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B. Metzler Seel. Sohn & Co. Ag Top Holdings and 13F Report (2025)

About B. Metzler Seel. Sohn & Co. Ag

Investment Activity

  • B. Metzler Seel. Sohn & Co. Ag has $10.46 billion in total holdings as of June 30, 2025.
  • B. Metzler Seel. Sohn & Co. Ag owns shares of 725 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
  • Approximately 8.86% of the portfolio was purchased this quarter.
  • About 8.44% of the portfolio was sold this quarter.
  • This quarter, B. Metzler Seel. Sohn & Co. Ag has purchased 746 new stocks and bought additional shares in 293 stocks.
  • B. Metzler Seel. Sohn & Co. Ag sold shares of 206 stocks and completely divested from 44 stocks this quarter.

Largest Holdings

Microsoft
$860,139,266
Amazon.com
$574,304,277
Apple
$549,927,477
Alphabet
$484,544,697
NVIDIA
$474,750,364

Largest New Holdings this Quarter

83406F102 - SoFi Technologies
$7,721,040 Holding
34354P105 - Flowserve
$4,989,793 Holding
974155103 - Wingstop
$3,666,088 Holding
485924104 - KARMAN HLDGS INC.
$2,500,316 Holding
40090E106 - GRUPO CIBEST S.A.
$2,158,182 Holding

Largest Purchases this Quarter

Thermo Fisher Scientific
404,746 shares (about $164.11M)
Salesforce
414,338 shares (about $112.99M)
NIKE
1,067,778 shares (about $75.85M)
Meta Platforms
90,618 shares (about $66.88M)
McDonald's
221,417 shares (about $64.69M)

Largest Sales this Quarter

UnitedHealth Group
391,640 shares (about $122.18M)
Mastercard
181,242 shares (about $101.85M)
Parker-Hannifin
139,664 shares (about $97.55M)
Citigroup
998,235 shares (about $84.97M)
Itau Unibanco
7,870,541 shares (about $53.44M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofB. Metzler Seel. Sohn & Co. Ag

