B. Metzler seel. Sohn & Co. AG
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), B. Metzler seel. Sohn & Co. AG reported 750 stock positions worth $9.7 billion. Its top holding was Microsoft (MSFT) at 7.3% of the portfolio, followed by Apple (AAPL, 6.7%) and Amazon.com (AMZN, 5.7%). Compared with Q3 2024, it opened 33 new positions, sold out of 40, added to 196 and reduced 352. The biggest buy was Abbott Laboratories (ABT, shares +305%) and the biggest sale Unitedhealth (UNH, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFURT, 2M
- CIK
- 0001847838
- Portfolio Value
- $9.7B (Q4 2024)
- SEC Filing
- 0000947871-25-000122 ↗ filed Feb 12, 2025
Holdings Value
Holdings 750 stocks · $9.7B
| MSFT Microsoft Corp. | 7.27% | 1,674,273 | $706.7M | Reduce -4.4% |
| AAPL Apple Inc. | 6.71% | 2,601,676 | $652.2M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 5.74% | 2,538,912 | $558.0M | Reduce -3.9% |
| NVDA Nvidia Corp. | 5.12% | 3,685,469 | $497.6M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 5.10% | 2,611,867 | $495.5M | Reduce -15.6% |
| V Visa Inc. Class A | 3.11% | 956,317 | $302.0M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 2.91% | 1,690,198 | $283.1M | Reduce -3.0% |
| KO The Coca-Cola Co. | 2.40% | 3,750,788 | $233.3M | Add +0.1% |
| SPGI S&P Global Inc. | 2.20% | 429,821 | $214.0M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 2.17% | 405,198 | $210.6M | Reduce -1.5% |
| UNH Unitedhealth Group Inc. | 2.10% | 403,081 | $204.0M | Reduce -14.8% |
| PANW Palo Alto Networks Inc. | 1.94% | 1,032,105 | $188.1M | Add +1.3% |
| CTVA Corteva Inc. | 1.68% | 2,870,859 | $163.2M | Add +69.0% |
| DE Deere & Co. | 1.42% | 325,761 | $138.0M | Reduce -0.7% |
| AVGO Broadcom Inc. | 1.38% | 577,167 | $134.3M | Add +23.7% |
| NKE Nike Inc. Class B | 1.29% | 1,662,284 | $125.4M | Add +1.4% |
| IQV Iqvia Holdings Inc. | 1.27% | 625,712 | $123.0M | Add +0.4% |
| MA Mastercard Inc. Class A | 1.24% | 228,621 | $120.2M | Reduce -1.1% |
| BLK BlackRock Inc. | 1.19% | 112,429 | $115.2M | Reduce -7.5% |
| MCD McDonald's Corp. | 1.17% | 391,177 | $113.3M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 1.15% | 465,360 | $111.5M | Add +31.4% |
| META Meta Platforms Inc. Class A | 1.14% | 188,036 | $110.3M | Reduce -7.8% |
| ABT Abbott Laboratories | 1.06% | 914,635 | $103.4M | Add +304.7% |
| PEP Pepsico Inc. | 0.95% | 605,412 | $92.0M | Add +1.4% |
| ABBV Abbvie Inc. | 0.80% | 435,531 | $77.3M | Reduce -3.8% |
| HD Home Depot Inc. | 0.79% | 197,562 | $76.8M | Reduce -13.1% |
| TSLA Tesla Inc. | 0.78% | 187,434 | $76.2M | Add +11.4% |
| JNJ Johnson & Johnson | 0.65% | 436,448 | $63.1M | Reduce -1.8% |
| APH Amphenol Corp. Class A | 0.64% | 895,175 | $62.1M | Add +14.8% |
| LLY Eli Lilly & Co. | 0.60% | 75,944 | $58.6M | Reduce -21.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.60% | 295,544 | $58.6M | Reduce -21.9% |
