B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q2 2025
Top Holdings719 positions
Microsoft Corp. | 1.7M | $860.1M | 8.2% | $323.13 | +52.43% | 15 qtrssince 2021-Q4 | Decreased 0 |
Amazon.com, Inc. | 2.6M | $574.3M | 5.5% | $150.45 | +45.82% | 15 qtrssince 2021-Q4 | Decreased 0 |
Apple Inc. | 2.7M | $549.9M | 5.3% | $171.54 | +19.03% | 15 qtrssince 2021-Q4 | Decreased 0 |
Alphabet Inc. | 2.7M | $484.5M | 4.6% | $141.24 | +24.34% | 15 qtrssince 2021-Q4 | Increased 58 |
NVIDIA Corp. | 3M | $474.8M | 4.5% | $26.09 | +504.12% | 15 qtrssince 2021-Q4 | Increased 59 |
Meta Platforms Inc | 440,313 | $325M | 3.1% | $498.95 | +47.33% | 14 qtrssince 2022-Q1 | Increased 70 |
Visa Inc | 888,679 | $315.5M | 3.0% | $209.59 | +67.77% | 15 qtrssince 2021-Q4 | Decreased 0 |
Coca-Cola Co (The) | 4M | $279.6M | 2.7% | $53.25 | +28.44% | 15 qtrssince 2021-Q4 | Increased 53 |
The Procter & Gamble Co. | 1.7M | $274.5M | 2.6% | $144.23 | +6.58% | 15 qtrssince 2021-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 613,725 | $248.8M | 2.4% | $563.34 | -28.34% | 15 qtrssince 2021-Q4 | Increased 55 |
Abbott Laboratories | 1.7M | $234.9M | 2.2% | $118.79 | +11.41% | 15 qtrssince 2021-Q4 | Increased 53 |
S&P Global Inc | 418,250 | $220.5M | 2.1% | $408.14 | +20.94% | 15 qtrssince 2021-Q4 | Increased 53 |
Broadcom Inc | 692,183 | $190.8M | 1.8% | $103.13 | +164.86% | 15 qtrssince 2021-Q4 | Increased 51 |
Palo Alto Networks Inc | 929,327 | $190.2M | 1.8% | $103.49 | +97.73% | 15 qtrssince 2021-Q4 | Decreased 0 |
NIKE INC | 2.7M | $189M | 1.8% | $98.56 | -30.59% | 15 qtrssince 2021-Q4 | Decreased 0 |
SALESFORCE COM INC | 638,860 | $174.2M | 1.7% | $261.34 | +3.47% | 15 qtrssince 2021-Q4 | Increased 77 |
JPMorgan Chase & Co. | 583,668 | $169.2M | 1.6% | $188.39 | +50.28% | 15 qtrssince 2021-Q4 | Decreased 0 |
Vertex Pharmaceuticals Incorporated | 319,621 | $142.3M | 1.4% | $459.85 | -3.19% | 15 qtrssince 2021-Q4 | Increased 48 |
CITIGROUP INC | 1.6M | $138.9M | 1.3% | $67.81 | +22.13% | 15 qtrssince 2021-Q4 | Decreased 0 |
MasterCard Incorporated | 230,985 | $129.8M | 1.2% | $394.73 | +41.29% | 15 qtrssince 2021-Q4 | Decreased 0 |
B. Metzler seel. Sohn & Co. AG manages $10.5B across 719 positions as of Q2 2025. Top holdings: MSFT (8.2%), AMZN (5.5%), AAPL (5.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 23 new positions, 44 exits, 288 increased. Top move: CRM (INCREASED, conviction 77). Portfolio: $10.5B across 719 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
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR