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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 14 of 53  ·  1,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CNQ CANADIAN NAT RES LTD MED TER Energy 182,513.0 $8.9M 0.04% +39K +27.2% $48.77 -0.2%
262 TDG TRANSDIGM GROUP INC Industrials 7,648.0 $8.9M 0.04% +62.0 +0.8% $1158.96 +3.4%
263 GALAXY DIGITAL INC. 118,816.0 $8.8M 0.04% +103K +642.2% $74.40
264 CCJ CAMECO CORP Energy 81,311.0 $8.8M 0.04% +3K +3.7% $108.70 -3.1%
265 STLD STEEL DYNAMICS INC Basic Materials 47,491.0 $8.5M 0.04% +5K +12.1% $180.00 +26.8%
266 RSG REPUBLIC SVCS INC Industrials 38,593.0 $8.5M 0.04% +4K +12.9% $219.02 -3.1%
267 VLTO VERALTO CORP Industrials 95,274.0 $8.4M 0.04% +8K +9.2% $88.42 -2.5%
268 TSCO TRACTOR SUPPLY CO Consumer Cyclical 185,029.0 $8.4M 0.04% +26K +16.4% $45.30 -30.0%
269 F FORD MTR CO Consumer Cyclical 724,307.0 $8.4M 0.04% +35K +5.1% $11.54 +18.5%
270 FOXA FOX CORP Communication Services 142,187.0 $8.3M 0.04% +13K +10.1% $58.40 +10.0%
271 ERIE ERIE INDTY CO Financial Services 32,950.0 $8.3M 0.04% +17K +104.7% $251.31 -10.6%
272 SWKS SKYWORKS SOLUTIONS INC Technology 158,808.0 $8.3M 0.04% +15K +10.3% $51.97 +43.1%
273 DOV DOVER CORP Industrials 157,777.0 $8.2M 0.04% +96K +154.2% $52.26 +297.6%
274 BALL BALL CORP Consumer Cyclical 138,232.0 $8.2M 0.04% +51K +59.3% $59.11 -4.7%
275 VST VISTRA CORP Utilities 53,408.0 $8.0M 0.04% +8K +17.5% $150.33 -4.2%
276 CINF CINCINNATI FINL CORP Financial Services 50,653.0 $8.0M 0.04% +39K +336.3% $157.35 +7.0%
277 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 23,734.0 $7.9M 0.04% +1K +5.6% $330.87 -9.2%
278 WAT WATERS CORP Healthcare 26,328.0 $7.8M 0.04% +8K +41.0% $297.80 +14.6%
279 HPE HEWLETT PACKARD ENTERPRISE C Technology 326,206.0 $7.8M 0.04% +44K +15.6% $23.81 +42.7%
280 ENTERGY CORP NEW 57,209.0 $7.8M 0.04% +19K +48.2% $135.76
Page 14 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%