| DHR Danaher Corp. | 0.60% | 253,119 | $58.1M | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 0.54% | 274,084 | $52.3M | Reduce -11.6% |
| NFLX Netflix Inc. | 0.50% | 54,233 | $48.5M | Reduce -18.5% |
| BKNG Booking Holdings Inc. | 0.50% | 9,683 | $48.1M | Reduce -15.5% |
| SNPS Synopsys Inc. | 0.49% | 97,680 | $47.4M | Add +6.3% |
| CTAS Cintas Corp. | 0.48% | 255,208 | $46.7M | Reduce -2.2% |
| BR Broadridge Financial Solutio | 0.47% | 200,501 | $45.3M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.46% | 49,237 | $45.2M | Reduce -13.3% |
| XYL Xylem Inc. | 0.46% | 389,290 | $45.2M | Add +0.8% |
| CAT Caterpillar Inc. | 0.46% | 124,141 | $45.0M | Reduce -11.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.44% | 63 | $42.9M | No change |
| CRM Salesforce Inc. | 0.44% | 128,085 | $42.8M | Reduce -13.7% |
| TXN Texas Instruments Inc. | 0.43% | 224,588 | $42.1M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.43% | 419,711 | $41.7M | Add +12.3% |
| NOW ServiceNow Inc. | 0.41% | 37,500 | $39.8M | Reduce -18.6% |
| CSCO Cisco Systems Inc. | 0.40% | 655,655 | $38.8M | Reduce -8.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 84,523 | $38.3M | Reduce -0.6% |
| MRSH Marsh & McLennan Cos | 0.39% | 179,546 | $38.1M | Reduce -14.3% |
| INTU Intuit Inc. | 0.39% | 59,798 | $37.6M | Reduce -33.9% |
| CL Colgate-Palmolive Co. | 0.37% | 395,151 | $35.9M | Add +4.6% |
| IT Gartner Inc. | 0.36% | 73,035 | $35.4M | Add +0.6% |
| ZTS Zoetis Inc. | 0.34% | 205,298 | $33.4M | Reduce -18.7% |
| SHW The Sherwin-Williams Co. | 0.33% | 95,456 | $32.4M | Add +63.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.33% | 80,759 | $32.4M | Add +101.9% |
| UNP Union Pacific Corp. | 0.33% | 140,390 | $32.0M | Add +5.1% |
| AZO AutoZone Inc. | 0.31% | 9,558 | $30.5M | Add +3.3% |
| SYK Stryker Corp. | 0.30% | 81,357 | $29.3M | Reduce -9.2% |
| WM Waste Management Inc. | 0.28% | 137,068 | $27.7M | Reduce -0.5% |
| ORCL Oracle Corp. | 0.28% | 163,583 | $27.3M | Add +6.4% |
| AMD Advanced Micro Devices | 0.27% | 219,920 | $26.6M | Reduce -13.1% |
| ODFL Old Dominion Freight Line | 0.25% | 136,667 | $24.1M | Add +10.8% |
| MS Morgan Stanley | 0.25% | 192,029 | $24.1M | Add +38.1% |
| HWM Howmet Aerospace Inc. | 0.24% | 208,240 | $22.8M | Reduce -7.9% |
| AMAT Applied Materials Inc. | 0.22% | 133,911 | $21.8M | Reduce -27.8% |
| BKR Baker Hughes Co. | 0.22% | 514,785 | $21.1M | Reduce -33.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 473,546 | $20.8M | Reduce -20.1% |
| BSX Boston Scientific Corp. | 0.21% | 225,711 | $20.2M | Reduce -21.0% |
| MELI MercadoLibre Inc. | 0.21% | 11,755 | $20.1M | Reduce -8.7% |
| GS Goldman Sachs Group Inc. | 0.20% | 33,312 | $19.1M | Reduce -6.0% |
| WMT Walmart Inc. | 0.20% | 210,646 | $19.0M | Reduce -19.6% |
| ADBE Adobe Inc. | 0.19% | 41,469 | $18.4M | Reduce -16.8% |
