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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 32 of 53  ·  1,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ONTO ONTO INNOVATION INC Technology 2,977.0 $610K 0.00% +682.0 +29.7% $205.07 +27.5%
622 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,295.0 $609K 0.00% +540.0 +30.8% $265.32 +15.2%
623 GTLS CHART INDS INC Industrials 2,941.0 $608K 0.00% +870.0 +42.0% $206.75 +0.7%
624 DAR DARLING INGREDIENTS INC Consumer Defensive 9,781.0 $605K 0.00% +3K +37.6% $61.85 -6.5%
625 CMC COMMERCIAL METALS CO Basic Materials 9,832.0 $604K 0.00% +5K +85.8% $61.43 +15.1%
626 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 13,409.0 $601K 0.00% +2K +15.0% $44.84 +6.6%
627 EGP EASTGROUP PPTYS INC Real Estate 3,246.0 $601K 0.00% +764.0 +30.8% $185.09 +10.9%
628 ULS UL SOLUTIONS INC Industrials 6,998.0 $600K 0.00% +1K +23.9% $85.71 +19.0%
629 CHWY CHEWY INC Consumer Cyclical 22,073.0 $596K 0.00% +12K +116.0% $27.00 -26.2%
630 OSK OSHKOSH CORP Industrials 4,022.0 $592K 0.00% +990.0 +32.6% $147.21 -13.6%
631 AG FIRST MAJESTIC SILVER CORP Basic Materials 27,569.0 $591K 0.00% +6K +28.0% $21.43 -7.1%
632 NOV NOV INC Energy 31,391.0 $590K 0.00% +9K +38.0% $18.81 +10.9%
633 CART MAPLEBEAR INC Consumer Cyclical 15,719.0 $589K 0.00% +2K +18.0% $37.46 +7.0%
634 POR PORTLAND GEN ELEC CO Utilities 10,978.0 $579K 0.00% +6K +121.2% $52.77 -5.8%
635 SEALED AIR CORP NEW 13,653.0 $574K 0.00% +2K +16.5% $42.05
636 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 9,961.0 $574K 0.00% +3K +34.8% $57.58 +22.0%
637 COKE COCA COLA CONS INC Consumer Defensive 2,990.0 $573K 0.00% +536.0 +21.8% $191.74 -8.0%
638 GAP GAP INC Consumer Cyclical 23,678.0 $573K 0.00% +4K +20.0% $24.20 -4.3%
639 THG HANOVER INS GROUP INC Financial Services 3,283.0 $569K 0.00% +469.0 +16.7% $173.35 +12.2%
640 CNM CORE & MAIN INC Industrials 11,483.0 $567K 0.00% +3K +28.6% $49.40 -4.5%
Page 32 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%