StockDriftsStockDriftsTop 50 Meag Munich Ergo, Kapitalanlagegesellschaft Mbh Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP. DL-,001 | 4.44% | 996.0K | $157.4M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT DL-,00000625 | 4.1% | 292.4K | $145.5M | — | — | — | 2025-06-30 |
| AVGO | BROADCOM INC. DL-,001 | 2.64% | 339.1K | $93.5M | — | — | — | 2025-06-30 |
| PCAR | PACCAR INC. DL 1 | 2.27% | 844.5K | $80.3M | — | — | — | 2025-06-30 |
| V | VISA INC. CL. A DL -,0001 | 2.16% | 215.3K | $76.4M | — | — | — | 2025-06-30 |
| UL | UNILEVER ADR/1 LS-,031111 | 2.1% | 1.22M | $74.6M | — | — | — | 2025-06-30 |
| EMR | EMERSON EL. DL -,50 | 2.04% | 543.3K | $72.4M | — | — | — | 2025-06-30 |
| GOOGL | ALPHABET INC.CL.A DL-,001 | 2% | 401.7K | $70.8M | — | — | — | 2025-06-30 |
| MRK | MERCK CO. DL-,01 | 1.98% | 888.4K | $70.3M | — | — | — | 2025-06-30 |
| GILD | GILEAD SCIENCES DL-,001 | 1.98% | 632.9K | $70.2M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +55.08% |
Meag Munich Ergo, Kapitalanlagegesellschaft Mbh reports $3.54B in US-listed equity holdings across 197 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.4%), MSFT (4.1%) and AVGO (2.6%). The top 20 holdings account for 43.63% of reported assets. Its disclosed equity book has returned +25.05% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Meag Munich Ergo, Kapitalanlagegesellschaft Mbh’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1142433). View Meag Munich Ergo, Kapitalanlagegesellschaft Mbh’s 13F filings on SEC