Filed: 8/11/2025ACC: 0000947871-25-000732
📋 What this filing means
B. METZLER SEEL. SOHN & CO. AG filed this quarterly 13F‑HR report disclosing 720 equity positions with a total reported market value of $10.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
720
Positions
$10.46B
Total AUM (reported)
68.21M
Total Shares
Allocation by class
COM$8.16B78.0%
CL A$731.81M7.0%
CAP STK CL A$484.54M4.6%
COM CL A$343.23M3.3%
COM NEW$255.84M2.4%
SPONSORED ADS$163.89M1.6%
CL B$68.78M0.7%
Portfolio Concentration
Top 3$1.98B19.0%
4–10$2.40B23.0%
11–25$2.21B21.2%
Rest$3.86B36.9%
Top 3 weight
19.0%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 68.21M
Sole
Full voting authority
23.29M
shares
% of voting shares34.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
44.91M
shares
% of voting shares65.8%
Investment Discretion (by position count)
Sole10
Shared0
Other710
Dominant voting typeNone · 65.8% of voting shares
Institutional Holdings720
Rows:
MICROSOFT CORP
DFNDShares1.73M
TypeSH
Market value$860.14M
8.22%
Sole
617.31K
Shared
0.00
None
1.11M
AMAZON.COM INC.
DFNDShares2.62M
TypeSH
Market value$574.30M
5.49%
Sole
853.49K
Shared
0.00
None
1.76M
APPLE INC.
DFNDShares2.68M
TypeSH
Market value$549.93M
5.26%
Sole
897.70K
Shared
0.00
None
1.78M
ALPHABET INC.
DFNDShares2.75M
TypeSH
Market value$484.54M
4.63%
Sole
1.06M
Shared
0.00
None
1.69M
NVIDIA CORP.
DFNDShares3M
TypeSH
Market value$474.75M
4.54%
Sole
1.86M
Shared
0.00
None
1.15M
META PLATF.
DFNDShares440.31K
TypeSH
Market value$324.99M
3.11%
Sole
115.09K
Shared
0.00
None
325.22K
VISA INC.
DFNDShares888.68K
TypeSH
Market value$315.52M
3.02%
Sole
84.40K
Shared
0.00
None
804.28K
COCA-COLA CO.
DFNDShares3.95M
TypeSH
Market value$279.55M
2.67%
Sole
618.59K
Shared
0.00
None
3.33M
PROCTER GAMBLE
SOLEShares1.72M
TypeSH
Market value$274.51M
2.62%
Sole
308.27K
Shared
0.00
None
1.41M
THERMO FISH.SCIENTIF.
DFNDShares613.73K
TypeSH
Market value$248.84M
2.38%
Sole
71.08K
Shared
0.00
None
542.64K
ABBOTT LABS
DFNDShares1.73M
TypeSH
Market value$234.88M
2.25%
Sole
129.74K
Shared
0.00
None
1.60M
S&P GLOBAL INC.
SOLEShares418.25K
TypeSH
Market value$220.54M
2.11%
Sole
104.89K
Shared
0.00
None
313.36K
BROADCOM INC.
DFNDShares692.18K
TypeSH
Market value$190.80M
1.82%
Sole
479.94K
Shared
0.00
None
212.25K
PALO ALTO NETWKS
DFNDShares929.33K
TypeSH
Market value$190.18M
1.82%
Sole
34.44K
Shared
0.00
None
894.89K
SALESFORCE INC.
DFNDShares638.86K
TypeSH
Market value$174.21M
1.67%
Sole
127.16K
Shared
0.00
None
511.70K
JPMORGAN CHASE
DFNDShares583.67K
TypeSH
Market value$169.21M
1.62%
Sole
66.80K
Shared
0.00
None
516.87K
VERTEX PHARMAC.
DFNDShares319.62K
TypeSH
Market value$142.29M
1.36%
Sole
84.95K
Shared
0.00
None
234.67K
CITIGROUP INC.
SOLEShares1.63M
TypeSH
Market value$138.92M
1.33%
Sole
20.25K
Shared
0.00
None
1.61M
NIKE INC.
SOLEShares1.86M
TypeSH
Market value$131.83M
1.26%
Sole
0.00
Shared
0.00
None
1.86M
MASTERCARD INC.
DFNDShares230.99K
TypeSH
Market value$129.80M
1.24%
Sole
178.54K
Shared
0.00
None
52.45K
MCDONALDS CORP.
