B. Metzler seel. Sohn & Co. AG
Net seller this quarter
$11.6B
709
-$886M
38.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $733M | 6.34% | 0.02% | -6.1% | Q4 2021 |
 AAPL | $712M | 6.15% | 0.02% | +16.1% | Q4 2021 |
 GOOGL | $651M | 5.63% | 0.01% | -8.3% | Q4 2021 |
 AMZN | $541M | 4.67% | 0.02% | -13.9% | Q4 2021 |
 MSFT | $485M | 4.19% | 0.02% | -22.3% | Q4 2021 |
 AVGO | $329M | 2.85% | 0.02% | +27.1% | Q4 2021 |
 KO | $273M | 2.36% | 0.08% | -17.5% | Q4 2021 |
 PANW | $266M | 2.30% | 0.10% | -18.0% | Q4 2021 |
 JPM | $247M | 2.13% | 0.03% | -20.5% | Q4 2021 |
 META | $245M | 2.12% | Not reported | -19.7% | Q1 2022 |
 V | $241M | 2.08% | 0.04% | -18.5% | Q4 2021 |
 TMO | $228M | 1.97% | 0.12% | -21.8% | Q4 2021 |
 TSM | $222M | 1.92% | 0.00% | -6.4% | Q4 2021 |
 ABBV | $218M | 1.89% | 0.05% | -8.7% | Q4 2021 |
 GE | $213M | 1.84% | 0.05% | +36.4% | Q4 2021 |
 C | $176M | 1.52% | 0.08% | -19.9% | Q4 2021 |
 MCD | $171M | 1.47% | 0.09% | -16.6% | Q4 2021 |
 AMD | $165M | 1.42% | 0.02% | -5.7% | Q4 2021 |
 LLY | $154M | 1.33% | 0.01% | +4.6% | Q4 2021 |
 SPGI | $133M | 1.15% | 0.11% | -19.8% | Q4 2021 |
 ABT | $119M | 1.03% | 0.08% | -28.1% | Q4 2021 |
 VRTX | $115M | 0.99% | 0.09% | -54.7% | Q4 2021 |
 MU | $115M | 0.99% | 0.01% | -38.0% | Q4 2021 |
 TSLA | $103M | 0.89% | 0.01% | +18.9% | Q4 2021 |
| GOOG | $102M | 0.88% | Not reported | -5.5% | Q4 2021 |
 AMAT | $102M | 0.88% | 0.02% | +9.6% | Q4 2021 |
 APH | $97.3M | 0.84% | 0.04% | -8.6% | Q4 2021 |
 CSCO | $95M | 0.82% | 0.02% | -14.9% | Q4 2021 |
 LRCX | $88.5M | 0.76% | 0.02% | +42.5% | Q4 2021 |
 MA | $85.7M | 0.74% | 0.01% | -0.1% | Q4 2021 |
 HD | $82.3M | 0.71% | 0.02% | -2.3% | Q4 2021 |
 JNJ | $78.9M | 0.68% | 0.01% | -32.5% | Q4 2021 |
 CAT | $66.8M | 0.58% | 0.01% | +4.3% | Q4 2021 |
 TXN | $65.8M | 0.57% | 0.02% | -17.7% | Q4 2021 |
 NFLX | $60.4M | 0.52% | 0.02% | -9.2% | Q4 2021 |
 UBER | $60M | 0.52% | 0.04% | -22.6% | Q4 2021 |
 PG | $58.3M | 0.50% | 0.02% | 0.0% | Q4 2021 |
 MRK | $57M | 0.49% | 0.02% | -2.6% | Q4 2021 |
 ADI | $55M | 0.48% | 0.03% | +13.0% | Q4 2021 |
 ANET | $51.7M | 0.45% | 0.02% | -17.5% | Q4 2021 |
 HWM | $51.7M | 0.45% | 0.05% | +13.2% | Q4 2021 |
 PEP | $51.1M | 0.44% | 0.03% | -20.4% | Q4 2021 |
 BRK.A | $48.7M | 0.42% | Not reported | Not reported | Q4 2021 |
 APP | $44.7M | 0.39% | 0.03% | +69.9% | Q1 2024 |
 WDC | $44.7M | 0.39% | 0.02% | -0.2% | Q4 2021 |
 BAC | $43.2M | 0.37% | 0.01% | +10.2% | Q4 2021 |
| BRK.B | $40.1M | 0.35% | Not reported | +20.9% | Q4 2021 |
 URI | $39.7M | 0.34% | 0.06% | -21.4% | Q4 2021 |
 SYK | $38.1M | 0.33% | 0.03% | +52.4% | Q4 2021 |