| ANET Arista Networks Inc. | 0.19% | 165,263 | $18.3M | Add +9.1% |
| ICE Intercontinental Exchange Inc. | 0.18% | 120,358 | $17.9M | Add +0.3% |
| AXP American Express Co. | 0.17% | 56,599 | $16.8M | Reduce -22.1% |
| ENTG Entegris Inc. | 0.16% | 161,107 | $16.0M | Reduce -22.1% |
| HDB HDFC Bank Ltd.-ADR | 0.16% | 245,653 | $15.7M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.16% | 144,677 | $15.6M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 122,233 | $14.8M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.15% | 95,669 | $14.7M | Reduce -1.7% |
| ADI Analog Devices Inc. | 0.15% | 68,631 | $14.6M | Reduce -3.9% |
| MSCI MSCI Inc. | 0.14% | 23,321 | $14.0M | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 62,008 | $13.6M | Add +1.4% |
| RGA Reinsurance Group of America | 0.14% | 63,250 | $13.5M | Add +16.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.13% | 52,180 | $12.9M | Add +152.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 115,215 | $12.8M | Reduce -21.3% |
| SCHW Schwab (charles) Corp. | 0.13% | 169,659 | $12.6M | Reduce -23.0% |
| AWK American Water Works Co. Inc. | 0.13% | 99,775 | $12.4M | Reduce -3.7% |
| WEC WEC Energy Group Inc. | 0.12% | 128,695 | $12.1M | Reduce -0.5% |
| ADP Automatic Data Processing | 0.12% | 41,265 | $12.1M | Reduce -12.7% |
| AMGN Amgen Inc. | 0.12% | 46,004 | $12.0M | Reduce -12.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.12% | 11,070 | $11.7M | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 0.12% | 46,875 | $11.6M | Reduce -23.8% |
| LNG Cheniere Energy Inc. | 0.12% | 53,622 | $11.5M | Reduce -6.5% |
| MRVL Marvell Technology Inc. | 0.12% | 101,379 | $11.2M | Add +13.1% |
| EFX Equifax Inc. | 0.11% | 43,466 | $11.1M | Reduce -1.8% |
| ADSK Autodesk Inc. | 0.11% | 36,842 | $10.9M | Reduce -7.2% |
| ISRG Intuitive Surgical Inc. | 0.11% | 20,861 | $10.9M | Add +2.7% |
| VZ Verizon Communications Inc. | 0.11% | 271,309 | $10.8M | Reduce -28.1% |
| PCAR Paccar Inc. | 0.11% | 100,063 | $10.4M | Add +357.7% |
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -14.8% | 2.10% | −0.65 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.5% | 2.17% | −0.36 |
| LLY Eli Lilly & Co. | Reduce -21.6% | 0.60% | −0.25 |
| MSFT Microsoft Corp. | Reduce -4.4% | 7.27% | −0.22 |
| OTIS Otis Worldwide Corp. | Reduce -85.7% | 0.03% | −0.21 |
| INTU Intuit Inc. | Reduce -33.9% | 0.39% | −0.17 |
| DHR Danaher Corp. | Reduce -9.0% | 0.60% | −0.17 |
| AMAT Applied Materials Inc. | Reduce -27.8% | 0.22% | −0.15 |
| ZTS Zoetis Inc. | Reduce -18.7% | 0.34% | −0.15 |
| CDW CDW Corp. | Reduce -82.4% | 0.02% | −0.14 |
| AMD Advanced Micro Devices | Reduce -13.1% | 0.27% | −0.14 |
| BDX Becton Dickinson and Co. | Reduce -83.9% | 0.02% | −0.13 |
| HD Home Depot Inc. | Reduce -13.1% | 0.79% | −0.12 |
| ELV Elevance Health Inc. | Reduce -47.6% | 0.08% | −0.12 |
