Swiss Life Asset Management Ltd

Q1 2018 13F-HR Holdings

Location
Zurich, V8
Holdings as of
3/31/2018
Date filed
12/29/2025
Form type
13F-HR
Num holdings
482
Total value ($000)
$5,718,915
Net value change ($000)
+1,236,245 (27.6%)
New positions
67
Sold out positions
62
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 12/29/2025 Next filing: 12/29/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2017
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)
CSCO 49,276 92.5%
ABBV 44,309 129.0%
AMZN 40,808 32.0%
F 40,685 697.9%
OXY 35,412 1634.9%
BA 33,424 67.5%
TXN 32,746 86.3%
GILD 32,327 153.8%
CCI 32,010 882.3%
D 29,217 560.8%
Top Reduces (Value $000, Stocks/ETFs)
DIS -34,824 -67.7%
GE -32,775 -95.0%
PG -30,373 -62.3%
ECL -17,464 -55.9%
AIG -15,848 -61.3%
CELG -15,314 -68.0%
COP -12,637 -58.5%
WFC -11,028 -32.5%
SPY -10,318 -34.0%
PPL -10,224 -62.6%
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