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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 50 of 53  ·  1,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PGNY PROGYNY INC Healthcare 12,493.0 $212K 0.00% +3K +26.1% $16.98 +51.0%
982 RUN SUNRUN INC Energy 15,571.0 $211K 0.00% +5K +43.0% $13.56 +1.0%
983 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 6,201.0 $209K 0.00% +1K +19.7% $33.74 -2.1%
984 HRI HERC HLDGS INC Industrials 2,095.0 $209K 0.00% +635.0 +43.5% $99.55 +30.2%
985 COLD AMERICOLD REALTY TRUST INC Real Estate 18,097.0 $207K 0.00% +5K +36.0% $11.46 +26.0%
986 GTM ZOOMINFO TECHNOLOGIES INC Technology 34,526.0 $206K 0.00% +5K +15.1% $5.98 -40.3%
987 DNN DENISON MINES CORP Energy 58,162.0 $206K 0.00% +17K +42.7% $3.54 -9.7%
988 IRT INDEPENDENCE RLTY TR INC Real Estate 13,567.0 $202K 0.00% +2K +22.4% $14.89 +12.8%
989 GNW GENWORTH FINL INC Financial Services 24,489.0 $199K 0.00% +3K +16.6% $8.12 +13.9%
990 ADT ADT INC DEL Industrials 30,242.0 $199K 0.00% +3K +11.2% $6.57 +6.5%
991 FIVN FIVE9 INC Technology 13,018.0 $197K 0.00% +2K +17.8% $15.17 +44.0%
992 CCC CCC INTELLIGENT SOLUTIONS HL Technology 31,741.0 $190K 0.00% +7K +26.7% $6.00 -24.3%
993 BKD BROOKDALE SR LIVING INC Healthcare 13,586.0 $186K 0.00% +3K +28.7% $13.68 -2.2%
994 CRGY CRESCENT ENERGY COMPANY Energy 13,615.0 $184K 0.00% +2K +18.8% $13.50 -3.0%
995 MARA MARA HOLDINGS INC Financial Services 22,514.0 $184K 0.00% +6K +39.6% $8.16 +66.1%
996 ACHR ARCHER AVIATION INC Industrials 35,252.0 $182K 0.00% +8K +28.9% $5.17 +18.4%
997 CXM SPRINKLR INC Technology 30,001.0 $180K 0.00% +6K +23.8% $6.00 -12.0%
998 IMMUNITYBIO INC 23,436.0 $180K 0.00% +7K +42.8% $7.67
999 PLUG PLUG PWR INC Industrials 77,082.0 $174K 0.00% +27K +52.5% $2.26 +46.5%
1000 NG NOVAGOLD RESOURCES INC Basic Materials 19,309.0 $174K 0.00% +6K +40.3% $9.01 -13.8%
Page 50 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%