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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 9 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DHC DIVERSIFIED HEALTHCARE TR Real Estate 33,710.0 $224K 0.00% NEW $6.64 +34.0%
162 LEGN LEGEND BIOTECH CORP Healthcare 12,358.0 $224K 0.00% NEW $18.09 +54.7%
163 TPH TRI POINTE HOMES INC Consumer Cyclical 4,775.0 $223K 0.00% NEW $46.73 +0.5%
164 MEOH METHANEX CORP Basic Materials 3,730.0 $222K 0.00% NEW $59.57 +0.1%
165 GPOR GULFPORT ENERGY CORP Energy 1,050.0 $222K 0.00% NEW $211.57 -15.4%
166 SLGN SILGAN HLDGS INC Consumer Cyclical 5,717.0 $222K 0.00% NEW $38.80 -1.8%
167 UVE UNIVERSAL INS HLDGS INC Financial Services 6,457.0 $221K 0.00% NEW $34.16 +16.9%
168 KYMR KYMERA THERAPEUTICS INC Healthcare 2,645.0 $220K 0.00% NEW $83.29 -3.2%
169 CTS CTS CORP Technology 4,604.0 $220K 0.00% NEW $47.76 +25.4%
170 ELF E L F BEAUTY INC Consumer Defensive 3,610.0 $219K 0.00% NEW $60.61 -12.4%
171 SHAK SHAKE SHACK INC Consumer Cyclical 2,466.0 $218K 0.00% NEW $88.47 -28.3%
172 GREAT LAKES DREDGE & DOCK CO 12,829.0 $218K 0.00% NEW $17.00
173 CNO CNO FINL GROUP INC Financial Services 5,282.0 $217K 0.00% NEW $41.06 +15.4%
174 GIII G III APPAREL GROUP LTD Consumer Cyclical 7,801.0 $216K 0.00% NEW $27.70 +10.0%
175 AMAL AMALGAMATED FINANCIAL CORP Financial Services 5,556.0 $216K 0.00% NEW $38.87 +6.5%
176 FFIN FIRST FINL BANKSHARES INC Financial Services 7,306.0 $215K 0.00% NEW $29.45 +9.3%
177 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,870.0 $215K 0.00% NEW $74.89 +14.5%
178 DRS LEONARDO DRS INC Industrials 4,782.0 $213K 0.00% NEW $44.52 +0.1%
179 TERN TERNS PHARMACEUTICALS INC Healthcare 4,034.0 $213K 0.00% NEW $52.72 +0.4%
180 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 3,758.0 $212K 0.00% NEW $56.45 -9.6%
Page 9 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%