Arkolith/Funds/Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd

CIK 1637689Insurance
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Swiss Life Asset Management Ltd holds a diversified book of 1506 stocks worth $20.4B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Liberty Capital Corp-CL C and trimmed Unitedhealth Group Inc. Their largest long position is Nvidia Corp at 8% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+19.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Swiss Life Asset Management Ltd's latest
holdings, largest changes, and filing provenance.
Opened
257
new positions
Added to
1,052
existing
Trimmed
195
reduced
Sold out
129
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+11.8%
+19.7%/yr · since Dec '25
Their reported book
+201.5%
held from quarter-end
S&P 500
+10.8%
same window
$9K$10K$10K$11K$11KDec '25Jan '26Mar '26Apr '26Jun '26Jul '26
Swiss Life Asset Management Ltd (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +201.5%, a 189.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Swiss Life Asset Management Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
34%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
40%
Financials
12%
Consumer Discretionary
10%
Health Care
10%
Industrials
9%
Materials
4%
Utilities
4%
Communication Services
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,506 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.6B9.63M
7.8%
+14%
Added · +1.2M sh
2Apple Inc
COM
$1.1B4.28M
5.3%
+10%
Added · +406K sh
3Microsoft Corp
COM
$1.0B2.73M
5.0%
+6.8%
Added · +175K sh
4Alphabet Inc
CAP STK CL A
$672.5M2.34M
3.3%
+8.4%
Added · +181K sh
5Amazon Com Inc
COM
$501.3M2.41M
2.5%
+9.8%
Added · +215K sh
6Alphabet Inc
CAP STK CL C
$491.7M1.71M
2.4%
+7.5%
Added · +119K sh
7Meta Platforms Inc
CL A
$445.5M778.7K
2.2%
+10%
Added · +72K sh
8Broadcom Inc
COM
$404.4M1.31M
2.0%
+12%
Added · +141K sh
9Tesla Inc
COM
$345.5M929.3K
1.7%
+7.0%
Added · +61K sh
10Verizon Communications Inc
COM
$318.8M6.35M
1.6%
+6.7%
Added · +399K sh
11Eli Lilly & Co
COM
$311.3M338.4K
1.5%
+9.8%
Added · +30K sh
12Johnson & Johnson
COM
$305.0M1.27M
1.5%
+13%
Added · +143K sh
13Altria Group Inc
COM
$269.6M4.09M
1.3%
+3.5%
Added · +138K sh
14Pfizer Inc
COM
$205.9M7.33M
1.0%
+7.2%
Added · +492K sh
15Visa Inc
COM CL A
$198.7M657.5K
1.0%
+11%
Added · +68K sh
16Cme Group Inc
COM
$175.4M642.0K
0.9%
+19%
Added · +104K sh
17Lam Research Corp
COM NEW
$168.2M787.3K
0.8%
+4.8%
Added · +36K sh
18Merck & Co Inc
COM
$166.2M1.38M
0.8%
+13%
Added · +164K sh
19Chevron Corporation
COM
$158.9M806.2K
0.8%
+24%
Added · +157K sh
20JPMorgan Chase & Co
COM
$155.4M528.2K
0.8%
+1.6%
Added · +8K sh
21Netflix Inc.