| ABBV Abbvie Inc. | Reduce -3.8% | 0.80% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -3.0% | 2.91% | −0.09 |
| CAT Caterpillar Inc. | Reduce -11.7% | 0.46% | −0.08 |
| MRSH Marsh & McLennan Cos | Reduce -14.3% | 0.39% | −0.07 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.65% | −0.07 |
| ENTG Entegris Inc. | Reduce -22.1% | 0.16% | −0.07 |
| ADBE Adobe Inc. | Reduce -16.8% | 0.19% | −0.07 |
| AMT American Tower Corp. | Reduce -41.4% | 0.06% | −0.06 |
| BKR Baker Hughes Co. | Reduce -33.3% | 0.22% | −0.06 |
| CSL Carlisle Cos Inc. | Reduce -86.0% | 0.01% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -34.0% | 0.08% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -28.1% | 0.11% | −0.06 |
| MELI MercadoLibre Inc. | Reduce -8.7% | 0.21% | −0.06 |
| ARE Alexandria Real Estate Equit | Reduce -55.2% | 0.03% | −0.06 |
| CTAS Cintas Corp. | Reduce -2.2% | 0.48% | −0.05 |
| PNC PNC Financial Services Group | Reduce -46.0% | 0.07% | −0.05 |
| GEV GE Vernova Inc. | Reduce -65.8% | 0.04% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.9% | 0.60% | −0.05 |
| IP International Paper Co. | Reduce -89.2% | 0.01% | −0.05 |
| CVX Chevron Corp. | Reduce -43.9% | 0.06% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -23.8% | 0.12% | −0.05 |
| HR Healthcare Realty Trust Inc. | Reduce -64.5% | 0.02% | −0.05 |
| AMGN Amgen Inc. | Reduce -12.7% | 0.12% | −0.05 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −0.04 |
| CMS CMS Energy Corp. | Reduce -53.3% | 0.04% | −0.04 |
| CCI Crown Castle Inc. | Reduce -35.9% | 0.04% | −0.04 |
| TFC Truist Financial Corp. | Reduce -37.4% | 0.08% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.8% | 1.17% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -23.4% | 0.10% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -27.2% | 0.06% | −0.04 |
| LNT Alliant Energy Corp. | Reduce -81.1% | 0.01% | −0.04 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.04 |
| COTY Coty Inc. Class A | Sold out | 0.00% | −0.04 |
| COP Conocophillips | Reduce -33.2% | 0.07% | −0.04 |
| SPGI S&P Global Inc. | Reduce -1.3% | 2.20% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -13.3% | 0.46% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| ABT Abbott Laboratories | Add +304.7% | 1.06% | +0.81 |
| CTVA Corteva Inc. | Add +69.0% | 1.68% | +0.69 |
| AVGO Broadcom Inc. | Add +23.7% | 1.38% | +0.58 |
| JPM JPMorgan Chase & Co. | Add +31.4% | 1.15% | +0.40 |
| TSLA Tesla Inc. | Add +11.4% | 0.78% | +0.35 |
| PANW Palo Alto Networks Inc. | Add +1.3% | 1.94% | +0.20 |
| VRTX Vertex Pharmaceuticals Inc. | Add +101.9% | 0.33% | +0.15 |
| APH Amphenol Corp. Class A | Add +14.8% | 0.64% | +0.13 |
| SHW The Sherwin-Williams Co. | Add +63.4% | 0.33% | +0.11 |
| MS Morgan Stanley | Add +38.1% | 0.25% | +0.10 |
| PCAR Paccar Inc. | Add +357.7% | 0.11% | +0.09 |