DFNDShares419.99K
TypeSH
Market value$122.71M
1.17%
Sole
108.24K
Shared
0.00
None
311.75K
TAIWAN SEMICON.MANU.
DFNDShares459.92K
TypeSH
Market value$104.17M
1.00%
Sole
323.06K
Shared
0.00
None
136.86K
AMPHENOL CORP.
DFNDShares910.16K
TypeSH
Market value$89.88M
0.86%
Sole
770.91K
Shared
0.00
None
139.25K
ABBVIE INC.
DFNDShares470.72K
TypeSH
Market value$87.37M
0.84%
Sole
376.92K
Shared
0.00
None
93.79K
ELI LILLY
DFNDShares109.21K
TypeSH
Market value$85.13M
0.81%
Sole
71.35K
Shared
0.00
None
37.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 1.73M | SH | $860.14M 8.22% | 617.31K | 0.00 | 1.11M |
AMAZON.COM INC.DFND | COM | 2.62M | SH | $574.30M 5.49% | 853.49K | 0.00 | 1.76M |
APPLE INC.DFND | COM | 2.68M | SH | $549.93M 5.26% | 897.70K | 0.00 | 1.78M |
ALPHABET INC.DFND | CAP STK CL A | 2.75M | SH | $484.54M 4.63% | 1.06M | 0.00 | 1.69M |
NVIDIA CORP.DFND | COM | 3M | SH | $474.75M 4.54% | 1.86M | 0.00 | 1.15M |
META PLATF.DFND | CL A | 440.31K | SH | $324.99M 3.11% | 115.09K | 0.00 | 325.22K |
VISA INC.DFND | COM CL A | 888.68K | SH | $315.52M 3.02% | 84.40K | 0.00 | 804.28K |
COCA-COLA CO.DFND | COM | 3.95M | SH | $279.55M 2.67% | 618.59K | 0.00 | 3.33M |
PROCTER GAMBLESOLE | COM | 1.72M | SH | $274.51M 2.62% | 308.27K | 0.00 | 1.41M |
THERMO FISH.SCIENTIF.DFND | COM | 613.73K | SH | $248.84M 2.38% | 71.08K | 0.00 | 542.64K |
ABBOTT LABSDFND | COM | 1.73M | SH | $234.88M 2.25% | 129.74K | 0.00 | 1.60M |
S&P GLOBAL INC.SOLE | COM | 418.25K | SH | $220.54M 2.11% | 104.89K | 0.00 | 313.36K |
BROADCOM INC.DFND | COM | 692.18K | SH | $190.80M 1.82% | 479.94K | 0.00 | 212.25K |
PALO ALTO NETWKSDFND | COM | 929.33K | SH | $190.18M 1.82% | 34.44K | 0.00 | 894.89K |
SALESFORCE INC.DFND | COM | 638.86K | SH | $174.21M 1.67% | 127.16K | 0.00 | 511.70K |
JPMORGAN CHASEDFND | COM | 583.67K | SH | $169.21M 1.62% | 66.80K | 0.00 | 516.87K |
VERTEX PHARMAC.DFND | COM | 319.62K | SH | $142.29M 1.36% | 84.95K | 0.00 | 234.67K |
CITIGROUP INC.SOLE | COM NEW | 1.63M | SH | $138.92M 1.33% | 20.25K | 0.00 | 1.61M |
NIKE INC.SOLE | COM | 1.86M | SH | $131.83M 1.26% | 0.00 | 0.00 | 1.86M |
MASTERCARD INC.DFND | CL A | 230.99K | SH | $129.80M 1.24% | 178.54K | 0.00 | 52.45K |
MCDONALDS CORP.DFND | COM | 419.99K | SH | $122.71M 1.17% | 108.24K | 0.00 | 311.75K |
TAIWAN SEMICON.MANU.DFND | SPONSORED ADS | 459.92K | SH | $104.17M 1.00% | 323.06K | 0.00 | 136.86K |
AMPHENOL CORP.DFND | CL A | 910.16K | SH | $89.88M 0.86% | 770.91K | 0.00 | 139.25K |
ABBVIE INC.DFND | COM | 470.72K | SH | $87.37M 0.84% | 376.92K | 0.00 | 93.79K |
ELI LILLYDFND | COM | 109.21K | SH | $85.13M 0.81% | 71.35K | 0.00 | 37.86K |
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