Data as of Q4 2025 (Dec 31, 2025)

B. Metzler seel. Sohn & Co. AG

•CIK: 1847838•Filing: Q4 2025

B. Metzler seel. Sohn & Co. AG, led by the seasoned team of Jörg von Metzler and his son, Jörg von Metzler Jr., manages $11.5 billion with a focus on technology and growth stocks, as evidenced by top holdings like MSFT and NVDA. Recently, the fund has made notable moves by adding USFD and FITB, up 870% and 517% respectively, while exiting positions in RGA and WEA, reflecting a dynamic strategy in response to market opportunities.

Total AUM
$11.5B
QoQ Performance
+1.1%
Positions
717
Top 10 Concentration
47.4%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
NVDA
GOOGL
AMZN
AAPL
MSFT7.1%
NVDA6.4%
GOOGL5.5%
AMZN5.3%
AAPL5.1%
META3.2%
TMO3.0%
JPM2.7%

📈 Biggest Buys

JPM
JPMORGAN CHASE
+64.0%
2.7% of portfolio
VRTX
VERTEX PHARMAC.
+63.4%
2.0% of portfolio
ABBV
ABBVIE INC.
+67.2%
1.7% of portfolio
NFLX
NETFLIX INC.
+1267.3%
0.7% of portfolio
NVDA
NVIDIA CORP.
+9.7%
6.4% of portfolio

📉 Biggest Sells

PG
PROCTER GAMBLE
-75.1%
0.5% of portfolio
AAPL
APPLE INC.
-21.8%
5.1% of portfolio
GOOGL
ALPHABET INC.
-19.7%
5.5% of portfolio
SPGI
S&P GLOBAL INC.
-65.7%
0.7% of portfolio
PEP
PEPSICO INC.
-37.8%
0.8% of portfolio

Sector Breakdown

Technology37.6%
Other22.9%
Consumer11.6%
Healthcare10.9%
Financial10.0%
Consumer Staples3.6%
Communication1.2%
Industrial1.2%

🚪 Exited Positionssold since Q3 2025

IT
GARTNER INC.
SOLD
$12.7M
RGA
REINSUR.GRP AM.
SOLD
$11.8M
FAST
FASTENAL CO.
SOLD
$8.3M
FTNT
FORTINET INC.
SOLD
$7.6M
EQIX
EQUINIX INC.
SOLD
$7.5M
+519 more exited positions

Changes from Q3 2025

NEW1 new position
↑118 increased
↓78 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

MSFT7.1%
MICROSOFT
$811.7M
NVDA6.4%
NVIDIA CORP.
$732.7M
GOOGL5.5%
ALPHABET INC.
$633.1M
AMZN5.3%
AMAZON.COM INC.
$603.3M
AAPL5.1%
APPLE INC.
$584.7M

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