Swiss Life Asset Management Ltd

Q1 2020 13F-HR Holdings

Location
Zurich, V8
Holdings as of
3/31/2020
Date filed
12/29/2025
Form type
13F-HR
Num holdings
495
Total value ($000)
$5,264,095
Net value change ($000)
-24,760 (-0.5%)
New positions
30
Sold out positions
37
Turnover %
1.7%
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 2019
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)
MSFT 32,919 23.1%
AAPL 30,915 23.3%
LRCX 18,641 449.4%
GOOGL 15,762 87.7%
GPN 15,398 73.3%
HII 15,043 762.8%
AKX 14,056 NEW
LLY 13,892 40.5%
AMD 13,755 3456.0%
NVDA 13,566 42.5%
Top Reduces (Value $000, Stocks/ETFs)
EEM -151,264 -25.8%
BA -61,585 -74.7%
NFLX -44,045 -78.8%
CSCO -32,078 -39.8%
CVX -29,968 -54.3%
XOM -26,198 -31.7%
C -23,428 -34.7%
PFG -16,375 -90.9%
OKE -16,205 -65.2%
JPM -15,795 -21.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 611,763 (11.6% of total reported value)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type