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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 25 of 53  ·  1,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 VOYA VOYA FINANCIAL INC Financial Services 8,779.0 $1.3M 0.01% +4K +93.5% $150.06 -45.1%
482 BWXT BWX TECHNOLOGIES INC Industrials 6,399.0 $1.3M 0.01% +181.0 +2.9% $204.49 -1.0%
483 MRNA MODERNA INC Healthcare 25,661.0 $1.3M 0.01% +7K +38.6% $50.80 -7.0%
484 SMCI SUPER MICRO COMPUTER INC Technology 57,216.0 $1.3M 0.01% +13K +30.0% $22.77 +46.9%
485 SSNC SS&C TECH HLDGS Technology 19,251.0 $1.3M 0.01% +5K +34.1% $67.57 -0.5%
486 MHO M/I HOMES INC Consumer Cyclical 10,605.0 $1.3M 0.01% +7K +206.9% $122.45 +5.3%
487 APA APA CORPORATION Energy 30,153.0 $1.3M 0.01% +3K +12.6% $42.44 -9.7%
488 ALAB ASTERA LABS INC Technology 11,650.0 $1.3M 0.01% +3K +29.8% $109.60 +171.8%
489 APG API GROUP CORP Industrials 31,391.0 $1.3M 0.01% +6K +25.9% $40.52 +2.4%
490 MKSI MKS INC. Technology 5,510.0 $1.3M 0.01% +562.0 +11.4% $229.81 +36.3%
491 EWBC EAST WEST BANCORP INC Financial Services 11,685.0 $1.2M 0.01% +5K +82.5% $106.76 +15.2%
492 RVMD REVOLUTION MEDICINES INC Healthcare 12,779.0 $1.2M 0.01% +6K +90.1% $97.25 +54.6%
493 JLL JONES LANG LASALLE INC Real Estate 4,072.0 $1.2M 0.01% +828.0 +25.5% $304.32 -3.7%
494 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 34,367.0 $1.2M 0.01% +10K +41.8% $36.04 -6.5%
495 AFRM AFFIRM HLDGS INC Technology 26,557.0 $1.2M 0.01% +4K +19.1% $45.82 +46.6%
496 BLDR BUILDERS FIRSTSOURCE INC Industrials 14,680.0 $1.2M 0.01% +4K +39.5% $82.33 -10.3%
497 CG CARLYLE GROUP INC Financial Services 24,850.0 $1.2M 0.01% +4K +21.1% $48.39 -6.7%
498 CPT CAMDEN PPTY TR Real Estate 12,294.0 $1.2M 0.01% +1K +12.9% $97.66 +8.7%
499 HST HOST HOTELS & RESORTS INC Real Estate 62,316.0 $1.2M 0.01% +9K +17.7% $19.16 +17.0%
500 MAS MASCO CORP Industrials 19,358.0 $1.2M 0.01% +3K +21.4% $60.37 +11.2%
Page 25 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%