B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q3 2025
Top Holdings723 positions
MICROSOFT | 1.5M | $799.9M | 7.1% | $323.13 | +58.98% | 16 qtrssince 2021-Q4 | Decreased 0 |
APPLE | 2.7M | $700M | 6.2% | $173.60 | +46.14% | 16 qtrssince 2021-Q4 | Increased 63 |
NVIDIA | 3.6M | $667.1M | 5.9% | $51.63 | +260.51% | 16 qtrssince 2021-Q4 | Increased 72 |
ALPHABET - CLASS A | 2.5M | $612.5M | 5.4% | $141.24 | +71.67% | 16 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM | 2.7M | $586.1M | 5.2% | $151.79 | +44.66% | 16 qtrssince 2021-Q4 | Increased 62 |
META PLATFORMS | 553,798 | $406.7M | 3.6% | $546.68 | +33.88% | 15 qtrssince 2022-Q1 | Increased 70 |
THERMO FISHER SCIENTIFIC | 616,501 | $299M | 2.6% | $562.98 | -14.15% | 16 qtrssince 2021-Q4 | Increased 53 |
VISA - CLASS A | 866,302 | $295.7M | 2.6% | $209.59 | +61.59% | 16 qtrssince 2021-Q4 | Decreased 0 |
COCA-COLA | 4M | $268.1M | 2.4% | $53.51 | +20.74% | 16 qtrssince 2021-Q4 | Increased 54 |
PROCTER & GAMBLE | 1.7M | $258.7M | 2.3% | $143.28 | +3.49% | 16 qtrssince 2021-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $234.9M | 2.1% | $118.25 | +10.04% | 16 qtrssince 2021-Q4 | Increased 53 |
MCDONALDS | 760,765 | $231.2M | 2.0% | $270.51 | +9.52% | 16 qtrssince 2021-Q4 | Increased 81 |
BROADCOM | 633,525 | $209M | 1.8% | $103.13 | +217.53% | 16 qtrssince 2021-Q4 | Decreased 0 |
S&P GLOBAL | 427,735 | $208.2M | 1.8% | $409.21 | +11.53% | 16 qtrssince 2021-Q4 | Increased 49 |
PALO ALTO NETWORKS INC | 946,277 | $192.7M | 1.7% | $105.29 | +93.39% | 16 qtrssince 2021-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 594,295 | $187.5M | 1.7% | $189.61 | +62.43% | 16 qtrssince 2021-Q4 | Increased 49 |
SALESFORCE | 702,501 | $166.5M | 1.5% | $258.54 | -9.10% | 16 qtrssince 2021-Q4 | Increased 53 |
CITIGROUP INC | 1.6M | $165.8M | 1.5% | $67.84 | +46.52% | 16 qtrssince 2021-Q4 | Increased 48 |
PEPSICO | 1M | $142.4M | 1.3% | $140.73 | -4.09% | 16 qtrssince 2021-Q4 | Increased 77 |
TAIWAN SEMICONDUCTOR ADR | 505,588 | $141.2M | 1.2% | $151.78 | +82.08% | 16 qtrssince 2021-Q4 | Increased 52 |
B. Metzler seel. Sohn & Co. AG manages $11.3B across 723 positions as of Q3 2025. Top holdings: MSFT (7.1%), AAPL (6.2%), NVDA (5.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 24 new positions, 20 exits, 268 increased. Top move: MCD (INCREASED, conviction 81). Portfolio: $11.3B across 723 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR