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Portfolio (Quarterly) Guide ↗

Swiss Life Asset Management Ltd

· CIK 0001637689
13F Portfolio $19.6B AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1381 New
Page 53 of 70  ·  1,381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 INSP INSPIRE MED SYS INC Healthcare 3,142.0 $290K 0.00% NEW $92.23 -51.5%
1042 DUOL DUOLINGO INC Technology 1,651.0 $290K 0.00% NEW $175.50 -39.8%
1043 HIMS HIMS & HERS HEALTH INC Healthcare 8,923.0 $290K 0.00% NEW $32.47 -26.1%
1044 GKOS GLAUKOS CORP Healthcare 2,560.0 $289K 0.00% NEW $112.91 +23.1%
1045 AXSM AXSOME THERAPEUTICS INC Healthcare 1,576.0 $288K 0.00% NEW $182.64 +27.9%
1046 FAF FIRST AMERN FINL CORP Financial Services 4,680.0 $288K 0.00% NEW $61.44 +10.4%
1047 STWD STARWOOD PPTY TR INC Real Estate 15,930.0 $287K 0.00% NEW $18.01 -4.8%
1048 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,266.0 $286K 0.00% NEW $27.87 -28.1%
1049 CWST CASELLA WASTE SYS INC Industrials 2,912.0 $285K 0.00% NEW $97.94 -10.9%
1050 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 2,653.0 $284K 0.00% NEW $107.04 -15.3%
1051 OMCL OMNICELL COM Healthcare 6,263.0 $284K 0.00% NEW $45.30 -3.4%
1052 TENB TENABLE HLDGS INC Technology 12,054.0 $284K 0.00% NEW $23.53 +8.4%
1053 BLKB BLACKBAUD INC Technology 4,476.0 $283K 0.00% NEW $63.32 -53.2%
1054 HXL HEXCEL CORP NEW Industrials 3,828.0 $283K 0.00% NEW $73.90 +14.7%
1055 GTX GARRETT MOTION INC Consumer Cyclical 16,223.0 $283K 0.00% NEW $17.43 +90.6%
1056 MASI MASIMO CORP Healthcare 2,173.0 $283K 0.00% NEW $130.06 +37.4%
1057 CPRX CATALYST PHARMACEUTICALS INC Healthcare 12,093.0 $282K 0.00% NEW $23.34 +34.0%
1058 GXO GXO LOGISTICS INCORPORATED Industrials 5,359.0 $282K 0.00% NEW $52.64 -11.2%
1059 MCY MERCURY GENL CORP NEW Financial Services 2,996.0 $282K 0.00% NEW $94.06 +8.8%
1060 VFC V F CORP Consumer Cyclical 15,553.0 $281K 0.00% NEW $18.08 -10.3%
Page 53 of 70  ·  1,381 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 34.7%
Financial Services 12.3%
Communication Services 11.8%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 8.2%
Consumer Defensive 5.4%
Energy 2.7%
Utilities 2.4%
Basic Materials 1.9%