 KLAC | $37.7M | 0.33% | 0.01% | -20.4% | Q4 2021 |
| Q1 2026 | |||||
| NVDA | $680M | 6.32% | 0.02% | -0.6% | Q4 2021 |
| MSFT | $619M | 5.75% | 0.02% | -0.1% | Q4 2021 |
| GOOGL | $571M | 5.30% | 0.02% | -1.8% | Q4 2021 |
| AMZN | $549M | 5.09% | 0.02% | +1.0% | Q4 2021 |
| AAPL | $538M | 4.99% | 0.01% | -1.4% | Q4 2021 |
| META | $310M | 2.87% | Not reported | -1.6% | Q1 2022 |
| KO | $309M | 2.87% | 0.09% | +2.6% | Q4 2021 |
| TMO | $286M | 2.65% | 0.16% | -1.0% | Q4 2021 |
| JPM | $279M | 2.59% | 0.04% | -2.7% | Q4 2021 |
| V | $261M | 2.42% | 0.05% | -2.4% | Q4 2021 |
| MCD | $235M | 2.19% | 0.11% | +0.1% | Q4 2021 |
| VRTX | $228M | 2.12% | 0.20% | -0.8% | Q4 2021 |
| AVGO | $212M | 1.97% | 0.01% | +6.2% | Q4 2021 |
| ABBV | $207M | 1.92% | 0.05% | +14.0% | Q4 2021 |
| ABT | $187M | 1.74% | 0.10% | +1.0% | Q4 2021 |
| C | $178M | 1.65% | 0.09% | -4.4% | Q4 2021 |
| SPGI | $173M | 1.61% | 0.14% | +177.1% | Q4 2021 |
| TSM | $168M | 1.56% | 0.00% | -7.4% | Q4 2021 |
| PANW | $153M | 1.42% | 0.12% | -0.1% | Q4 2021 |
| GE | $118M | 1.10% | 0.04% | +403.0% | Q4 2021 |
| LLY | $113M | 1.05% | 0.01% | +1.7% | Q4 2021 |
| JNJ | $113M | 1.04% | 0.02% | -4.1% | Q4 2021 |
| NFLX | $89.6M | 0.83% | 0.02% | +14.5% | Q4 2021 |
| GOOG | $87.8M | 0.81% | Not reported | -5.2% | Q4 2021 |
| MA | $83.5M | 0.78% | 0.01% | -6.2% | Q4 2021 |
| HD | $78.5M | 0.73% | 0.02% | +4.6% | Q4 2021 |
| UBER | $77.3M | 0.72% | 0.05% | -1.5% | Q4 2021 |
| TSLA | $76.9M | 0.71% | 0.01% | +23.4% | Q4 2021 |
| APH | $76.2M | 0.71% | 0.05% | -2.1% | Q4 2021 |
| CSCO | $73.8M | 0.68% | 0.02% | -0.1% | Q4 2021 |
| PEP | $73.5M | 0.68% | 0.03% | -24.9% | Q4 2021 |
| AMD | $61.2M | 0.57% | 0.02% | +7.6% | Q4 2021 |
| PG | $57.4M | 0.53% | 0.02% | -5.1% | Q4 2021 |
| MRK | $54.7M | 0.51% | 0.02% | -2.3% | Q4 2021 |
| MU | $54.1M | 0.50% | 0.01% | +103.8% | Q4 2021 |
| TXN | $52.1M | 0.48% | 0.03% | +1.8% | Q4 2021 |
| BRK.A | $46.7M | 0.43% | Not reported | +3.2% | Q4 2021 |
| ANET | $45.3M | 0.42% | 0.03% | -7.5% | Q4 2021 |
| AMAT | $43.9M | 0.41% | 0.02% | -15.0% | Q4 2021 |
| CAT | $42.6M | 0.40% | 0.01% | -13.7% | Q4 2021 |
| HWM | $39.1M | 0.36% | 0.04% | -11.5% | Q4 2021 |
| ADI | $39M | 0.36% | 0.03% | -9.3% | Q4 2021 |
 WMT | $37.9M | 0.35% | 0.00% | +0.1% | Q4 2021 |
 UNP | $37.8M | 0.35% | 0.03% | -0.7% | Q4 2021 |
 MELI | $37.2M | 0.35% | 0.04% | +10.6% | Q4 2021 |
 FAST | $34.4M | 0.32% | 0.06% | +561.0% | Q4 2021 |
 XOM | $34M | 0.32% | 0.00% | +3.9% | Q4 2021 |
| BAC | $33.5M | 0.31% | 0.01% | -2.4% | Q4 2021 |
| URI | $32.5M | 0.30% | 0.07% | +202.3% | Q4 2021 |
