Swiss Life Asset Management Ltd

Q1 2025 13F-HR Holdings

Location
Zurich, V8
Holdings as of
3/31/2025
Date filed
12/2/2025
Form type
13F-HR
Num holdings
706
Total value ($000)
$13,755,029
Net value change ($000)
+202,592 (1.5%)
New positions
23
Sold out positions
23
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 12/9/2025 Next filing: 12/2/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
V 43,436 64.9%
ABBV 40,998 28.1%
VZ 36,720 16.0%
JNJ 34,704 24.8%
MO 33,497 13.8%
LLY 30,658 20.3%
PM 29,072 35.5%
BRK-B 26,380 75.2%
CME 25,924 15.5%
IBM 25,078 20.1%
Top Reduces (Value $000, Stocks/ETFs)
EEM -288,071 -56.6%
NVDA -100,888 -11.1%
TSLA -85,078 -29.1%
AVGO -64,799 -22.4%
AAPL -50,934 -6.4%
AMZN -36,523 -8.3%
GOOGL -33,010 -11.3%
NOW -23,541 -27.0%
TROW -17,104 -23.2%
BX -17,077 -17.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type