B. Metzler Seel. Sohn & Co. Ag Top Holdings and 13F Report (2026) About B. Metzler Seel. Sohn & Co. AgInvestment ActivityB. Metzler Seel. Sohn & Co. Ag has $11.52 billion in total holdings as of September 30, 2026.B. Metzler Seel. Sohn & Co. Ag owns shares of 694 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 6.34% of the portfolio was purchased this quarter.About 8.74% of the portfolio was sold this quarter.This quarter, B. Metzler Seel. Sohn & Co. Ag has purchased 709 new stocks and bought additional shares in 257 stocks.B. Metzler Seel. Sohn & Co. Ag sold shares of 264 stocks and completely divested from 42 stocks this quarter.Largest Holdings NVIDIA $842,379,795Apple $799,797,017Microsoft $676,734,853Alphabet $627,941,183Amazon.com $564,534,008 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $38,299,957 Holding78392B206 - SK HYNIX INC $20,969,345 Holding30609A109 - ONEOK INC NEW $4,264,116 Holding729132100 - Plexus $4,085,955 Holding23834J201 - Dave $3,848,796 Holding Largest Purchases this Quarter Micron Technology 132,248 shares (about $140.86M)Biogen 391,378 shares (about $88.40M)EXXONMOBIL HOLDINGS CORP 235,330 shares (about $38.30M)Amphenol 414,830 shares (about $34.97M)Broadcom 75,242 shares (about $26.42M) Largest Sales this Quarter Palo Alto Networks 642,297 shares (about $255.19M)Thermo Fisher Scientific 169,345 shares (about $114.32M)Vertex Pharmaceuticals 218,242 shares (about $114.10M)Coca-Cola 1,223,071 shares (about $105.28M)Texas Instruments 98,504 shares (about $27.59M) Sector Allocation Over TimeMap of 500 Largest Holdings ofB. Metzler Seel. Sohn & Co. Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$842,379,795$5,392,502 ▲0.6%3,688,5057.3%TechnologyAAPLApple$799,797,017$19,283,139 ▼-2.4%2,401,6556.9%TechnologyMSFTMicrosoft$676,734,853$9,763,018 ▲1.5%1,319,4335.9%TechnologyGOOGLAlphabet$627,941,183$769,019 ▲0.1%1,824,9865.5%Communication ServicesAMZNAmazon.com$564,534,008$752,929 ▼-0.1%2,265,8464.9%Consumer DiscretionaryAVGOBroadcom$332,614,571$26,424,187 ▲8.6%947,1092.9%TechnologyMETAMeta Platforms$324,103,282$8,795,670 ▲2.8%446,9302.8%Communication ServicesVVisa$259,530,105$7,046,084 ▲2.8%722,2632.3%FinanceJPMJPMorgan Chase & Co.$250,261,061$606,080 ▲0.2%756,4652.2%FinanceMUMicron Technology$246,726,379$140,858,081 ▲133.1%231,6452.1%TechnologyABBVAbbVie$223,208,791$3,751,450 ▼-1.7%853,2801.9%HealthcareTSMTaiwan Semiconductor Manufacturing$214,613,384$2,709,309 ▲1.3%470,4481.9%TechnologyTMOThermo Fisher Scientific$192,427,526$114,316,222 ▼-37.3%285,0571.7%HealthcareKOCoca-Cola$183,540,067$105,281,872 ▼-36.5%2,132,2051.6%Consumer StaplesGEGE Aerospace$179,902,574$2,019,265 ▲1.1%576,0761.6%IndustrialsCCitigroup$164,091,240$1,084,912 ▲0.7%1,267,3111.4%FinanceLLYEli Lilly and