| BRK.B | $31.8M | 0.29% | Not reported | -4.1% | Q4 2021 |
| Q4 2025 | |||||
| MSFT | $812M | 7.08% | 0.02% | +8.5% | Q4 2021 |
| NVDA | $733M | 6.39% | 0.02% | +9.7% | Q4 2021 |
| GOOGL | $633M | 5.52% | 0.02% | -19.7% | Q4 2021 |
| AMZN | $603M | 5.26% | 0.02% | -2.3% | Q4 2021 |
| AAPL | $585M | 5.10% | 0.01% | -21.8% | Q4 2021 |
| META | $364M | 3.17% | Not reported | -0.7% | Q1 2022 |
| TMO | $341M | 2.97% | 0.16% | -4.7% | Q4 2021 |
| JPM | $314M | 2.74% | 0.04% | +64.0% | Q4 2021 |
| V | $310M | 2.71% | 0.05% | +2.0% | Q4 2021 |
| KO | $277M | 2.42% | 0.09% | -2.0% | Q4 2021 |
| VRTX | $234M | 2.04% | 0.20% | +63.4% | Q4 2021 |
| MCD | $232M | 2.02% | 0.11% | -0.5% | Q4 2021 |
| ABT | $226M | 1.98% | 0.10% | +3.0% | Q4 2021 |
| AVGO | $224M | 1.96% | 0.01% | +1.9% | Q4 2021 |
| C | $192M | 1.67% | 0.09% | +0.6% | Q4 2021 |
| ABBV | $191M | 1.66% | 0.05% | +67.2% | Q4 2021 |
| PANW | $176M | 1.53% | 0.14% | +0.6% | Q4 2021 |
 CRM | $162M | 1.41% | 0.07% | -13.0% | Q4 2021 |
| TSM | $162M | 1.41% | 0.00% | +6.0% | Q4 2021 |
| LLY | $130M | 1.13% | 0.01% | -13.8% | Q4 2021 |
| MA | $102M | 0.89% | 0.01% | -23.1% | Q4 2021 |
| GOOG | $101M | 0.88% | Not reported | +16.5% | Q4 2021 |
| JNJ | $99.4M | 0.87% | 0.02% | +10.5% | Q4 2021 |
| PEP | $90.5M | 0.79% | 0.05% | -37.8% | Q4 2021 |
| UBER | $89.2M | 0.78% | 0.05% | +137.6% | Q4 2021 |
| APH | $83.5M | 0.73% | 0.05% | -24.8% | Q4 2021 |
| HD | $78.6M | 0.69% | 0.02% | +8.4% | Q4 2021 |
| SPGI | $76.8M | 0.67% | 0.05% | -65.7% | Q4 2021 |
| NFLX | $76.3M | 0.67% | 0.02% | +36.7% | Q4 2021 |
| TSLA | $75.4M | 0.66% | 0.00% | -4.1% | Q4 2021 |
| CSCO | $73.3M | 0.64% | 0.02% | +11.5% | Q4 2021 |
| PG | $60.1M | 0.52% | 0.02% | -75.1% | Q4 2021 |
| AMD | $60M | 0.52% | 0.02% | -12.9% | Q4 2021 |
| ANET | $52.6M | 0.46% | 0.03% | +9.5% | Q4 2021 |
 AXP | $49.3M | 0.43% | 0.02% | +40.8% | Q4 2021 |
| MRK | $49.1M | 0.43% | 0.02% | +4.2% | Q4 2021 |
| BRK.A | $47.6M | 0.41% | Not reported | Not reported | Q4 2021 |
| TXN | $45.8M | 0.40% | 0.03% | -0.7% | Q4 2021 |
| CAT | $39.9M | 0.35% | 0.02% | +17.9% | Q4 2021 |
| HWM | $39.6M | 0.35% | 0.05% | -30.0% | Q4 2021 |
| MELI | $39.3M | 0.34% | 0.04% | +25.9% | Q4 2021 |
| AMAT | $38.9M | 0.34% | 0.02% | -10.4% | Q4 2021 |
| BAC | $38.8M | 0.34% | 0.01% | +3.9% | Q4 2021 |
 BKNG | $37M | 0.32% | 0.02% | -40.4% | Q4 2021 |
| ADI | $36.6M | 0.32% | 0.03% | +2.4% | Q4 2021 |
| UNP | $36.3M | 0.32% | 0.03% | -6.2% | Q4 2021 |
| BRK.B | $34.7M | 0.30% | Not reported | +2.5% | Q4 2021 |
| WMT | $34M | 0.30% | 0.00% | +0.2% | Q4 2021 |
 ORCL | $33.9M | 0.30% | 0.01% | +18.3% | Q4 2021 |
