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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 39 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CRUS CIRRUS LOGIC INC Technology 4,752.0 $687K 0.00% +534.0 +12.7% $144.62 +15.2%
762 EQX EQUINOX GOLD CORP Basic Materials 47,574.0 $687K 0.00% +14K +40.1% $14.44 -14.7%
763 ALV AUTOLIV INC Consumer Cyclical 6,511.0 $685K 0.00% +976.0 +17.6% $105.16 +14.3%
764 SBET SHARPLINK INC Financial Services 13,437.0 $685K 0.00% NEW $50.95 -87.6%
765 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 4,137.0 $683K 0.00% +1K +32.3% $165.14 +8.0%
766 SJM SMUCKER J M CO Consumer Defensive 7,047.0 $680K 0.00% -20K -73.9% $96.44 +4.2%
767 W WAYFAIR INC Consumer Cyclical 9,035.0 $680K 0.00% +2K +22.5% $75.21 -13.9%
768 RRC RANGE RES CORP Energy 15,002.0 $678K 0.00% +4K +35.6% $45.18 -6.9%
769 FR FIRST INDL RLTY TR INC Real Estate 11,670.0 $675K 0.00% +2K +16.6% $57.85 +7.9%
770 IDCC INTERDIGITAL INC Technology 2,219.0 $670K 0.00% +281.0 +14.5% $302.00 -11.6%
771 AGNC AGNC INVT CORP Real Estate 66,627.0 $668K 0.00% +19K +40.0% $10.03 +2.3%
772 ARMK ARAMARK Industrials 16,381.0 $664K 0.00% +4K +36.4% $40.54 +27.4%
773 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,522.0 $662K 0.00% +294.0 +9.1% $188.00 +20.4%
774 BBIO BRIDGEBIO PHARMA INC Healthcare 8,906.0 $661K 0.00% +2K +31.8% $74.26 -5.4%
775 VIAV VIAVI SOLUTIONS INC Technology 19,866.0 $661K 0.00% -1K -6.2% $33.28 +44.5%
776 SOUTHSTATE BK CORP 11,826.0 $659K 0.00% +7K +150.8% $55.69
777 MBX MBX BIOSCIENCES INC Healthcare 12,130.0 $657K 0.00% NEW $54.18 -41.3%
778 ESE ESCO TECHNOLOGIES INC Technology 2,328.0 $655K 0.00% +1K +96.1% $281.37 +4.2%
779 GH GUARDANT HEALTH INC Healthcare 7,058.0 $652K 0.00% +2K +33.4% $92.37 +27.8%
780 MOH MOLINA HEALTHCARE INC Healthcare 4,866.0 $649K 0.00% $133.30 +36.0%
Page 39 of 76  ·  1,506 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%