Company$156,077,347$7,715,351 ▲5.2%134,8901.4%HealthcareAMDAdvanced Micro Devices$153,332,768$20,359,824 ▼-11.7%250,6441.3%TechnologyMCDMcDonald's$151,719,080$5,902,348 ▲4.0%656,9651.3%Consumer DiscretionaryABTAbbott Laboratories$137,418,127$7,765,565 ▲6.0%1,390,4501.2%HealthcareSPGIS&P Global$127,086,794$1,508,848 ▼-1.2%322,1711.1%FinanceMAMastercard$92,688,707$629,778 ▲0.7%168,0760.8%FinanceBIIBBiogen$91,173,300$88,404,463 ▲3,192.8%403,6360.8%HealthcareGOOGAlphabet$87,804,979$10,795,460 ▼-10.9%257,6940.8%Communication ServicesAMATApplied Materials$85,044,909$13,034,032 ▲18.1%166,3050.7%TechnologyTSLATesla$83,665,737$3,621,535 ▼-4.1%235,8050.7%Consumer DiscretionaryAPHAmphenol$81,475,444$34,970,169 ▲75.2%966,4940.7%TechnologyCSCOCisco Systems$79,380,784$7,694,792 ▼-8.8%737,5340.7%TechnologyJNJJohnson & Johnson$79,032,302$3,193,294 ▼-3.9%298,5280.7%HealthcareLAM RESEARCH CORP$71,623,493$4,524,533 ▲6.7%218,0270.6%COM NEWMRKMerck & Co., Inc.$70,191,697$5,789,416 ▲9.0%483,0500.6%HealthcareHDHome Depot$66,359,569$44,665 ▼-0.1%233,2580.6%Consumer DiscretionaryARISTA NETWORKS INC$63,455,120$1,442,634 ▲2.3%311,6820.6%COM SHSUBERUber Technologies$57,060,393$118,111 ▲0.2%832,8770.5%IndustrialsNFLXNetflix$56,054,894$2,842,402 ▼-4.8%805,6210.5%Communication ServicesADIAnalog Devices$55,528,689$556,584 ▲1.0%139,9730.5%TechnologyPANWPalo Alto Networks$54,808,517$255,191,020 ▼-82.3%137,9490.5%TechnologyPGProcter & Gamble$54,462,274$3,279,524 ▼-5.7%374,8810.5%Consumer StaplesPEPPepsiCo$49,457,308$1,669,405 ▲3.5%390,2890.4%Consumer StaplesCATCaterpillar$49,314,473$1,546,981 ▼-3.0%60,8230.4%IndustrialsBRK.ABerkshire Hathaway$48,555,3250.0%650.4%FinanceSYKStryker$45,960,938$12,667,389 ▲38.0%166,8940.4%HealthcareHWMHowmet Aerospace$45,674,288$2,202,765 ▲5.1%201,9380.4%IndustrialsUNHUnitedHealth Group$43,654,426$12,014,006 ▲38.0%118,9250.4%HealthcareBACBank of America$41,193,549$44,850 ▼-0.1%756,8170.4%FinanceWDCWestern Digital$40,678,714$8,904,689 ▲28.0%89,5100.4%TechnologyUNPUnion Pacific$40,426,576$3,248,102 ▲8.7%148,5580.4%IndustrialsBRK.BBerkshire Hathaway$39,077,132$814,636 ▼-2.0%78,4770.3%FinanceEXXONMOBIL HOLDINGS CORP$38,299,957$38,299,957 ▲New Holding235,3300.3%COM SHSTXNTexas Instruments$34,226,437$27,589,985 ▼-44.6%122,1980.3%TechnologyPALANTIR TECHNOLOGIES INC$34,037,354$55,927 ▲0.2%181,9720.3%CL AFASTFastenal$33,430,125$729,527 ▼-2.1%674,9470.3%IndustrialsWALMART INC$32,303,831$499,120 ▼-1.5%310,8580.3%COMFITBFifth Third Bancorp$31,723,119$114,108 ▼-0.4%627,1870.3%FinanceMRVLMarvell Technology$31,351,032$106,740 ▲0.3%118,6610.3%TechnologyMELIMercadoLibre$30,823,147$2,660,208 ▼-7.9%17,8320.3%Consumer DiscretionaryINTCIntel$30,066,465$309,230 ▲1.0%250,0760.3%TechnologyWMWaste Management$29,449,201$1,176,190 ▲4.2%144,4180.3%IndustrialsCOSTCostco