COM
$154.5M1.51M
0.8%
+13%
Added · +170K sh
22Mastercard Incorporated
CL A
$148.0M327.8K
0.7%
+36%
Added · +86K sh
23Abbvie Inc
COM
$147.3M677.5K
0.7%
+7.8%
Added · +49K sh
24Exxon Mobil Corp
COM
$145.2M855.8K
0.7%
+15%
Added · +112K sh
25Oneok Inc New
COM
$142.8M1.58M
0.7%
+3.8%
Added · +57K sh
26Walmart Inc
COM
$137.5M1.11M
0.7%
+14%
Added · +139K sh
27Caterpillar Inc
COM
$135.3M191.0K
0.7%
+6.8%
Added · +12K sh
28Morgan Stanley
COM NEW
$132.4M804.7K
0.6%
+5.3%
Added · +40K sh
29Cisco Sys Inc
COM
$130.8M1.69M
0.6%
+0.7%
Added · +12K sh
30Procter & Gamble Co
COM
$123.6M797.9K
0.6%
+13%
Added · +92K sh
31Home Depot Inc
COM
$118.1M359.1K
0.6%
+7.6%
Added · +25K sh
32Texas Instrs Inc
COM
$113.5M584.7K
0.6%
+5.3%
Added · +29K sh
33BlackRock Inc
COM
$111.2M115.6K
0.5%
+6.9%
Added · +7K sh
34Costco Wholesale Corporation
COM
$110.8M131.3K
0.5%
+40%
Added · +37K sh
35International Business Machs
COM
$106.7M456.8K
0.5%
+6.6%
Added · +28K sh
36United Parcel Svcs Inc
CL B
$105.8M1.08M
0.5%
+4.3%
Added · +44K sh
37Palantir Technologies Inc
CL A
$104.9M716.9K
0.5%
+2.8%
Added · +20K sh
38Blackstone Inc
COM
$104.0M904.0K
0.5%
+3.6%
Added · +32K sh
39Ge Aerospace
COM NEW
$103.5M364.9K
0.5%
+7.0%
Added · +24K sh
40Applied Matls Inc
COM
$100.5M294.0K
0.5%
+24%
Added · +56K sh
41Unitedhealth Group Inc
COM
$100.2M370.2K
0.5%
−3.1%
Reduced · −12K sh
42Micron Technology Inc
COM
$100.1M486.7K
0.5%
+93%
Added · +234K sh
43Coca Cola Co
COM
$99.6M1.31M
0.5%
+7.8%
Added · +94K sh
44Advanced Micro Devices Inc
COM
$94.3M463.6K
0.5%
+6.3%
Added · +27K sh
45Berkshire Hathaway Inc Del
CL B NEW
$91.6M191.2K
0.4%
+15%
Added · +25K sh
46Kla Corp
COM NEW
$91.6M62.2K
0.4%
+7.9%
Added · +5K sh
47Paychex Inc
COM
$89.8M975.2K
0.4%
+14%
Added · +116K sh
48Automatic Data Processing In
COM
$88.6M436.2K
0.4%
+17%
Added · +63K sh
49Ge Vernova Inc
COM
$87.2M99.9K
0.4%
+6.7%
Added · +6K sh
50Schwab Charles Corp
COM
$83.1M623.2K
0.4%
+53%
Added · +216K sh
Showing 50 of 1,506 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 20261,968$20.4B13F-HR
Q4 2025Dec 31, 2025Feb 4, 20261,877$19.6B13F-HR
Q3 2025Sep 30, 2025Dec 2, 20251,705$19.2B13F-HR
Q2 2025Jun 30, 2025Dec 2, 20251,414$17.0B13F-HR
Q1 2025Mar 31, 2025Dec 2, 20251,308$13.8B13F-HR
Q4 2024Dec 31, 2024Dec 9, 20251,227$13.6B13F-HR
Q3 2024Sep 30, 2024Dec 9, 20251,120$8.8B13F-HR
Q2 2024Jun 30, 2024Dec 9, 20251,023$8.5B13F-HR
Q1 2024Mar 31, 2024Dec 9, 2025651$7.2B13F-HR
Q4 2023Dec 31, 2023Dec 9, 20251,083$8.3B13F-HR
Q3 2023Sep 30, 2023Dec 9, 20251,050$6.5B13F-HR
Q2 2023Jun 30, 2023Dec 9, 20251,041$6.8B13F-HR
Q1 2023Mar 31, 2023Dec 9, 20251,028$6.6B13F-HR
Q4 2022Dec 31, 2022Dec 9, 2025991$6.0B13F-HR
Q3 2022Sep 30, 2022Dec 9, 2025942$5.8B13F-HR
Q2 2022Jun 30, 2022Dec 9, 20251,006$6.2B13F-HR
Q1 2022Mar 31, 2022Dec 9, 2025854$7.1B13F-HR
Q4 2021Dec 31, 2021Dec 29, 2025815$7.7B13F-HR
Q3 2021Sep 30, 2021Dec 29, 2025811$7.2B13F-HR
Q2 2021Jun 30, 2021Dec 29, 2025736$9.9B13F-HR
Q1 2021Mar 31, 2021Dec 29, 2025734$7.0B13F-HR
Q4 2020Dec 31, 2020Dec 29, 2025687$6.8B13F-HR
Q3 2020Sep 30, 2020Dec 29, 2025662$6.7B13F-HR
Q2 2020Jun 30, 2020Dec 29, 2025819$6.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.