Swiss Life Asset Management Ltd

Q4 2019 13F-HR Detailed Holdings

Location
Zurich, V8
Holdings as of
12/31/2019
Date filed
12/29/2025
Form type
13F-HR
Num holdings
806
Total value ($000)
$5,288,855
Net value change ($000)
—
New positions
500
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 12/29/2025 Next filing: 12/29/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to previous filing: —
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)
EEM 586,979 —
AMZN 145,982 —
MSFT 142,446 —
AAPL 132,909 —
MRK 91,272 —
XOM 82,632 —
BA 82,481 —
CSCO 80,511 —
JPM 74,882 —
UNH 71,636 —
Top Reduces (Value $000, Stocks/ETFs)
—
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Swiss Life Asset Managers France 028-25896