B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q1 2025
Top Holdings740 positions
Microsoft Corporation | 1.7M | $649.4M | 6.7% | $323.13 | +14.82% | 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% | $150.45 | +26.46% | 14 qtrssince 2021-Q4 | Increased 63 |
Alphabet Inc. | 2.7M | $420.9M | 4.3% | $140.89 | +9.25% | 14 qtrssince 2021-Q4 | Increased 60 |
Visa Inc. | 961,451 | $336.9M | 3.5% | $209.59 | +65.32% | 14 qtrssince 2021-Q4 | Increased 57 |
NVIDIA Corporation | 2.9M | $318.5M | 3.3% | $23.14 | +367.22% | 14 qtrssince 2021-Q4 | Decreased 0 |
Procter & Gamble Company | 1.7M | $295.2M | 3.0% | $143.28 | +13.30% | 14 qtrssince 2021-Q4 | Increased 58 |
Thermo Fisher Scientific Inc. | 591,068 | $294.1M | 3.0% | $569.46 | -13.09% | 14 qtrssince 2021-Q4 | Increased 77 |
Coca-Cola Company | 3.9M | $281.4M | 2.9% | $53.16 | +29.31% | 14 qtrssince 2021-Q4 | Increased 55 |
UnitedHealth Group Incorporated | 443,840 | $232.5M | 2.4% | $467.59 | +7.66% | 14 qtrssince 2021-Q4 | Increased 58 |
Abbott Laboratories | 1.7M | $227.5M | 2.3% | $117.97 | +8.24% | 14 qtrssince 2021-Q4 | Increased 82 |
S&P Global, Inc. | 415,190 | $211M | 2.2% | $407.51 | +16.50% | 14 qtrssince 2021-Q4 | Decreased 0 |
Meta Platforms Inc | 349,695 | $201.5M | 2.1% | $437.75 | +31.03% | 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% | $103.49 | +64.88% | 14 qtrssince 2021-Q4 | Increased 48 |
NIKE, Inc. | 2.7M | $169.4M | 1.7% | $98.56 | -38.38% | 14 qtrssince 2021-Q4 | Increased 69 |
JPMorgan Chase & Co. | 622,565 | $152.7M | 1.6% | $187.45 | +26.38% | 14 qtrssince 2021-Q4 | Increased 61 |
Vertex Pharmaceuticals Incorporated | 314,343 | $152.4M | 1.6% | $460.09 | +5.37% | 14 qtrssince 2021-Q4 | Increased 77 |
McDonald's Corporation | 415,251 | $129.7M | 1.3% | $249.22 | +20.82% | 14 qtrssince 2021-Q4 | Increased 51 |
Mastercard Incorporated | 233,689 | $128.1M | 1.3% | $394.13 | +37.59% | 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: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 22 new positions, 32 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR