.00% +3K +127.1% $64.10 -4.2%
768 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 12,793.0 $388K 0.00% +4K +42.7% $30.36 +3.4%
769 CDP COPT DEFENSE PROPERTIES Real Estate 12,660.0 $387K 0.00% +2K +16.9% $30.60 +5.6%
770 SKY CHAMPION HOMES INC Consumer Cyclical 5,207.0 $387K 0.00% +435.0 +9.1% $74.37 -6.2%
771 GBCI GLACIER BANCORP INC NEW Financial Services 8,645.0 $386K 0.00% +3K +44.6% $44.67 +7.0%
772 AROC ARCHROCK INC Energy 11,095.0 $386K 0.00% +3K +38.0% $34.80 +6.0%
773 AVAV AEROVIRONMENT INC Industrials 2,108.0 $386K 0.00% +618.0 +41.5% $183.05 -10.9%
774 TKR TIMKEN CO Industrials 3,832.0 $385K 0.00% +734.0 +23.7% $100.57 +16.5%
775 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,265.0 $383K 0.00% +689.0 +43.7% $169.02 +38.2%
776 BROS DUTCH BROS INC Consumer Cyclical 7,546.0 $382K 0.00% +2K +27.5% $50.66 +5.5%
777 GKOS GLAUKOS CORP Healthcare 3,550.0 $382K 0.00% +990.0 +38.7% $107.66 +29.1%
778 URBN URBAN OUTFITTERS INC Consumer Cyclical 6,012.0 $381K 0.00% +547.0 +10.0% $63.35 +13.1%
779 EXPO EXPONENT INC Industrials 5,812.0 $379K 0.00% +960.0 +19.8% $65.25 -12.6%
780 APLD APPLIED DIGITAL CORP Technology 15,973.0 $379K 0.00% +4K +33.0% $23.74 +102.3%
Page 39 of 53  ·  1,047 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 11.9%
Communication Services 11.7%
Healthcare 10.2%
Consumer Cyclical 9.1%
Industrials 8.4%
Consumer Defensive 6.1%
Energy 3.9%
Utilities 3.1%
Basic Materials 1.9%