B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q1 2025
Top Holdings740 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.7M | $649.4M | 6.7% | $326.82 | +15.29% | 14 qtrssince 2021-Q4 | Increased 63 |
APPLE INC | 2.7M | $595.8M | 6.1% | $171.54 | +28.70% | 14 qtrssince 2021-Q4 | Increased 63 |
AMAZON.COM INC | 2.6M | $500.5M | 5.2% | $119.03 | +61.91% | 14 qtrssince 2021-Q4 | Increased 63 |
ALPHABET INC-CL A | 2.7M | $420.9M | 4.3% | $115.79 | +32.91% | 14 qtrssince 2021-Q4 | Increased 60 |
VISA INC-CLASS A SHARES | 961,451 | $336.9M | 3.5% | $209.59 | +65.32% | 14 qtrssince 2021-Q4 | Increased 57 |
NVIDIA CORP | 2.9M | $318.5M | 3.3% | $113.18 | -3.12% | 14 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.7M | $295.2M | 3.0% | $144.23 | +13.30% | 14 qtrssince 2021-Q4 | Increased 58 |
THERMO FISHER SCIENTIFIC INC | 591,068 | $294.1M | 3.0% | $572.07 | -12.80% | 14 qtrssince 2021-Q4 | Increased 77 |
COCA-COLA CO/THE | 3.9M | $281.4M | 2.9% | $53.89 | +27.79% | 14 qtrssince 2021-Q4 | Increased 55 |
UNITEDHEALTH GROUP INC | 443,840 | $232.5M | 2.4% | $475.52 | +6.36% | 14 qtrssince 2021-Q4 | Increased 58 |
ABBOTT LABORATORIES | 1.7M | $227.5M | 2.3% | $118.70 | +8.24% | 14 qtrssince 2021-Q4 | Increased 82 |
S&P GLOBAL INC | 415,190 | $211M | 2.2% | $433.90 | +15.17% | 14 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 349,695 | $201.5M | 2.1% | $440.33 | +30.69% | 13 qtrssince 2022-Q1 | Increased 82 |
CITIGROUP INC | 2.6M | $186.7M | 1.9% | $67.81 | +1.05% | 14 qtrssince 2021-Q4 | Increased 78 |
PALO ALTO NETWORKS INC | 1M | $177.5M | 1.8% | $139.55 | +23.80% | 14 qtrssince 2021-Q4 | Increased 48 |
NIKE INC -CL B | 2.7M | $169.4M | 1.7% | $101.50 | -38.77% | 14 qtrssince 2021-Q4 | Increased 69 |
JPMORGAN CHASE & CO | 622,565 | $152.7M | 1.6% | $189.56 | +25.54% | 14 qtrssince 2021-Q4 | Increased 61 |
VERTEX PHARMACEUTICALS INC | 314,343 | $152.4M | 1.6% | $465.61 | +5.82% | 14 qtrssince 2021-Q4 | Increased 77 |
MCDONALDS CORP | 415,251 | $129.7M | 1.3% | $253.11 | +19.25% | 14 qtrssince 2021-Q4 | Increased 51 |
MASTERCARD INC - A | 233,689 | $128.1M | 1.3% | $396.66 | +35.51% | 14 qtrssince 2021-Q4 | Increased 49 |
B. Metzler seel. Sohn & Co. AG manages $9.7B across 740 positions as of Q1 2025. Top holdings: MSFT (6.7%), AAPL (6.1%), AMZN (5.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 21 new positions, 31 exits, 290 increased. Top move: ABT (INCREASED, conviction 82). Portfolio: $9.7B across 740 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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