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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 64 of 76  ·  1,506 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 BRKR BRUKER CORP Healthcare 6,676.0 $241K 0.00% +2K +37.4% $36.12 +24.5%
1262 CORT CORCEPT THERAPEUTICS INC Healthcare 5,980.0 $241K 0.00% NEW $40.31 +48.1%
1263 AUPH AURINIA PHARMACEUTICALS INC Healthcare 16,256.0 $241K 0.00% +976.0 +6.4% $14.82 +4.3%
1264 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,519.0 $241K 0.00% NEW $95.60 +21.6%
1265 MSM MSC INDL DIRECT INC Industrials 2,609.0 $241K 0.00% NEW $92.27 +14.9%
1266 YELP YELP INC Communication Services 9,730.0 $241K 0.00% +2K +25.9% $24.74 -9.2%
1267 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 12,975.0 $240K 0.00% +659.0 +5.3% $18.49 +17.6%
1268 VISN VISTANCE NETWORKS INC Technology 13,174.0 $240K 0.00% -7K -33.9% $18.20 -36.1%
1269 KAI KADANT INC Industrials 820.0 $240K 0.00% NEW $292.35 +5.0%
1270 CRAI CRA INTL INC Industrials 1,480.0 $240K 0.00% +366.0 +32.9% $161.88 -9.0%
1271 TILE INTERFACE INC Consumer Cyclical 9,600.0 $239K 0.00% +1K +15.2% $24.92 +15.4%
1272 FOLD AMICUS THERAPEUTIC Healthcare 16,543.0 $239K 0.00% +4K +29.7% $14.46 +0.2%
1273 EZPW EZCORP INC Financial Services 9,418.0 $239K 0.00% -1K -11.0% $25.38 +31.8%
1274 BNL BROADSTONE NET LEASE INC Real Estate 13,079.0 $239K 0.00% NEW $18.27 +11.7%
1275 VVV VALVOLINE INC Energy 7,081.0 $238K 0.00% NEW $33.68 -1.2%
1276 SEB SEABOARD CORP DEL Industrials 42.0 $237K 0.00% -3.0 -6.7% $5654.02 -11.7%
1277 S SENTINELONE INC Technology 18,432.0 $237K 0.00% +5K +35.6% $12.88 +39.5%
1278 HLNE HAMILTON LANE INC Financial Services 2,388.0 $237K 0.00% -1K -33.5% $99.40 -10.9%
1279 PRG PROG HOLDINGS INC Industrials 8,269.0 $237K 0.00% +1K +17.6% $28.69 +17.6%
1280 ACLX ARCELLX INC Healthcare 2,065.0 $237K 0.00% NEW $114.82 +0.2%
Page 64 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%