B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q1 2026
Top Holdings712 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.9M | $680.4M | 6.3% | $130.52 | +72.52% | 18 qtrssince 2021-Q4 | Decreased 0 |
MICROSOFT CORP | 1.7M | $619.5M | 5.8% | $339.40 | +45.96% | 18 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2M | $571.3M | 5.3% | $116.43 | +197.10% | 18 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 2.6M | $548.6M | 5.1% | $121.86 | +115.54% | 18 qtrssince 2021-Q4 | Increased 61 |
APPLE INC | 2.1M | $537.9M | 5.0% | $173.60 | +76.23% | 18 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 541,239 | $309.7M | 2.9% | $550.12 | +7.22% | 17 qtrssince 2022-Q1 | Decreased 0 |
COCA-COLA CO/THE | 4.1M | $309.3M | 2.9% | $54.87 | +59.84% | 18 qtrssince 2021-Q4 | Increased 54 |
THERMO FISHER SCIENTIFIC INC | 581,290 | $285.7M | 2.7% | $565.53 | +4.03% | 18 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 948,734 | $279.1M | 2.6% | $242.59 | +49.57% | 18 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 862,606 | $260.7M | 2.4% | $212.29 | +71.53% | 18 qtrssince 2021-Q4 | Decreased 0 |
MCDONALDS CORP | 757,480 | $235.4M | 2.2% | $274.92 | -0.76% | 18 qtrssince 2021-Q4 | Increased 52 |
VERTEX PHARMACEUTICALS INC | 511,036 | $228.2M | 2.1% | $460.76 | +9.76% | 18 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 685,915 | $212.3M | 2.0% | $188.62 | +108.35% | 18 qtrssince 2021-Q4 | Increased 51 |
ABBVIE INC | 950,385 | $206.7M | 1.9% | $180.58 | +38.15% | 18 qtrssince 2021-Q4 | Increased 55 |
ABBOTT LABORATORIES | 1.8M | $187.3M | 1.7% | $118.92 | -6.45% | 18 qtrssince 2021-Q4 | Increased 48 |
CITIGROUP INC | 1.6M | $178.2M | 1.7% | $68.20 | +104.31% | 18 qtrssince 2021-Q4 | Decreased 0 |
S&P GLOBAL INC | 406,514 | $172.9M | 1.6% | $441.01 | -5.04% | 18 qtrssince 2021-Q4 | Increased 77 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 496,202 | $167.7M | 1.6% | $161.12 | +164.61% | 18 qtrssince 2021-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 951,378 | $152.5M | 1.4% | $140.97 | +172.58% | 18 qtrssince 2021-Q4 | Decreased 0 |
GENERAL ELECTRIC CO COM STOCK | 417,506 | $118.5M | 1.1% | $302.75 | +21.68% | 18 qtrssince 2021-Q4 | Increased 76 |
B. Metzler seel. Sohn & Co. AG manages $10.8B across 712 positions as of Q1 2026. Top holdings: NVDA (6.3%), MSFT (5.8%), GOOGL (5.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 34 new positions, 43 exits, 257 increased. Top move: SPGI (INCREASED, conviction 77). Portfolio: $10.8B across 712 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