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Swiss Re Ltd

Portfolio Manager
Swiss Re Ltd
Performance
+0.00% (2025 Q4)
AUM (13F)
$16.36M
# of Holdings
239
Performance Rank
Allocation (Top 20)
65.83%

Swiss Re Ltd Holdings Map

Top 50 Swiss Re Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RSP
INVESCO S&P 500 EQUAL WEIGHT.
33.43%28.5K$5.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 28.5K shares
$191.74(+6.22%)
2026-03-31
NVDA
NVIDIA CORP.
5.25%4.9K$859K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.9K shares2026-Q1: 4.9K shares
$186.54(+26.38%)
2026-03-31
AAPL
APPLE INC.
4.31%2.8K$705K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.8K shares2026-Q1: 2.8K shares
$263.24(+13.28%)
2026-03-31
MSFT
MICROSOFT CORP.
3.63%1.6K$594K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.6K shares2026-Q1: 1.6K shares
$500.79(-18.24%)
2026-03-31
GOOGL
ALPHABET INC-CL A.
2.54%1.4K$416K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.4K shares2026-Q1: 1.4K shares
$278.05(+44.24%)
2026-03-31
GOOG
ALPHABET INC-CL C.
2.2%1.3K$360K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.3K shares2026-Q1: 1.3K shares
$278.67(+42.52%)
2026-03-31
AMZN
AMAZON.COM INC.
2.07%1.6K$339K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.6K shares2026-Q1: 1.6K shares
$225.20(+18.66%)
2026-03-31
AVGO
BROADCOM INC.
1.77%938$290K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 938 shares2026-Q1: 938 shares
$344.94(+27.50%)
2026-03-31
META
META PLATFORMS INC-CLASS A.
1.66%474$271K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 474 shares2026-Q1: 474 shares
$697.24(-11.30%)
2026-03-31
V
VISA INC-CLASS A SHARES.
1.05%567$171K
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 567 shares2026-Q1: 567 shares
$346.04(-6.80%)
2026-03-31

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