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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 58 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,956.0 $286K 0.00% +563.0 +40.4% $146.36 +5.6%
1142 SIRI SIRIUSXM HOLDINGS INC Communication Services 12,398.0 $286K 0.00% -5K -29.1% $23.08 +17.2%
1143 FCPT FOUR CORNERS PPTY TR INC Real Estate 12,094.0 $286K 0.00% +600.0 +5.2% $23.65 +5.7%
1144 HCC WARRIOR MET COAL INC Energy 3,057.0 $285K 0.00% +540.0 +21.4% $93.15 -8.3%
1145 RGTI RIGETTI COMPUTING INC Technology 20,230.0 $284K 0.00% +6K +39.1% $14.04 +20.2%
1146 LPX LOUISIANA PAC CORP Basic Materials 3,904.0 $284K 0.00% +939.0 +31.7% $72.75 -3.6%
1147 WULF TERAWULF INC Financial Services 19,668.0 $284K 0.00% +5K +34.1% $14.43 +49.9%
1148 PLUS EPLUS INC Technology 3,771.0 $284K 0.00% +767.0 +25.5% $75.25 +10.2%
1149 POST POST HLDGS INC Consumer Defensive 2,864.0 $283K 0.00% +831.0 +40.9% $98.86 -1.4%
1150 VSEC VSE CORP Industrials 1,530.0 $282K 0.00% NEW $184.40 -7.5%
1151 TDC TERADATA CORP DEL Technology 11,000.0 $282K 0.00% +1K +12.3% $25.63 +29.1%
1152 XENE XENON PHARMACEUTICALS INC Healthcare 4,847.0 $282K 0.00% NEW $58.15 -6.0%
1153 REZI RESIDEO TECHNOLOGIES INC Industrials 8,361.0 $282K 0.00% +2K +26.6% $33.71 -14.2%
1154 GNTX GENTEX CORP Consumer Cyclical 12,858.0 $281K 0.00% -6K -33.0% $21.85 +7.1%
1155 OLED UNIVERSAL DISPLAY CORP Technology 3,058.0 $280K 0.00% +982.0 +47.3% $91.66 -0.1%
1156 NSIT INSIGHT ENTERPRISES INC Technology 4,182.0 $280K 0.00% NEW $67.01 +39.6%
1157 EVTC EVERTEC INC Technology 9,930.0 $280K 0.00% +2K +22.4% $28.22 -12.7%
1158 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 59,649.0 $279K 0.00% +16K +37.8% $4.68 -2.4%
1159 SHEL SHELL PLC Energy 3,000.0 $279K 0.00% $93.00 -6.8%
1160 CIGI COLLIERS INTL GROUP INC Real Estate 2,610.0 $279K 0.00% +730.0 +38.8% $106.89 -10.0%
Page 58 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%