StockDriftsStockDriftsTop 50 B Metzler Seel Sohn & CO AG Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.34% | 3.66M | $733.3M | -6.07%(-236.67K) | $61.37(+268.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.15% | 2.46M | $711.7M | +16.05%(+340.16K) | $178.27(+71.31%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.63% | 1.82M | $651.4M | -8.26%(-164.05K) | $139.29(+147.48%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.67% | 2.27M | $540.8M | -13.86%(-364.98K) | $149.06(+76.13%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.19% | 1.30M | $485.1M | -22.30%(-373.13K) | $326.92(+48.68%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.85% | 871.9K | $329.3M | +27.11%(+185.95K) | $165.74(+137.57%) | 2026-06-30 | |
| KO | COCA COLA CO | 2.36% | 3.36M | $272.7M | -17.49%(-711.44K) | $58.54(+49.64%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.3% | 780.2K | $266.1M | -17.99%(-171.13K) | $99.45(+280.28%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.13% | 754.6K | $247.0M | -20.46%(-194.10K) | $244.67(+49.06%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.12% | 434.8K | $244.9M | -19.67%(-106.44K) | $538.72(+7.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.40% | +61.82% | — | — | +49.99% |
| Top 20 Holdings Unweighted | +14.87% | +51.57% | — | — | +38.60% |
B Metzler Seel Sohn & CO AG reports $11.57B in US-listed equity holdings across 709 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.3%), AAPL (6.2%) and GOOGL (5.6%). The top 20 holdings account for 55.33% of reported assets. Its disclosed equity book has returned +61.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from B Metzler Seel Sohn & CO AG’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1847838). View B Metzler Seel Sohn & CO AG’s 13F filings on SEC