B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q4 2025
Top Holdings721 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.7M | $811.7M | 7.1% | $339.40 | +43.63% | 17 qtrssince 2021-Q4 | Increased 67 |
NVIDIA CORP | 3.9M | $732.7M | 6.4% | $130.52 | +43.69% | 17 qtrssince 2021-Q4 | Increased 68 |
ALPHABET INC-CL A | 2M | $633.1M | 5.5% | $116.43 | +169.57% | 17 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 2.6M | $603.3M | 5.3% | $121.02 | +92.14% | 17 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 2.1M | $584.7M | 5.1% | $173.60 | +56.18% | 17 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 550,050 | $363.7M | 3.2% | $550.12 | +21.05% | 16 qtrssince 2022-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 587,350 | $340.8M | 3.0% | $565.53 | +3.17% | 17 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 974,901 | $314.3M | 2.7% | $242.59 | +32.72% | 17 qtrssince 2021-Q4 | Increased 77 |
VISA INC-CLASS A SHARES | 883,497 | $310.3M | 2.7% | $212.29 | +64.22% | 17 qtrssince 2021-Q4 | Increased 54 |
COCA-COLA CO/THE | 4M | $277.1M | 2.4% | $54.23 | +29.20% | 17 qtrssince 2021-Q4 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 515,269 | $233.6M | 2.0% | $460.76 | -1.52% | 17 qtrssince 2021-Q4 | Increased 77 |
MCDONALDS CORP | 756,664 | $231.6M | 2.0% | $274.86 | +12.07% | 17 qtrssince 2021-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 1.8M | $226.5M | 2.0% | $119.09 | +3.28% | 17 qtrssince 2021-Q4 | Increased 50 |
BROADCOM INC | 645,809 | $224.2M | 2.0% | $179.57 | +92.03% | 17 qtrssince 2021-Q4 | Increased 49 |
CITIGROUP INC | 1.6M | $192M | 1.7% | $68.14 | +68.71% | 17 qtrssince 2021-Q4 | Increased 48 |
ABBVIE INC | 833,677 | $190.7M | 1.7% | $175.87 | +26.92% | 17 qtrssince 2021-Q4 | Increased 71 |
PALO ALTO NETWORKS INC | 951,880 | $175.8M | 1.5% | $140.97 | +32.54% | 17 qtrssince 2021-Q4 | Increased 48 |
SALESFORCE.COM INC | 611,484 | $162.1M | 1.4% | $262.07 | +1.47% | 17 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 536,041 | $161.7M | 1.4% | $161.12 | +85.93% | 17 qtrssince 2021-Q4 | Increased 51 |
ELI LILLY & CO | 120,516 | $129.7M | 1.1% | $528.02 | +102.55% | 17 qtrssince 2021-Q4 | Decreased 0 |
B. Metzler seel. Sohn & Co. AG manages $11.5B across 721 positions as of Q4 2025. Top holdings: MSFT (7.1%), NVDA (6.4%), GOOGL (5.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 43 new positions, 45 exits, 315 increased. Top move: JPM (INCREASED, conviction 77). Portfolio: $11.5B across 721 positions.
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Portfolio allocation by GICS sector
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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