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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 15 of 53  ·  1,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JBL JABIL INC Technology 28,993.0 $7.7M 0.04% +2K +7.3% $265.63 +34.2%
282 NET CLOUDFLARE INC Technology 37,239.0 $7.7M 0.04% +11K +44.0% $206.34 +3.1%
283 NTAP NETAPP INC Technology 74,998.0 $7.7M 0.04% +4K +6.1% $102.39 +21.1%
284 VEEV VEEVA SYS INC Healthcare 43,648.0 $7.7M 0.04% +3K +7.6% $175.66 -6.1%
285 NWSA NEWS CORP NEW Communication Services 304,891.0 $7.6M 0.04% +274K +898.2% $24.93 +5.3%
286 O REALTY INCOME CORP Real Estate 123,848.0 $7.6M 0.04% +38K +44.1% $61.18 +1.7%
287 SANDISK CORP 11,925.0 $7.6M 0.04% +3K +35.1% $635.34
288 AIG AMERICAN INTL GROUP INC Financial Services 79,297.0 $7.5M 0.04% +21K +37.2% $95.18 -17.4%
289 CF CF INDUSTRIES HOLD Basic Materials 58,064.0 $7.5M 0.04% +13K +29.6% $129.84 -6.3%
290 NDSN NORDSON CORP Industrials 27,884.0 $7.4M 0.04% +24K +582.4% $266.06 +7.8%
291 RMD RESMED INC Healthcare 32,702.0 $7.3M 0.04% +5K +18.5% $224.48 -6.5%
292 AXON AXON ENTERPRISE INC Industrials 17,230.0 $7.3M 0.04% +1K +6.3% $424.69 -8.2%
293 DLTR DOLLAR TREE INC Consumer Defensive 66,071.0 $7.2M 0.04% +45K +208.2% $109.51 -12.6%
294 MTD METTLER TOLEDO INTERNATIONAL Healthcare 5,683.0 $7.2M 0.04% +1K +30.4% $1261.20 -13.5%
295 NTR NUTRIEN LTD Basic Materials 93,670.0 $7.1M 0.04% +3K +3.2% $75.45 -6.9%
296 CFG CITIZENS FINL GROUP INC Financial Services 117,734.0 $7.1M 0.04% +20K +20.1% $59.97 +4.7%
297 VICI VICI PPTYS INC Real Estate 258,370.0 $7.1M 0.04% +117K +82.3% $27.32 +4.0%
298 WBD WARNER BROS DISCOVERY INC Communication Services 254,722.0 $7.0M 0.03% +21K +8.9% $27.46 -0.1%
299 RDDT REDDIT INC Communication Services 51,561.0 $6.9M 0.03% +20K +61.1% $134.65 +9.0%
300 TOST TOAST INC Technology 259,344.0 $6.9M 0.03% +208K +408.6% $26.51 -12.0%
Page 15 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%