Swiss Life Asset Management Ltd

New 13F: Q3 2026

Swiss Life Asset Management Ltd filed its 13F for the quarter ended Sep 30, 2026 on Nov 3, 2026: $12.0B in AI and semiconductor stocks; $694.2M bought and $1.0B sold against its previous quarter, at the quarter's prices.

Swiss Life Asset Management Ltd declares $11.8B in 175 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 48.7% of its $24.1B 13F portfolio. Largest positions: NVIDIA (0.04% of the company) and Alphabet (0.03% of the company). Over time: $11.8B in 175 of these companies for Q2 2026, against $1.2B in 64 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $628.9M and sold $301.2M of these stocks, at the quarter's prices: a net purchase of $327.8M; 27 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio Swiss Life Asset Management Ltd declared for Q2 2026 (Form 13F), held unchanged, returned +5.1% in Q3 2026 (SMH -7.1%), ranked 575 of 1,785 active managers. Over the last 12 months, quarter after quarter: +25.4% (SMH +87.2%), ranked 906 of 1,360 active managers. Over three years, quarter after quarter: +147.0% (SMH +325.8%), ranked 389 of 784 active managers. Over five years, quarter after quarter: +162.5% (SMH +389.8%), ranked 244 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. NVIDIA (NVDA): $1.8B, 9.0M shares, 0.04% of the company, 7.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Alphabet (GOOGL): $1.4B, 4.0M shares, 0.03% of the company, 5.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Apple (AAPL): $1.3B, 4.5M shares, 0.03% of the company, 5.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
  4. Microsoft (MSFT): $1.1B, 2.9M shares, 0.04% of the company, 4.5% of its portfolio (added this quarter); held since Q4 2019 or earlier
  5. Broadcom (AVGO): $633.6M, 1.7M shares, 0.04% of the company, 2.6% of its portfolio (added this quarter); held since Q4 2019 or earlier
  6. Amazon (AMZN): $611.7M, 2.6M shares, 0.02% of the company, 2.5% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. Meta Platforms (META): $469.7M, 833,848 shares, 0.03% of the company, 1.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
  8. Lam Research (LRCX): $333.4M, 769,346 shares, 0.06% of the company, 1.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  9. Micron (MU): $315.2M, 273,075 shares, 0.02% of the company, 1.3% of its portfolio; held since Q4 2019 or earlier
  10. AMD (AMD): $295.7M, 508,975 shares, 0.03% of the company, 1.2% of its portfolio (added this quarter); held since Q4 2019 or earlier
  11. Applied Materials (AMAT): $208.4M, 288,215 shares, 0.04% of the company, 0.86% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. Cisco (CSCO): $207.0M, 1.8M shares, 0.04% of the company, 0.86% of its portfolio (added this quarter); held since Q4 2019 or earlier
  13. Caterpillar (CAT): $195.7M, 183,734 shares, 0.04% of the company, 0.81% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. KLA (KLAC): $173.2M, 574,006 shares, 0.04% of the company, 0.72% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  15. Texas Instruments (TXN): $153.5M, 514,870 shares, 0.06% of the company, 0.64% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

Biggest changes this quarter

Other holders of this size

Follow Swiss Life Asset Management Ltd's SEC filings (Atom feed)

All holders · Who owns each AI company · All tracked companies · The AI market