| HLT Hilton Worldwide Holdings Inc. | Add +152.7% | 0.13% | +0.09 |
| MRVL Marvell Technology Inc. | Add +13.1% | 0.12% | +0.05 |
| MCHP Microchip Technology Inc. | Add +312.7% | 0.07% | +0.04 |
| ANET Arista Networks Inc. | Add +9.1% | 0.19% | +0.04 |
| WMB Williams Cos Inc. | Add +115.8% | 0.06% | +0.04 |
| PLNT Planet Fitness Inc. Class A | New | 0.03% | +0.03 |
| GTLS Chart Industries Inc. | Add +187.9% | 0.04% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +23.6% | 0.05% | +0.03 |
| RH RH | New | 0.03% | +0.03 |
| LRN Stride Inc. | New | 0.03% | +0.03 |
| STRL Sterling Infrastructure Inc. | New | 0.03% | +0.03 |
| MSI Motorola Solutions Inc. | Add +37.8% | 0.09% | +0.03 |
| TCOM Trip.com Group Ltd.-ADR | Add +17.2% | 0.10% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +43.2% | 0.07% | +0.03 |
| COF Capital One Financial Corp. | Add +26.8% | 0.07% | +0.03 |
| SNPS Synopsys Inc. | Add +6.3% | 0.49% | +0.03 |
| AZO AutoZone Inc. | Add +3.3% | 0.31% | +0.02 |
| USFD US Foods Holding Corp. | Add +24.9% | 0.08% | +0.02 |
| ITW Illinois Tool Works | Add +40.1% | 0.08% | +0.02 |
| DELL Dell Technologies -C | Add +179.9% | 0.03% | +0.02 |
| SITE Siteone Landscape Supply Inc. | Add +136.4% | 0.04% | +0.02 |
| RGA Reinsurance Group of America | Add +16.8% | 0.14% | +0.02 |
| PEN Penumbra Inc. | New | 0.02% | +0.02 |
| COIN Coinbase Global Inc. Class A | Add +139.0% | 0.03% | +0.02 |
| ORCL Oracle Corp. | Add +6.4% | 0.28% | +0.02 |
| KVYO Klaviyo Inc. Class A | New | 0.02% | +0.02 |
| CRBG Corebridge Financial Inc. | Add +33.0% | 0.07% | +0.02 |
| POWL Powell Industries Inc. | New | 0.02% | +0.02 |
| GAP The Gap Inc. | New | 0.02% | +0.02 |
| CHEF The Chefs' Warehouse Inc. | Add +97.6% | 0.03% | +0.02 |
| SMTC Semtech Corp. | New | 0.02% | +0.02 |
| RF Regions Financial Corp. | Add +43.1% | 0.05% | +0.02 |
| RDNT Radnet Inc. | New | 0.02% | +0.02 |
| FIVN FIVE9 Inc. | Add +34.1% | 0.03% | +0.02 |
| BECN Beacon Roofing Supply Inc. | Add +13.3% | 0.06% | +0.02 |
| CVLT Commvault Systems Inc. | New | 0.02% | +0.02 |
| AXON Axon Enterprise Inc. | Add +13.2% | 0.04% | +0.02 |
| NET Cloudflare Inc. Class A | Add +169.3% | 0.02% | +0.02 |
| IDXX Idexx Laboratories Inc. | Add +57.6% | 0.06% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 709 | $11.6B | NVDA, AAPL, GOOGL, AMZN, MSFT |
| Q1 2026 | 712 | $10.8B | NVDA, MSFT, GOOGL, AMZN, AAPL |
| Q4 2025 | 721 | $11.5B | MSFT, NVDA, GOOGL, AMZN, AAPL |
| Q3 2025 | 723 | $11.3B | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q2 2025 | 719 | $10.5B | MSFT, AMZN, AAPL, GOOGL, NVDA |
| Q1 2025 | 740 | $9.7B | MSFT, AAPL, AMZN, GOOGL, V |
| Q4 2024 | 750 | $9.7B | MSFT, AAPL, AMZN, NVDA, GOOGL |
| Q3 2024 | 757 | $10.1B | MSFT, AAPL, GOOGL, AMZN, NVDA |
| Q2 2024 | 755 | $10.4B | DE, MSFT, AAPL, NVDA, AMZN |
| Q1 2024 | 754 | $9.1B | MSFT, AAPL, AMZN, GOOGL, NVDA |