B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q2 2026
Top Holdings709 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.7M | $733.3M | 6.3% | $130.52 | +60.64% | 19 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 2.5M | $711.7M | 6.1% | $189.57 | +65.34% | 19 qtrssince 2021-Q4 | Increased 71 |
ALPHABET INC-CL A | 1.8M | $651.4M | 5.6% | $116.43 | +193.75% | 19 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 2.3M | $540.8M | 4.7% | $121.86 | +113.59% | 19 qtrssince 2021-Q4 | Decreased 0 |
MICROSOFT CORP | 1.3M | $485.1M | 4.2% | $335.46 | +47.97% | 19 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 871,867 | $329.3M | 2.8% | $227.80 | +56.10% | 19 qtrssince 2021-Q4 | Increased 66 |
COCA-COLA CO/THE | 3.4M | $272.7M | 2.4% | $54.87 | +64.16% | 19 qtrssince 2021-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 780,246 | $266.1M | 2.3% | $140.97 | +140.69% | 19 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 754,633 | $247M | 2.1% | $242.59 | +46.95% | 19 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 434,801 | $244.9M | 2.1% | $550.12 | +4.73% | 18 qtrssince 2022-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 702,654 | $241.1M | 2.1% | $212.29 | +80.84% | 19 qtrssince 2021-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 454,402 | $227.8M | 2.0% | $565.53 | +12.06% | 19 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 464,509 | $221.8M | 1.9% | $161.12 | +159.24% | 19 qtrssince 2021-Q4 | Decreased 0 |
ABBVIE INC | 867,621 | $218.3M | 1.9% | $180.58 | +45.59% | 19 qtrssince 2021-Q4 | Decreased 0 |
GENERAL ELECTRIC CO COM STOCK | 569,610 | $212.9M | 1.8% | $321.58 | +10.20% | 19 qtrssince 2021-Q4 | Increased 63 |
CITIGROUP INC | 1.3M | $176.2M | 1.5% | $68.14 | +96.02% | 19 qtrssince 2021-Q4 | Decreased 0 |
MCDONALDS CORP | 631,407 | $170.7M | 1.5% | $274.92 | -2.91% | 19 qtrssince 2021-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 283,925 | $164.9M | 1.4% | $121.96 | +294.33% | 19 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 128,222 | $153.8M | 1.3% | $563.77 | +110.97% | 19 qtrssince 2021-Q4 | Increased 50 |
S&P GLOBAL INC | 325,996 | $132.8M | 1.1% | $403.69 | +8.13% | 19 qtrssince 2021-Q4 | Decreased 0 |
B. Metzler seel. Sohn & Co. AG manages $11.6B across 709 positions as of Q2 2026. Top holdings: NVDA (6.3%), AAPL (6.1%), GOOGL (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 30 new positions, 33 exits, 288 increased. Top move: AAPL (INCREASED, conviction 71). Portfolio: $11.6B across 709 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR