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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 12 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SVM SILVERCORP METALS INC Basic Materials 14,776.0 $159K 0.00% NEW $10.75 +16.8%
222 XRAY DENTSPLY SIRONA INC Healthcare 13,335.0 $155K 0.00% NEW $11.60 -15.2%
223 HCKT HACKETT GROUP INC Technology 11,779.0 $153K 0.00% NEW $13.01 -18.2%
224 AAL AMERICAN AIRLINES GROUP INC Industrials 11,850.0 $149K 0.00% NEW $12.59 +7.9%
225 GNL GLOBAL NET LEASE INC Real Estate 15,320.0 $143K 0.00% NEW $9.36 +0.2%
226 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 14,838.0 $141K 0.00% NEW $9.52 -12.1%
227 OSCR OSCAR HEALTH INC Healthcare 12,289.0 $141K 0.00% NEW $11.47 +93.0%
228 LIONSGATE STUDIOS CORP 14,411.0 $138K 0.00% NEW $9.59
229 HUN HUNTSMAN CORP Basic Materials 10,374.0 $138K 0.00% NEW $13.31 +8.0%
230 PHR PHREESIA INC Healthcare 15,830.0 $133K 0.00% NEW $8.38 +5.6%
231 DNOW DNOW INC Energy 10,663.0 $127K 0.00% NEW $11.91 +8.2%
232 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 14,088.0 $127K 0.00% NEW $9.01 +17.1%
233 PK PARK HOTELS & RESORTS INC Real Estate 11,403.0 $120K 0.00% NEW $10.53 +8.2%
234 HLMN HILLMAN SOLUTIONS CORP Industrials 12,264.0 $102K NEW $8.32 -12.9%
235 HLX HELIX ENERGY SOLUTIONS GRP I Energy 10,162.0 $101K NEW $9.89 +1.5%
236 ABR ARBOR REALTY TRUST INC Real Estate 12,971.0 $100K NEW $7.71 -23.3%
237 NVTS NAVITAS SEMICONDUCTOR CORP Technology 11,127.0 $98K NEW $8.77 +178.0%
238 RLJ RLJ LODGING TR Real Estate 11,373.0 $84K NEW $7.42 +27.9%
239 AMERICAS GOLD AND SILVER COR 14,824.0 $77K NEW $5.22
240 DCH DAUCH CORP Industrials 12,908.0 $77K NEW $5.93 +3.7%
Page 12 of 13  ·  257 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%