Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
B. Metzler seel. Sohn & Co. AG manages $11.5B across 721 positions as of Q4 2025. Top holdings: MSFT (7.1%), NVDA (6.4%), GOOGL (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 43 new positions, 45 exits, 315 increased. Top move: JPM (INCREASED, conviction 77). Portfolio: $11.5B across 721 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile