Swiss Life Asset Management Ltd's Q4 2024 13F: 87 new positions, 10 exits
Form 13F-HR for the quarter ended Dec 31, 2024 · filed Dec 9, 2025 · 706 reported positions · accession 0001172661-25-005245
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | NVIDIA CORPORATION (NVDA) | 5.7% | 6.7% | +1.1 pts | +2.7M sh | +66% |
| Increased | MICROSOFT CORP (MSFT) | 5.8% | 6.2% | +0.4 pts | +796K sh | +67% |
| Increased | APPLE INC (AAPL) | 6.0% | 5.9% | −0.1 pts | +919K sh | +41% |
| Increased | VERIZON COMMUNICATIONS INC (VZ) | 0.9% | 1.7% | +0.8 pts | +3.9M sh | +212% |
| Increased | ISHARES TR (EEM) | 4.5% | 3.8% | −0.8 pts | +3.52M sh | +41% |
| Increased | CME GROUP INC (CME) | 0.2% | 1.2% | +1.0 pts | +621K sh | +626% |
| Increased | AMAZON COM INC (AMZN) | 2.9% | 3.3% | +0.3 pts | +631K sh | +46% |
| Increased | TESLA INC (TSLA) | 1.2% | 2.2% | +0.9 pts | +305K sh | +73% |
| Increased | ALPHABET INC (GOOGL) | 1.8% | 2.2% | +0.4 pts | +612K sh | +65% |
| Increased | PFIZER INC (PFE) | 0.4% | 1.1% | +0.7 pts | +4.25M sh | +323% |
| Increased | BROADCOM INC (AVGO) | 1.6% | 2.1% | +0.5 pts | +438K sh | +54% |
| Increased | UNITED PARCEL SERVICE INC (UPS) | 0.5% | 1.0% | +0.6 pts | +789K sh | +270% |
| Increased | META PLATFORMS INC (META) | 2.1% | 2.1% | 0.0 pts | +167K sh | +52% |
| Increased | ALTRIA GROUP INC (MO) | 1.7% | 1.8% | +0.1 pts | +1.74M sh | +60% |
| Increased | ABBVIE INC (ABBV) | 0.9% | 1.1% | +0.1 pts | +405K sh | +97% |
| Increased | ALPHABET INC (GOOG) | 1.4% | 1.5% | +0.2 pts | +371K sh | +52% |
| Increased | JOHNSON & JOHNSON (JNJ) | 0.9% | 1.0% | +0.1 pts | +467K sh | +93% |
| Reduced | 3M CO (MMM) | 0.9% | 0.1% | −0.8 pts | −454K sh | −78% |
| Increased | CHEVRON CORP NEW (CVX) | 0.4% | 0.7% | +0.3 pts | +395K sh | +154% |
| Increased | PALANTIR TECHNOLOGIES INC (PLTR) | 0.0% | 0.4% | +0.4 pts | +633K sh | +970% |
| Increased | PAYCHEX INC (PAYX) | 0.4% | 0.6% | +0.2 pts | +340K sh | +129% |
| Increased | HOME DEPOT INC (HD) | 1.0% | 0.9% | 0.0 pts | +114K sh | +55% |
| Increased | MORGAN STANLEY (MS) | 0.4% | 0.6% | +0.2 pts | +345K sh | +97% |
| Increased | TRUIST FINL CORP (TFC) | 0.2% | 0.5% | +0.2 pts | +989K sh | +209% |
| Increased | MEDTRONIC PLC (MDT) | 0.3% | 0.5% | +0.2 pts | +531K sh | +182% |
| Increased | ELI LILLY & CO (LLY) | 1.4% | 1.1% | −0.3 pts | +54,173 sh | +38% |
| Increased | GE AEROSPACE (GE) | 0.0% | 0.3% | +0.3 pts | +240K sh | +1423% |
| Reduced | COSTCO WHSL CORP NEW (COST) | 0.9% | 0.3% | −0.6 pts | −43,259 sh | −48% |
| Increased | DOW INC (DOW) | 0.5% | 0.6% | 0.0 pts | +981K sh | +111% |
| Increased | PRICE T ROWE GROUP INC (TROW) | 0.4% | 0.5% | +0.2 pts | +342K sh | +111% |
| Increased | BLACKSTONE INC (BX) | 0.6% | 0.7% | +0.1 pts | +219K sh | +63% |
| Reduced | AT&T INC (T) | 0.6% | 0.2% | −0.5 pts | −1.61M sh | −64% |
| Increased | FIRSTENERGY CORP (FE) | 0.0% | 0.3% | +0.2 pts | +881K sh | +1897% |
| Increased | SERVICENOW INC (NOW) | 0.5% | 0.6% | +0.1 pts | +32,947 sh | +67% |
| Increased | EXXON MOBIL CORP (XOM) | 0.5% | 0.6% | 0.0 pts | +324K sh | +83% |
| Increased | INTERNATIONAL BUSINESS MACHS (IBM) | 1.1% | 0.9% | −0.1 pts | +148K sh | +35% |
| Increased | PRINCIPAL FINANCIAL GROUP IN (PFG) | 0.2% | 0.3% | +0.2 pts | +407K sh | +231% |
| Increased | BOOKING HOLDINGS INC (BKNG) | 0.3% | 0.4% | +0.2 pts | +6,025 sh | +104% |
| Increased | US BANCORP DEL (USB) | 0.3% | 0.4% | +0.1 pts | +625K sh | +115% |
| Increased | LYONDELLBASELL INDUSTRIES N (LYB) | 0.3% | 0.4% | 0.0 pts | +391K sh | +126% |
| Increased | AMGEN INC (AMGN) | 0.6% | 0.5% | −0.1 pts | +108K sh | +71% |
| Increased | ORACLE CORP (ORCL) | 0.6% | 0.6% | 0.0 pts | +160K sh | +52% |
| Increased | KRAFT HEINZ CO (KHC) | 0.0% | 0.2% | +0.2 pts | +839K sh | +3050% |
| Increased | HP INC (HPQ) | 0.0% | 0.2% | +0.2 pts | +772K sh | +634% |
| Increased | QUALCOMM INC (QCOM) | 0.4% | 0.4% | 0.0 pts | +163K sh | +78% |
| Increased | TEXAS INSTRS INC (TXN) | 0.6% | 0.6% | −0.1 pts | +132K sh | +48% |
| Increased | APPLIED MATLS INC (AMAT) | 0.2% | 0.3% | +0.1 pts | +152K sh | +151% |
| Increased | FORD MTR CO (F) | 0.1% | 0.2% | +0.1 pts | +2.39M sh | +361% |
| Increased | CROWDSTRIKE HLDGS INC (CRWD) | 0.0% | 0.2% | +0.2 pts | +68,753 sh | +661% |
| Increased | JPMORGAN CHASE & CO. (JPM) | 0.8% | 0.8% | 0.0 pts | +98,002 sh | +30% |
The 50 largest of 712 changes, by size of the trade. Full holdings for this quarter.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
† Security identifier (CUSIP) changed — read as one continuing position, not an exit and a new position:
- SUPER MICRO COMPUTER INC (SMCI): 86800U104 → 86800U302, 1,127 → 29,191 shares (share count changed with the identifier; not shown as a trade)
- ARISTA NETWORKS INC (ANET): 040413106 → 040413205, 50,733 → 337K shares (share count changed with the identifier; not shown as a trade)
- BLACKROCK INC (BLK): 09247X101 → 09290D101, 55,925 → 100K shares (share count changed with the identifier; not shown as a trade)
- LAM RESEARCH CORP (LRCX): 512807108 → 512807306, 33,888 → 399K shares (share count changed with the identifier; not shown as a trade)
Top 10 positions — 36.1% of the equity book
Changes in the top 10 this quarter: TSLA entered · LLY left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION (NVDA) | 5.7% | 6.7% | |
| 2 | MICROSOFT CORP (MSFT) | 5.8% | 6.2% | |
| 3 | APPLE INC (AAPL) | 6.0% | 5.9% | |
| 4 | ISHARES TR (EEM) | 4.5% | 3.8% | |
| 5 | AMAZON COM INC (AMZN) | 2.9% | 3.3% | |
| 6 | ALPHABET INC (GOOGL) | 1.8% | 2.2% | |
| 7 | TESLA INC (TSLA) | 1.2% | 2.2% | Entered the top 10 |
| 8 | BROADCOM INC (AVGO) | 1.6% | 2.1% | |
| 9 | META PLATFORMS INC (META) | 2.1% | 2.1% | |
| 10 | ALTRIA GROUP INC (MO) | 1.7% | 1.8% | |
| — | ELI LILLY & CO (LLY) | 1.4% | 1.1% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).