B. Metzler seel. Sohn & Co. AG

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$11.5B

Total Positions

721

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT7.08%

NVDA6.39%

GOOGL5.52%

AMZN5.26%

AAPL5.10%

META3.17%

TMO2.97%

JPM2.74%

V2.71%

KO2.42%

Other21.02%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

BBIO16Q held

BRIDGEBIO PHARMA INC

Avg $17.77 · $1M est. P&L

Est. P&L

+324.77%

MU17Q held

Micron Technology Inc

Avg $94.59 · $15.6M est. P&L

Est. P&L

+209.37%

WBD15Q held

Warner Bros Discovery Inc

Avg $10.26 · $1.3M est. P&L

Est. P&L

+182.07%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 721 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	1.7M	$811.7M	7.1%	—	$339.40	+43.63%	17 qtrs	Increased 67
NVDA NVIDIA Corp	3.9M	$732.7M	6.4%	—	$130.52	+43.69%	17 qtrs	Increased 68
GOOGL Alphabet Inc	2M	$633.1M	5.5%	—	$116.43	+169.57%	17 qtrs	Decreased 0
AMZN Amazon.com Inc	2.6M	$603.3M	5.3%	—	$121.02	+92.14%	17 qtrs	Decreased 0
AAPL Apple Inc	2.1M	$584.7M	5.1%	—	$173.84	+56.93%	17 qtrs	Decreased 0
META Meta Platforms Inc	550,050	$363.7M	3.2%	—	$550.12	+21.05%	16 qtrs	Decreased 0
TMO Thermo Fisher Scientific Inc	587,350	$340.8M	3.0%	—	$565.53	+3.17%	17 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	974,901	$314.3M	2.7%	—	$242.59	+32.72%	17 qtrs	Increased 77
V Visa Inc	883,497	$310.3M	2.7%	—	$214.20	+64.75%	17 qtrs	Increased 54
KO Coca-Cola Co/The	4M	$277.1M	2.4%	—	$54.23	+29.20%	17 qtrs	Decreased 0
VRTX Vertex Pharmaceuticals Inc	515,269	$233.6M	2.0%	—	$460.76	-1.52%	17 qtrs	Increased 77
MCD McDonald's Corp	756,664	$231.6M	2.0%	—	$274.86	+12.07%	17 qtrs	Decreased 0
ABT Abbott Laboratories	1.8M	$226.5M	2.0%	—	$119.70	+4.55%	17 qtrs	Increased 50
AVGO Broadcom Inc	645,809	$224.2M	2.0%	—	$180.84	+93.46%	17 qtrs	Increased 49
C Citigroup Inc	1.6M	$192M	1.7%	—	$68.20	+70.98%	17 qtrs	Increased 48
ABBV AbbVie Inc	833,677	$190.7M	1.7%	—	$178.76	+27.50%	17 qtrs	Increased 71
PANW Palo Alto Networks Inc	951,880	$175.8M	1.5%	—	$140.97	+32.54%	17 qtrs	Increased 48
CRM Salesforce Inc	611,484	$162.1M	1.4%	—	$262.07	+1.47%	17 qtrs	Decreased 0
TSM TAIWAN SEMICONDUCTOR MFG LTD	536,041	$161.7M	1.4%	—	$161.12	+85.93%	17 qtrs	Increased 51
LLY Eli Lilly & Co	120,516	$129.7M	1.1%	—	$521.30	+106.78%	17 qtrs	Decreased 0
MA Mastercard Inc	178,194	$102.1M	0.9%	—	$397.29	+45.12%	17 qtrs	Decreased 0
GOOG Alphabet Inc	322,820	$101.3M	0.9%	—	$176.41	+78.31%	17 qtrs	Increased 49
JNJ Johnson & Johnson	480,148	$99.4M	0.9%	—	$161.82	+27.86%	17 qtrs	Increased 47
PEP PepsiCo Inc	630,283	$90.5M	0.8%	—	$144.70	-0.37%	17 qtrs	Decreased 0
UBER Uber Technologies Inc	1.1M	$89.2M	0.8%	—	$86.00	-4.51%	17 qtrs	Increased 68
Showing 25 of 721 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

SITESITEONE LANDSCAPE SUPPLY INC

Q2 2024 → Q4 2025+33,370 shares+$3.9M

COINCoinbase Global Inc

Q2 2024 → Q4 2025+13,116 shares+$2.9M

ABTAbbott Laboratories

Q3 2024 → Q4 2025+1.7M shares+$213M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer