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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 44 of 53  ·  1,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,815.0 $313K 0.00% +2K +34.2% $45.89 +5.0%
862 CSGS CSG SYS INTL INC Technology 3,889.0 $311K 0.00% +596.0 +18.1% $79.94 +0.9%
863 RITM RITHM CAPITAL CORP Real Estate 32,565.0 $309K 0.00% +8K +33.0% $9.48 -2.2%
864 ROAD CONSTRUCTION PARTNERS INC Industrials 2,776.0 $308K 0.00% +576.0 +26.2% $111.12 +1.3%
865 TFX TELEFLEX INCORPORATED Healthcare 2,571.0 $308K 0.00% +529.0 +25.9% $119.61 +13.0%
866 GVA GRANITE CONSTR INC Industrials 2,556.0 $306K 0.00% +615.0 +31.7% $119.88 +6.5%
867 RRR RED ROCK RESORTS INC Consumer Cyclical 5,735.0 $306K 0.00% +339.0 +6.3% $53.36 -1.7%
868 CWST CASELLA WASTE SYS INC Industrials 3,842.0 $305K 0.00% +930.0 +31.9% $79.34 +9.9%
869 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 7,700.0 $304K 0.00% +2K +34.7% $39.51 +6.7%
870 VNT VONTIER CORPORATION Technology 8,553.0 $303K 0.00% +2K +22.1% $35.47 -19.9%
871 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 35,736.0 $302K 0.00% +8K +30.5% $8.45 +26.6%
872 MHK MOHAWK INDS INC Consumer Cyclical 3,060.0 $301K 0.00% +618.0 +25.3% $98.46 +3.9%
873 KD KYNDRYL HLDGS INC Technology 22,936.0 $301K 0.00% +4K +20.6% $13.12 -8.0%
874 BBWI BATH & BODY WORKS INC Consumer Cyclical 16,082.0 $300K 0.00% +3K +24.4% $18.67 -7.2%
875 ETSY INC 5,992.0 $299K 0.00% +2K +42.2% $49.98
876 BIO BIO RAD LABS INC Healthcare 1,058.0 $295K 0.00% +186.0 +21.3% $278.75 +2.9%
877 COMP COMPASS INC Technology 40,105.0 $293K 0.00% +17K +74.7% $7.31 +15.9%
878 BDC BELDEN INC Technology 2,540.0 $292K 0.00% +737.0 +40.9% $114.83 -8.7%
879 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 3,341.0 $291K 0.00% +688.0 +25.9% $86.97 +4.2%
880 MTN VAIL RESORTS INC Consumer Cyclical 2,256.0 $289K 0.00% +582.0 +34.8% $128.32 -1.1%
Page 44 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%