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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 23 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PBA PEMBINA PIPELINE CORP Energy 93,329.0 $4.2M 0.02% +13K +15.6% $44.75 +10.2%
442 BDX BECTON DICKINSON & CO Healthcare 26,539.0 $4.2M 0.02% +2K +8.1% $157.23 -7.0%
443 FNV FRANCO NEV CORP Basic Materials 16,793.0 $4.2M 0.02% +3K +25.1% $247.56 -8.8%
444 HOLOGIC INC 54,764.0 $4.1M 0.02% +4K +8.8% $75.59
445 WRB BERKLEY W R CORP Financial Services 61,207.0 $4.1M 0.02% -45K -42.5% $66.28 +3.0%
446 HUM HUMANA INC Healthcare 23,387.0 $4.1M 0.02% +3K +15.8% $173.39 +75.1%
447 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 43,915.0 $4.0M 0.02% +2K +5.7% $90.42 -5.6%
448 MAN MANPOWERGROUP INC WIS Industrials 32,581.0 $4.0M 0.02% NEW $121.64 -76.3%
449 DOC HEALTHPEAK PROPERTIES INC Real Estate 241,086.0 $4.0M 0.02% +73K +43.6% $16.43 +19.5%
450 AEE AMEREN CORP Utilities 35,715.0 $3.9M 0.02% +12K +48.6% $109.92 -0.1%
451 Q QNITY ELECTRONICS INC Technology 39,590.0 $3.9M 0.02% +4K +11.4% $98.76 +55.0%
452 BROOKFIELD ASSET MANAGMT LTD 87,678.0 $3.9M 0.02% +15K +20.2% $44.45
453 SYF SYNCHRONY FINANCIAL Financial Services 57,181.0 $3.9M 0.02% -9K -13.9% $68.02 +5.9%
454 LIBERTY MEDIA CORP DEL 45,710.0 $3.9M 0.02% +11K +32.0% $85.02
455 COHR COHERENT CORP Technology 15,990.0 $3.8M 0.02% +8K +95.1% $238.21 +58.7%
456 VRSN VERISIGN INC Technology 14,931.0 $3.7M 0.02% +102.0 +0.7% $248.36 +22.0%
457 FANG DIAMONDBACK ENERGY INC Energy 18,615.0 $3.7M 0.02% +3K +17.8% $197.79 +1.6%
458 SBAC SBA COMMUNICATIONS CORP Real Estate 21,325.0 $3.7M 0.02% -1K -5.6% $172.11 +20.7%
459 TRVI TREVI THERAPEUTICS INC Healthcare 21,428.0 $3.7M 0.02% NEW $171.02 -91.9%
460 L LOEWS CORP Financial Services 33,668.0 $3.6M 0.02% -8K -18.6% $106.74 +2.3%
Page 23 of 76  ·  1,506 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%