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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 3 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LXP INDUSTRIAL TRUST 6,779.0 $581K 0.00% NEW $85.67
42 PIPR PIPER SANDLER COMPANIES Financial Services 9,791.0 $575K 0.00% NEW $58.73 +36.3%
43 ALMS ALUMIS INC Healthcare 15,836.0 $574K 0.00% NEW $36.26 -38.9%
44 MGY MAGNOLIA OIL & GAS CORP Energy 17,944.0 $566K 0.00% NEW $31.57 -7.4%
45 TEX TEREX CORP NEW Industrials 9,478.0 $560K 0.00% NEW $59.10 -2.5%
46 HTZ HERTZ GLOBAL HLDGS INC Industrials 18,062.0 $553K 0.00% NEW $30.59 -83.5%
47 SON SONOCO PRODS CO Consumer Cyclical 10,156.0 $549K 0.00% NEW $54.09 -11.3%
48 PLXS PLEXUS CORP Technology 2,535.0 $513K 0.00% NEW $202.54 +27.6%
49 AVT AVNET INC Technology 8,031.0 $495K 0.00% NEW $61.62 +35.3%
50 PAGP PLAINS GP HLDGS L P Energy 19,252.0 $467K 0.00% NEW $24.28 +5.1%
51 FORM FORMFACTOR INC Technology 4,635.0 $450K 0.00% NEW $96.99 +32.0%
52 NHI NATIONAL HEALTH INVS INC Real Estate 5,517.0 $446K 0.00% NEW $80.86 -5.3%
53 POLESTAR AUTOMOTIVE HLDG UK 2,552.0 $438K 0.00% NEW $171.60
54 CENX CENTURY ALUM CO Basic Materials 7,161.0 $420K 0.00% NEW $58.69 +3.0%
55 SM SM ENERGY COMPANY Energy 13,158.0 $410K 0.00% NEW $31.18 +11.6%
56 SLAB SILICON LABORATORIES INC Technology 1,934.0 $403K 0.00% NEW $208.15 +4.2%
57 DLB DOLBY LABORATORIES INC Technology 6,631.0 $398K 0.00% NEW $60.06 -10.0%
58 AMPX AMPRIUS TECHNOLOGIES INC Industrials 11,164.0 $389K 0.00% NEW $34.84 -56.1%
59 VIRT VIRTU FINL INC Financial Services 8,719.0 $383K 0.00% NEW $43.98 +22.3%
60 HUDSON PACIFIC PROPERTIES IN 2,742.0 $380K 0.00% NEW $138.67
Page 3 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%