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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 59 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 TDS TELEPHONE & DATA SYS INC Communication Services 6,621.0 $279K 0.00% +2K +34.2% $42.10 -1.2%
1162 MAT MATTEL INC Consumer Cyclical 19,162.0 $278K 0.00% +4K +25.1% $14.53 +3.0%
1163 WAY WAYSTAR HLDG CORP Technology 11,543.0 $278K 0.00% +2K +15.2% $24.11 -20.3%
1164 GTY GETTY RLTY CORP NEW Real Estate 8,751.0 $278K 0.00% +1K +15.2% $31.80 +5.1%
1165 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 10,734.0 $278K 0.00% +1K +11.7% $25.90 -34.5%
1166 KGS KODIAK GAS SVCS INC Energy 4,757.0 $277K 0.00% NEW $58.32 +24.1%
1167 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 7,114.0 $277K 0.00% +2K +33.8% $38.97 -6.8%
1168 HURN HURON CONSULTING GROUP INC Industrials 2,173.0 $277K 0.00% +403.0 +22.8% $127.49 -17.4%
1169 AQN ALGONQUIN POWER & UTILITIES Utilities 45,157.0 $277K 0.00% +10K +29.8% $6.12 -3.5%
1170 NOVT NOVANTA INC Technology 2,341.0 $276K 0.00% NEW $118.11 +31.1%
1171 CSW INDUSTRIALS INC 1,060.0 $276K 0.00% -435.0 -29.1% $260.58
1172 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,988.0 $276K 0.00% +995.0 +33.2% $69.19 -6.2%
1173 SYBT STOCK YDS BANCORP INC Financial Services 4,145.0 $275K 0.00% +530.0 +14.7% $66.29 +7.1%
1174 INHIBRX BIOSCIENCES INC 7,714.0 $274K 0.00% NEW $35.46
1175 SBRA SABRA HEALTH CARE REIT INC Real Estate 14,214.0 $273K 0.00% +3K +27.2% $19.23 +9.5%
1176 EXTR EXTREME NETWORKS INC Technology 18,068.0 $272K 0.00% NEW $15.08 +58.5%
1177 CIFR CIPHER DIGITAL INC Financial Services 21,053.0 $271K 0.00% +5K +34.1% $12.87 +67.2%
1178 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 14,358.0 $270K 0.00% +3K +26.5% $18.83 +19.8%
1179 FSLY FASTLY INC Technology 9,297.0 $270K 0.00% NEW $29.06 -43.6%
1180 RIOT RIOT PLATFORMS INC Financial Services 21,850.0 $270K 0.00% +6K +34.7% $12.36 +91.5%
Page 59 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%