AI Analysis · Q1 2026

1. Portfolio Overview

Swiss Life Asset Management Ltd reported a significant expansion in its U.S. equity portfolio for the quarter ending September 30, 2025. The total portfolio value surged by 16.4%, rising from $8.31 billion to $9.67 billion. This growth is attributable to a combination of strong market performance in core holdings and active capital deployment.

The portfolio demonstrates a high degree of diversification, comprising 811 individual holdings. However, despite the large nu...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Filing history

2026Q1Mar 31

$20.4B▲ 4.1%

1,968 positionsView →2025Q4Dec 31

$19.6B▲ 102.9%

1,877 positionsView →2025Q3Sep 30

$9.7B▲ 16.4%

811 positionsView →2025Q2Jun 30

$8.3B▲ 30.4%

657 positionsLocked 2025Q1Mar 31

$6.4B▲ 1.6%

590 positionsLocked 2024Q4Dec 31

$6.3B▲ 60.9%

551 positionsLocked 2024Q3Sep 30

$3.9B▲ 4.3%

497 positionsLocked 2024Q2Jun 30

$3.7B▲ 19.7%

452 positionsLocked 2024Q1Mar 31

$3.1B▼ 6.7%

283 positionsLocked 2023Q4Dec 31

$3.3B▲ 27.0%

484 positionsLocked 2023Q3Sep 30

$2.6B▲ 0.0%

462 positionsLocked 2023Q2Jun 30

$2.6B▲ 2.3%

452 positionsLocked

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