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$860,139,266$381,015 0.0%1,729,2428.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$574,304,277$2,877,947 -0.5%2,617,7425.5%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$549,927,477$418,340 -0.1%2,680,3625.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$484,544,697$4,921,669 1.0%2,749,5484.6%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$474,750,364$10,414,351 2.2%3,004,9494.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$324,987,825$66,883,664 25.9%440,3133.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$315,524,777$25,837,641 -7.6%888,6793.0%Business Services
CocaCola Company (The) stock logo
KO
CocaCola
$279,551,363$1,546,241 0.6%3,951,2562.7%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$274,513,563$1,465,897 -0.5%1,723,0402.6%Consumer Staples
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$248,840,938$164,108,313 193.7%613,7252.4%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$234,881,324$1,574,313 0.7%1,726,9452.2%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$220,539,043$1,613,507 0.7%418,2502.1%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$190,798,659$11,086,275 6.2%692,1831.8%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$190,177,138$22,748,151 -10.7%929,3271.8%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$174,210,189$112,985,476 184.5%638,8601.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$169,211,190$11,276,629 -6.2%583,6681.6%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$142,294,996$2,349,761 1.7%319,6211.4%Medical
Citigroup Inc. stock logo
C
Citigroup
$138,922,054$84,969,763 -38.0%1,632,0731.3%Financial Services
NIKE, Inc. stock logo
NKE
NIKE
$131,827,010$75,854,949 135.5%1,855,6731.3%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$122,708,025$64,691,012 111.5%419,9911.2%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$104,166,148$16,425,734 18.7%459,9151.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$100,327,155$30,991,402 -23.6%178,5381.0%Business Services
Amphenol Corporation stock logo
APH
Amphenol
$89,878,498$11,318,528 -11.2%910,1620.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$87,373,911$2,613,703 -2.9%470,7160.8%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$85,132,354$15,414,264 22.1%109,2110.8%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$79,258,330$2,737,156 -3.3%59,1870.8%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$73,870,628$1,812,302 -2.4%201,4800.7%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$67,777,314$131,212 0.2%443,7140.6%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$67,167,745$1,159,682 1.8%131,0130.6%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$66,639,646$5,187,136 8.4%11,5110.6%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$62,869,867$19,933,413 46.4%337,7770.6%Aerospace
NIKE, Inc. stock logo
NKE
NIKE
$57,126,835$1,155,034 2.1%804,1540.5%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$56,260,936$11,337,525 25.2%810,9100.5%Computer and Technology
Cintas Corporation stock logo
CTAS
Cintas
$55,079,424$54,157 0.1%247,1370.5%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$52,828,446$7,922,758 -13.0%166,3050.5%Auto/Tires/Trucks
PepsiCo, Inc. stock logo
PEP
PepsiCo
$52,536,999$7,262,596 -12.1%397,8870.5%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$52,029,572$4,346,525 9.1%250,6000.5%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$49,998,899$4,782,400 -8.7%50,5070.5%Retail/Wholesale
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$47,539,585$2,873,830 -5.7%195,6120.5%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$46,023,026$9,279,896 25.3%324,3420.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$45,914,4000.0%630.4%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$44,092,286$2,441,717 -5.2%248,5670.4%Computer and Technology
ARISTA NET.INC. NEW
$41,494,837$11,080,616 36.4%405,5820.4%COM SHS
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$40,298,424$756,197 1.9%443,3270.4%Consumer Staples
ServiceNow, Inc. stock logo
NOW
ServiceNow
$39,918,766$595,250 1.5%38,8290.4%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$39,604,371$5,661,937 -12.5%115,3450.4%Basic Materials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$35,487,091$496,172 1.4%448,2980.3%Medical
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$35,254,981$1,165,670 -3.2%13,4890.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$35,056,078$34,497,442 6,175.3%72,1660.3%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$34,599,124$4,682,394 -11.9%158,2470.3%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$33,852,716$678,729 -2.0%147,1360.3%Transportation
BLACKROCK INC.
$33,049,276$822,612 -2.4%31,4980.3%COM
Oracle Corporation stock logo
ORCL
Oracle
$31,858,069$975,062 3.2%145,7210.3%Computer and Technology
Gartner, Inc. stock logo
IT
Gartner
$30,888,067$1,328,267 4.5%76,4140.3%Business Services
Waste Management, Inc. stock logo
WM
Waste Management
$30,884,294$745,038 2.5%134,9720.3%Business Services
Stryker Corporation stock logo
SYK
Stryker
$30,686,249$1,647,403 -5.1%77,5630.3%Medical
Walmart Inc. stock logo
WMT
Walmart
$30,423,659$1,389,778 4.8%311,1590.3%Retail/Wholesale
HDFC Bank Limited stock logo
HDB
HDFC Bank
$30,258,812$3,221,213 11.9%394,6630.3%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$29,472,067$101,847,129 -77.6%52,4470.3%Business Services
Bank of America Corporation stock logo
BAC
Bank of America
$28,856,966$1,290,653 -4.3%609,8260.3%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$28,249,642$3,972,554 16.4%118,6860.3%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$27,670,963$11,151,539 -28.7%7,4540.3%Retail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$25,917,219$9,959,923 62.4%141,5700.2%Computer and Technology
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$24,763,191$124,593 0.5%230,5540.2%Medical
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$23,490,582$1,442,074 -5.8%128,0350.2%Finance
American Express Company stock logo
AXP
American Express
$22,772,433$2,728,813 13.6%71,3930.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$22,149,322$4,318,836 -16.3%57,0550.2%Industrials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$22,032,257$1,327,739 -5.7%31,1300.2%Finance
Intuit Inc. stock logo
INTU
Intuit
$21,877,998$2,389,669 -9.8%27,7770.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$21,294,318$1,737,728 8.9%72,2380.2%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$20,014,498$1,202,054 -5.7%219,3670.2%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$19,450,794$2,081,104 12.0%156,8510.2%Consumer Discretionary
LAM RESEARCH CORP. NEW
$18,749,436$5,865,027 45.5%192,6180.2%COM NEW
Danaher Corporation stock logo
DHR
Danaher
$17,670,151$918,363 -4.9%89,4510.2%Medical
Adobe Inc. stock logo
ADBE
Adobe
$17,160,905$334,645 -1.9%44,3580.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$16,701,285$1,574,977 10.4%59,8180.2%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$16,444,560$4,879,813 -22.9%116,7440.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$16,284,580$122,178,025 -88.2%52,2000.2%Medical
GE Aerospace stock logo
GE
GE Aerospace
$16,249,290$4,885,623 43.0%63,1330.2%Aerospace
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$16,073,291$1,160,062 7.8%130,1590.2%Retail/Wholesale
American Water Works Company, Inc. stock logo
AWK
American Water Works
$15,023,045$1,177,010 8.5%107,9940.1%Utilities
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$14,644,845$181,212 -1.2%135,8520.1%Energy
The Progressive Corporation stock logo
PGR
Progressive
$14,370,678$2,167,170 17.8%53,8510.1%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$14,295,497$72,145 0.5%89,7620.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$13,640,431$586,185 4.5%562,7350.1%Medical
Capital One Financial Corporation stock logo
COF
Capital One Financial
$13,605,151$5,550,908 68.9%63,9460.1%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$13,544,351$527,197 4.1%313,0220.1%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$13,477,607$3,384,643 33.5%32,0550.1%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$13,137,072$11,496,946 -46.7%84,2390.1%Medical
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$12,685,122$2,300,976 -15.4%63,9500.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$12,437,773$487,882 4.1%56,0600.1%Retail/Wholesale
Carvana Co. stock logo
CVNA
Carvana
$12,266,018$1,275,394 11.6%36,4020.1%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$12,146,643$147,724 1.2%39,3860.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$12,050,743$1,321,886 12.3%88,4010.1%COM
Emerson Electric Co. stock logo
EMR
Emerson Electric
$12,044,232$1,863,553 18.3%90,3340.1%Industrials
Comcast Corporation stock logo
CMCSA
Comcast
$11,814,161$433,196 3.8%331,0290.1%Consumer Discretionary
Equifax, Inc. stock logo
EFX
Equifax
$11,609,401$350,149 3.1%44,7600.1%Business Services
American Tower Corporation stock logo
AMT
American Tower
$11,483,237$80,006 0.7%51,9580.1%Finance
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$11,442,814$545,458 5.0%21,3350.1%Medical
Deere & Company stock logo
DE
Deere & Company
$11,102,879$8,503,987 327.2%21,8350.1%Industrials

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