Wholesale$28,936,879$1,000,460 ▼-3.3%31,7870.3%Consumer StaplesURIUnited Rentals$27,412,214$7,693,954 ▼-21.9%27,3910.2%IndustrialsKLACKLA$26,712,622$2,337,016 ▲9.6%137,0370.2%TechnologyGILDGilead Sciences$25,538,823$8,493,465 ▲49.8%171,3440.2%HealthcareWABWabtec$24,863,758$1,405,459 ▼-5.4%86,5790.2%IndustrialsMSMorgan Stanley$24,366,395$1,143,306 ▼-4.5%129,5570.2%FinanceUSFDUS Foods$24,241,271$3,892,184 ▼-13.8%262,8920.2%Consumer StaplesCRMSalesforce$24,036,897$780,308 ▲3.4%104,7040.2%TechnologyPWRQuanta Services$23,567,183$5,396,422 ▲29.7%36,6800.2%IndustrialsAXPAmerican Express$23,189,610$677,835 ▲3.0%76,2570.2%FinanceGE VERNOVA INC$23,099,698$1,162,446 ▲5.3%24,3030.2%COMBANK OF NY MELLON CORP$22,834,618$50,620 ▼-0.2%157,8830.2%COMDISWalt Disney$22,281,886$551,771 ▼-2.4%212,4120.2%Communication ServicesSK HYNIX INC$20,969,345$20,969,345 ▲New Holding113,8710.2%AMERICAN DEPOSITBLACKROCK INC$20,076,683$2,950,492 ▼-12.8%18,9710.2%COMORCLOracle$19,986,607$2,333,654 ▼-10.5%145,5710.2%TechnologyQCOMQualcomm$18,897,595$1,555,690 ▲9.0%102,6820.2%TechnologyELVElevance Health$18,882,655$6,670,596 ▲54.6%48,5640.2%HealthcareSCHWCharles Schwab$18,567,472$1,580,944 ▼-7.8%189,9680.2%FinancePSXPhillips 66$18,419,981$765,414 ▼-4.0%72,1480.2%EnergyPFEPfizer$18,245,714$1,803,313 ▲11.0%639,7540.2%HealthcareKDPKeurig Dr Pepper$18,016,923$7,843,375 ▲77.1%593,8340.2%Consumer StaplesAZOAutoZone$17,913,966$7,751,399 ▼-30.2%6,3300.2%Consumer DiscretionaryWELLWelltower$17,405,663$3,614,025 ▲26.2%75,5990.2%Real EstateMPCMarathon Petroleum$16,934,652$824,846 ▲5.1%42,8270.1%EnergyGSThe Goldman Sachs Group$16,933,071$2,575,930 ▼-13.2%18,8070.1%FinanceMCKMcKesson$16,630,153$691,571 ▼-4.0%19,4780.1%HealthcareDHRDanaher$16,407,810$4,068,222 ▼-19.9%74,0610.1%HealthcareAPPLOVIN CORP$16,329,136$8,843,593 ▼-35.1%56,2240.1%COM CL ANOWServiceNow$16,115,820$3,654,701 ▲29.3%120,2590.1%TechnologyBKRBaker Hughes$16,062,319$3,290,354 ▲25.8%292,5810.1%EnergyTMUST-Mobile US$15,434,544$6,507,545 ▲72.9%94,6440.1%Communication ServicesADPAutomatic Data Processing$15,365,925$1,141,141 ▲8.0%59,5440.1%IndustrialsBSXBoston Scientific$15,065,054$504,453 ▲3.5%345,1400.1%HealthcareAMGNAmgen$14,755,243$1,700,777 ▼-10.3%35,0060.1%HealthcareLPLALPL Financial$14,705,004$516,190 ▲3.6%48,0870.1%FinanceIBMInternational Business Machines$14,619,187$2,306,626 ▼-13.6%66,4720.1%TechnologyWFCWells Fargo & Company$14,528,292$1,724,561 ▲13.5%181,4940.1%FinancePHParker-Hannifin$14,426,821$809,240 ▲5.9%15,1000.1%IndustrialsCVXChevron$14,320,548$1,595,869 ▲12.5%70,1280.1%EnergyVZVerizon Communications$14,302,042$119,216 ▲0.8%311,7960.1%Communication ServicesPGRProgressive$14,255,672$1,410,330 ▲11.0%68,7650.1%FinanceShowing largest 100 holdings. 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