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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 35 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CELC CELCUITY INC Healthcare 7,617.0 $882K 0.00% NEW $115.75 +23.1%
682 DVA DAVITA INC Healthcare 5,716.0 $878K 0.00% +214.0 +3.9% $153.69 +29.3%
683 GLOBUS MED INC 10,147.0 $874K 0.00% +2K +23.6% $86.16
684 DY DYCOM INDS INC Industrials 2,580.0 $874K 0.00% +451.0 +21.2% $338.82 +22.3%
685 TME TENCENT MUSIC ENTMT GROUP Communication Services 93,579.0 $868K 0.00% +27K +41.4% $9.28 -1.4%
686 UAMY UNITED STATES ANTIMONY CORP Basic Materials 20,423.0 $868K 0.00% NEW $42.49 -80.4%
687 CLH CLEAN HARBORS INC Industrials 3,024.0 $867K 0.00% +636.0 +26.6% $286.73 -1.5%
688 FLS FLOWSERVE CORP Industrials 11,693.0 $860K 0.00% +2K +19.6% $73.51 -6.5%
689 TTMI TTM TECHNOLOGIES INC Technology 8,748.0 $852K 0.00% +416.0 +5.0% $97.42 +73.8%
690 EHC ENCOMPASS HEALTH CORP Healthcare 8,805.0 $852K 0.00% +2K +24.0% $96.73 +8.0%
691 DINO HF SINCLAIR CORP Energy 13,558.0 $846K 0.00% +2K +14.2% $62.39 +9.6%
692 OGE OGE ENERGY CORP Utilities 17,604.0 $844K 0.00% +3K +18.4% $47.96 +0.3%
693 SPXC SPX TECHNOLOGIES INC Industrials 4,218.0 $843K 0.00% +561.0 +15.3% $199.94 +2.8%
694 BSY BENTLEY SYS INC Technology 24,003.0 $843K 0.00% -21K -46.2% $35.12 -5.1%
695 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 7,191.0 $842K 0.00% +3K +83.4% $117.06 -6.8%
696 FUBO FUBOTV INC Communication Services 7,615.0 $833K 0.00% NEW $109.40 -91.6%
697 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 8,642.0 $829K 0.00% NEW $95.92 -74.7%
698 TTC TORO CO Industrials 8,801.0 $822K 0.00% +4K +98.8% $93.44 -4.6%
699 IONQ IONQ INC Technology 28,469.0 $821K 0.00% +9K +44.8% $28.83 +104.3%
700 BXP BXP INC Real Estate 15,718.0 $816K 0.00% -21K -56.6% $51.90 +15.9%
Page 35 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%