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B. Metzler Seel. Sohn & Co. AG
B. Metzler seel. Sohn & Co. AG is Germany’s oldest private bank, founded in 1674 and headquartered in Frankfurt am Main. As a family-owned entity, it provides customized services in Asset Management, Capital Markets, Corporate Finance, and Private Banking. The firm focuses on serving institutional clients and discerning private individuals, leveraging deep expertise, independence, and a client-driven approach. Its longstanding tradition and stability are reflected in uninterrupted family ownership. The bank employs around 800 staff and operates branch offices in several German cities as well as internationally in Atlanta, Los Angeles, Seattle, and Tokyo.
Investment Strategy
Metzler Asset Management delivers tailored investment solutions primarily for institutional clients, deploying customized portfolio concepts built on direct consultation to assess objectives and risks. The firm emphasizes long-term relationships, transparency, and sustainability, incorporating robust risk management and ESG principles into portfolio construction. Metzler’s investment philosophy is rooted in independence and dedicated client service, orienting products and advice toward reliable value creation and the future needs of each investor.
Latest 13F Filing Activity
B. Metzler Seel. Sohn & Co. AG filed their most recent 13F report on Jun 30, 2025 disclosing 715 equity positions with a total 13F market value of $10B. The fund increased holdings in Microsoft Corp., Nvidia Corp., Meta Platf. among other positions. B. Metzler Seel. Sohn & Co. AG reduced exposure to Unitedhealth Group, Parker-hannifin, Citigroup Inc. among others.
Top Holdings
Equity Positions (715)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.22% | $860.1M | 1,729,242 | $334.66 | $497.41 | +$210.7M |
A AMZN | AMAZON.COM INC. | 5.49% | $574.3M | 2,617,742 | $150.46 | $219.39 | +$73.8M |
A AAPL | APPLE INC. | 5.26% | $549.9M | 2,680,362 | $174.80 | $205.17 | -$45.9M |
| ALPHABET INC. | 4.63% | $484.5M | 2,749,548 | $142.59 | $176.23 | +$63.7M | |
N NVDA | NVIDIA CORP. | 4.54% | $474.8M | 3,004,949 | $26.19 | $157.99 | +$156.2M |
Industry Allocation
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