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Flossbach von Storch AG

CIK:0001575677
Asset Manager
$70B AUM
112 holdings
Cologne, Germany
Founded:1998
400 employees
Latest filing:Jun 30, 2025

Flossbach von Storch is Germany's largest independent asset manager, specializing in multi-asset funds, equity funds, and bond funds. It manages assets for private and institutional clients, focusing on intelligent risk diversification and long-term wealth protection.

Investment Strategy

Flossbach von Storch employs an active investment approach, avoiding index benchmarking and focusing on in-house research to weigh risk-reward profiles. The firm manages broadly diversified multi-asset strategies, offering a mix of return opportunities and moderate risk management.

Latest 13F Filing Activity

Flossbach von Storch AG filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $24B. The fund increased holdings in Microsoft, Thermo Fisher Scientific, Amazon.com among other positions. Flossbach von Storch AG reduced exposure to Berkshire Hathaway B, Apple, Fortive among others.

Top Buys
M
MSFTMICROSOFT
+$421.5M
T
TMOTHERMO FISHER SCIENTIFIC
+$402.7M
A
AMZNAMAZON.COM
+$359.3M
G
GOOGLALPHABET - CLASS A
+$300.8M
A
APHAMPHENOL
+$233.8M
Top Sells
B
BRK-BBERKSHIRE HATHAWAY B
-$563.8M
A
AAPLAPPLE
-$270.7M
F
FTVFORTIVE
-$239.7M
P
PGPROCTER & GAMBLE
-$166.6M
J
JNJJOHNSON & JOHNSON
-$107.2M

Top Holdings

M
MSFTMICROSOFT
+6.9%$1.70B
A
AMZNAMAZON.COM
+6.1%$1.50B
B
BRK-BBERKSHIRE HATHAWAY B
+5.5%$1.35B
G
GOOGLALPHABET - CLASS A
+4.8%$1.17B
T
TMOTHERMO FISHER SCIENTIFIC
+4.5%$1.11B

Equity Positions (100)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT6.95%$1.70B3,418,400$201.66$497.41+$421.5M
AMAZON.COM6.14%$1.50B6,843,320$131.41$219.39+$359.3M
BERKSHIRE HATHAWAY B5.52%$1.35B2,781,382$193.63$485.77-$563.8M
ALPHABET - CLASS A4.80%$1.17B6,665,699$75.84$176.23+$300.8M
THERMO FISHER SCIENTIFIC4.52%$1.11B2,727,021$453.84$405.46+$402.7M

Industry Allocation

INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+10.8%
SERVICES-BUSINESS SERVICES, NEC
+9.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.2%
SERVICES-PREPACKAGED SOFTWARE
+7.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.9%