Swiss Life Asset Management Ltd
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$20.4B
Holdings
1,504
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.9% (15.03M → 14.4k shares)
7.8%
02
$AAPL
APPLE INC
Q1 2026: Sold 99.6% (6.74M → 28.2k shares)
5.3%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 98.7% (554.2k → 7.5k shares)
5.0%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 99.8% (3.86M → 8.9k shares)
3.3%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 99.3% (3.67M → 25.9k shares)
2.5%
06
$GOOG
ALPHABET INC
Q1 2026: Sold 93.7% (328.1k → 20.7k shares)
2.4%
07
$META
META PLATFORMS INC
Q1 2026: Sold 97.7% (148.4k → 3.4k shares)
2.2%
08
$AVGO
BROADCOM INC
Q1 2026: Sold 99.7% (2.02M → 6.7k shares)
2.0%
09
$BAC
BANK AMERICA CORP
Q1 2026: Sold 99.9% (12.52M → 12.3k shares)
1.8%
10
$TSLA
TESLA INC
Q1 2026: Sold 99.1% (1.56M → 14.2k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.