1y return+17.7%S&P 500 +20.9%
3y return+61.9%S&P 500 +68.5%
5y return+59.1%S&P 500 +74.5%
10y return+205.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $305 against $357 in the S&P 500.2
Swiss Life Asset Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $1.8B | 7.6% | −6.6% |
| AAPLApple Inc | $1.3B | 5.5% | +5.0% |
| MSFTMicrosoft Corp | $1.1B | 4.6% | +6.2% |
| GOOGLAlphabet Inc | $842.9M | 3.6% | |
| AVGOBroadcom Inc | $633.6M | 2.7% | +28.4% |
| AMZNAmazon Com Inc | $611.7M | 2.6% | +6.6% |
| GOOGAlphabet Inc | $593.0M | 2.5% | −2.1% |
| METAMeta Platforms Inc | $469.7M | 2.0% | +7.1% |
| LLYEli Lilly & Co | $428.5M | 1.8% | +5.6% |
| TSLATesla Inc | $407.7M | 1.7% | +4.3% |
| LRCXLam Research Corp | $333.4M | 1.4% | −2.3% |
| MUMicron Technology Inc | $315.2M | 1.3% | −43.9% |
| JNJJohnson & Johnson | $302.8M | 1.3% | −6.3% |
| AMDAdvanced Micro Devices Inc | $295.7M | 1.3% | +9.8% |
| MOAltria Group Inc | $279.9M | 1.2% | −4.8% |
| VZVerizon Communications Inc | $253.1M | 1.1% | −5.9% |
| VVisa Inc | $224.2M | 0.9% | |
| AMATApplied Matls Inc | $208.4M | 0.9% | −2.0% |
| CSCOCisco Sys Inc | $207.0M | 0.9% | +4.5% |
| CATCaterpillar Inc | $195.7M | 0.8% | −3.8% |
| GEGe Aerospace | $173.9M | 0.7% | +27.5% |
| KLACKla Corp | $173.2M | 0.7% | +822.7% |
| ABBVAbbvie Inc | $171.3M | 0.7% | |
| JPMJpmorgan Chase & Co | $167.8M | 0.7% | −2.9% |
| MRKMerck & Co Inc | $167.7M | 0.7% | −5.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.8B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $633.6M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $208.4M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $295.7M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $195.7M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $428.5M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $140.7M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $333.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $842.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $593.0M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $51.0M
- GLIBKGci Liberty Inc was $42.2M
- HYMCHycroft Mining Holding Corp was $30.0M
- Honeywell Intl IncCUSIP 438516106 was $28.2M
- Etoro Group LtdCUSIP G32089107 was $7.1M
- Amcor PLCCUSIP G0250X149 was $6.9M
- RCATRed Cat Hldgs Inc was $5.5M
- OUSTOuster Inc was $4.7M
- HTOH2o America was $4.4M
- Hologic IncCUSIP 436440101 was $4.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +3.9% | +4.0% |
| March 31, 2024 | +9.6% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Swiss Life Asset Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1637689&type=13F-HR&dateb=&owner=include&count=40CIK 1637689
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1637689/000117266126002910/Filed July 29, 2026 · accession 0001172661-26-002910