 CTAS | $32.9M | 0.29% | 0.04% | -28.3% | Q4 2021 |
| Q3 2025 | |||||
| MSFT | $800M | 7.05% | 0.02% | -10.7% | Q4 2021 |
| AAPL | $700M | 6.17% | 0.02% | +2.6% | Q4 2021 |
| NVDA | $667M | 5.88% | 0.01% | +19.0% | Q4 2021 |
| GOOGL | $612M | 5.40% | 0.02% | -8.4% | Q4 2021 |
| AMZN | $586M | 5.17% | 0.03% | +2.0% | Q4 2021 |
| META | $407M | 3.59% | Not reported | +25.8% | Q1 2022 |
| TMO | $299M | 2.64% | 0.16% | +0.5% | Q4 2021 |
| V | $296M | 2.61% | 0.05% | -2.5% | Q4 2021 |
| KO | $268M | 2.36% | 0.09% | +2.3% | Q4 2021 |
| PG | $259M | 2.28% | 0.07% | -2.3% | Q4 2021 |
| ABT | $235M | 2.07% | 0.10% | +1.6% | Q4 2021 |
| MCD | $231M | 2.04% | 0.11% | +81.1% | Q4 2021 |
| AVGO | $209M | 1.84% | 0.01% | -8.5% | Q4 2021 |
| SPGI | $208M | 1.84% | 0.14% | +2.3% | Q4 2021 |
| PANW | $193M | 1.70% | 0.14% | +1.8% | Q4 2021 |
| JPM | $187M | 1.65% | 0.02% | +1.8% | Q4 2021 |
| CRM | $166M | 1.47% | 0.07% | +10.0% | Q4 2021 |
| C | $166M | 1.46% | 0.09% | +0.1% | Q4 2021 |
| PEP | $142M | 1.26% | 0.07% | +154.9% | Q4 2021 |
| TSM | $141M | 1.25% | 0.00% | +9.9% | Q4 2021 |
| MA | $132M | 1.16% | 0.02% | +0.4% | Q4 2021 |
| VRTX | $124M | 1.09% | 0.12% | -1.3% | Q4 2021 |
| ABBV | $115M | 1.02% | 0.03% | +5.9% | Q4 2021 |
| LLY | $107M | 0.94% | 0.01% | +28.0% | Q4 2021 |
| APH | $101M | 0.89% | 0.07% | -9.9% | Q4 2021 |
| HD | $85.3M | 0.75% | 0.02% | +4.5% | Q4 2021 |
| JNJ | $80.6M | 0.71% | 0.02% | -2.0% | Q4 2021 |
| TSLA | $77.7M | 0.69% | 0.01% | +5.1% | Q4 2021 |
| NFLX | $71.4M | 0.63% | 0.01% | +0.6% | Q4 2021 |
| GOOG | $67.5M | 0.60% | Not reported | +11.5% | Q4 2021 |
| BKNG | $62.4M | 0.55% | 0.04% | +0.3% | Q4 2021 |
| CSCO | $58.4M | 0.51% | 0.02% | +5.2% | Q4 2021 |
| HWM | $53.8M | 0.47% | 0.07% | -18.9% | Q4 2021 |
| ANET | $53.1M | 0.47% | 0.03% | -10.2% | Q4 2021 |
| AMD | $52M | 0.46% | 0.02% | -1.0% | Q4 2021 |
| CTAS | $49.9M | 0.44% | 0.06% | -1.6% | Q4 2021 |
 AZO | $49.3M | 0.43% | 0.07% | +54.2% | Q4 2021 |
| TXN | $48.7M | 0.43% | 0.03% | +5.9% | Q4 2021 |
| BRK.A | $47.5M | 0.42% | Not reported | Not reported | Q4 2021 |
 COST | $47.5M | 0.42% | 0.01% | +1.5% | Q4 2021 |
| UBER | $45M | 0.40% | 0.02% | +454.6% | Q4 2021 |
 BR | $44.6M | 0.39% | 0.16% | -4.3% | Q4 2021 |
 SHW | $41.7M | 0.37% | 0.05% | +4.3% | Q4 2021 |
| ORCL | $41.2M | 0.36% | 0.01% | +0.6% | Q4 2021 |
| UNP | $39.5M | 0.35% | 0.03% | +13.6% | Q4 2021 |
 MRSH | $38M | 0.34% | 0.04% | +3.0% | Q4 2021 |
| MRK | $37.5M | 0.33% | 0.02% | -0.2% | Q4 2021 |
| MELI | $36.2M | 0.32% | 0.03% | +14.7% | Q4 2021 |
 CL | $35.9M | 0.32% | 0.06% | +1.2% | Q4 2021 |
| BAC | $35M | 0.31% | 0.01% | +11.2% | Q4 2021 |