B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q4 2025
Top Holdings721 positions
MICROSOFT CORP | 1.7M | $811.7M | 7.1% | $335.46 | +43.26% | 17 qtrssince 2021-Q4 | Increased 67 |
NVIDIA CORPORATION | 3.9M | $732.7M | 6.4% | $63.56 | +192.72% | 17 qtrssince 2021-Q4 | Increased 68 |
ALPHABET INC | 2M | $633.1M | 5.5% | $141.24 | +121.18% | 17 qtrssince 2021-Q4 | Decreased 0 |
AMAZON COM INC | 2.6M | $603.3M | 5.3% | $151.79 | +52.07% | 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 | 550,050 | $363.7M | 3.2% | $546.68 | +20.43% | 16 qtrssince 2022-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 587,350 | $340.8M | 3.0% | $562.98 | +2.64% | 17 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 974,901 | $314.3M | 2.7% | $240.19 | +32.27% | 17 qtrssince 2021-Q4 | Increased 77 |
VISA INC | 883,497 | $310.3M | 2.7% | $212.29 | +64.22% | 17 qtrssince 2021-Q4 | Increased 54 |
COCA COLA CO | 4M | $277.1M | 2.4% | $53.51 | +28.17% | 17 qtrssince 2021-Q4 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 515,269 | $233.6M | 2.0% | $457.33 | -0.87% | 17 qtrssince 2021-Q4 | Increased 77 |
MCDONALDS CORP | 756,664 | $231.6M | 2.0% | $270.51 | +10.81% | 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% | $107.72 | +219.55% | 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% | $105.75 | +74.18% | 17 qtrssince 2021-Q4 | Increased 48 |
SALESFORCE INC | 611,484 | $162.1M | 1.4% | $258.99 | +1.77% | 17 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 536,041 | $161.7M | 1.4% | $160.29 | +88.11% | 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: Steady Compounder. HoldingsIntel Score: 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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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
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