B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q2 2025
Top Holdings719 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.7M | $860.1M | 8.2% | $326.82 | +51.22% | 15 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 2.6M | $574.3M | 5.5% | $119.03 | +87.60% | 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-CL A | 2.7M | $484.5M | 4.6% | $116.43 | +53.10% | 15 qtrssince 2021-Q4 | Increased 58 |
NVIDIA CORP | 3M | $474.8M | 4.5% | $114.16 | +38.17% | 15 qtrssince 2021-Q4 | Increased 59 |
META PLATFORMS INC-CLASS A | 440,313 | $325M | 3.1% | $500.46 | +46.37% | 14 qtrssince 2022-Q1 | Increased 70 |
VISA INC-CLASS A SHARES | 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% | $53.97 | +28.42% | 15 qtrssince 2021-Q4 | Increased 53 |
PROCTER & GAMBLE CO/THE | 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% | $565.99 | -27.98% | 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% | $434.50 | +18.71% | 15 qtrssince 2021-Q4 | Increased 53 |
BROADCOM INC | 692,183 | $190.8M | 1.8% | $176.37 | +55.15% | 15 qtrssince 2021-Q4 | Increased 51 |
PALO ALTO NETWORKS INC | 929,327 | $190.2M | 1.8% | $139.55 | +43.73% | 15 qtrssince 2021-Q4 | Decreased 0 |
NIKE INC -CL B | 2.7M | $189M | 1.8% | $101.50 | -29.84% | 15 qtrssince 2021-Q4 | Decreased 0 |
SALESFORCE.COM INC | 638,860 | $174.2M | 1.7% | $263.80 | +3.30% | 15 qtrssince 2021-Q4 | Increased 77 |
JPMORGAN CHASE & CO | 583,668 | $169.2M | 1.6% | $189.56 | +49.33% | 15 qtrssince 2021-Q4 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 319,621 | $142.3M | 1.4% | $465.21 | -5.14% | 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 INC - A | 230,985 | $129.8M | 1.2% | $396.66 | +38.16% | 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: Concentrated Value. HoldingsIntel Rating: 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.
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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