Filed: 11/13/2025ACC: 0000947871-25-000988
📋 What this filing means
B. METZLER SEEL. SOHN & CO. AG filed this quarterly 13F‑HR report disclosing 725 equity positions with a total reported market value of $11.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
725
Positions
$11.34B
Total AUM (reported)
69M
Total Shares
Allocation by class
COM$8.75B77.1%
CL A$832.41M7.3%
CAP STK CL A$612.48M5.4%
COM CL A$329.37M2.9%
COM NEW$281.19M2.5%
SPONSORED ADS$203.37M1.8%
CAP STK CL C$67.47M0.6%
Portfolio Concentration
Top 3$2.17B19.1%
4–10$2.73B24.0%
11–25$2.46B21.7%
Rest$3.99B35.2%
Top 3 weight
19.1%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 69M
Sole
Full voting authority
24.35M
shares
% of voting shares35.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
44.65M
shares
% of voting shares64.7%
Investment Discretion (by position count)
Sole31
Shared0
Other694
Dominant voting typeNone · 64.7% of voting shares
Institutional Holdings725
Rows:
MICROSOFT
DFNDShares1.54M
TypeSH
Market value$799.86M
7.05%
Sole
630.88K
Shared
0.00
None
913.41K
APPLE INC.
DFNDShares2.75M
TypeSH
Market value$700.01M
6.17%
Sole
927.65K
Shared
0.00
None
1.82M
NVIDIA CORP.
SOLEShares3.58M
TypeSH
Market value$667.14M
5.88%
Sole
1.88M
Shared
0.00
None
1.69M
ALPHABET INC.
SOLEShares2.52M
TypeSH
Market value$612.48M
5.40%
Sole
1.03M
Shared
0.00
None
1.49M
AMAZON.COM INC.
SOLEShares2.67M
TypeSH
Market value$586.11M
5.17%
Sole
896.97K
Shared
0.00
None
1.77M
META PLATFORMS INC
DFNDShares553.80K
TypeSH
Market value$406.70M
3.59%
Sole
97.58K
Shared
0.00
None
456.22K
THERMO FISHER SCIENTIFIC INC
DFNDShares616.50K
TypeSH
Market value$299.02M
2.64%
Sole
75.41K
Shared
0.00
None
541.10K
VISA INC.
SOLEShares866.30K
TypeSH
Market value$295.74M
2.61%
Sole
66.60K
Shared
0.00
None
799.70K
COCA-COLA CO.
SOLEShares4.04M
TypeSH
Market value$268.13M
2.36%
Sole
627.77K
Shared
0.00
None
3.42M
PROCTER GAMBLE
SOLEShares1.68M
TypeSH
Market value$258.72M
2.28%
Sole
248.78K
Shared
0.00
None
1.44M
ABBOTT LABS
SOLEShares1.75M
TypeSH
Market value$234.92M
2.07%
Sole
124.45K
Shared
0.00
None
1.63M
MCDONALDS CORP.
SOLEShares760.76K
TypeSH
Market value$231.19M
2.04%
Sole
91.32K
Shared
0.00
None
669.44K
BROADCOM INC.
SOLEShares633.52K
TypeSH
Market value$209.01M
1.84%
Sole
423.36K
Shared
0.00
None
210.16K
S&P GLOBAL INC.
SOLEShares427.74K
TypeSH
Market value$208.18M
1.84%
Sole
114.56K
Shared
0.00
None
313.17K
PALO ALTO NETWKS
DFNDShares946.28K
TypeSH
Market value$192.68M
1.70%
Sole
39.87K
Shared
0.00
None
906.41K
JPMORGAN CHASE
DFNDShares594.29K
TypeSH
Market value$187.46M
1.65%
Sole
76.87K
Shared
0.00
None
517.42K
SALESFORCE INC.
SOLEShares702.50K
TypeSH
Market value$166.49M
1.47%
Sole
174.50K
Shared
0.00
None
528K
CITIGROUP INC.
SOLEShares1.63M
TypeSH
Market value$165.81M
1.46%
Sole
39.86K
Shared
0.00
None
1.59M
PEPSICO INC.
SOLEShares1.01M
TypeSH
Market value$142.41M
1.26%
Sole
64.42K
Shared
0.00
None
949.60K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares505.59K
TypeSH
Market value$141.21M
1.25%
Sole
358.52K
Shared
0.00
None
147.06K
MASTERCARD INC.
DFNDShares231.84K
TypeSH
Market value$131.87M
1.16%
Sole
180.15K
Shared
0.00
None
51.69K
VERTEX PHARMACEUTICALS INC
DFNDShares315.42K
TypeSH
Market value$123.53M
1.09%
Sole
78.24K
Shared
0.00
None
237.18K
ABBVIE INC.
DFNDShares498.62K
TypeSH
Market value$115.45M
1.02%
Sole
408.44K
Shared
0.00
None
90.19K
ELI LILLY
DFNDShares139.79K
TypeSH
Market value$106.66M
0.94%
Sole
102.75K
Shared
0.00
None
37.04K
AMPHENOL CORP.
DFNDShares819.68K
TypeSH
Market value$101.44M
0.89%
Sole
685.99K
Shared
0.00
None
133.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFTDFND | COM | 1.54M | SH | $799.86M 7.05% | 630.88K | 0.00 | 913.41K |
APPLE INC.DFND | COM | 2.75M | SH | $700.01M 6.17% | 927.65K | 0.00 | 1.82M |
NVIDIA CORP.SOLE | COM | 3.58M | SH | $667.14M 5.88% | 1.88M | 0.00 | 1.69M |
ALPHABET INC.SOLE | CAP STK CL A | 2.52M | SH | $612.48M 5.40% | 1.03M | 0.00 | 1.49M |
AMAZON.COM INC.SOLE | COM | 2.67M | SH | $586.11M 5.17% | 896.97K | 0.00 | 1.77M |
META PLATFORMS INCDFND | CL A | 553.80K | SH | $406.70M 3.59% | 97.58K | 0.00 | 456.22K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 616.50K | SH | $299.02M 2.64% | 75.41K | 0.00 | 541.10K |
VISA INC.SOLE | COM CL A | 866.30K | SH | $295.74M 2.61% | 66.60K | 0.00 | 799.70K |
COCA-COLA CO.SOLE | COM | 4.04M | SH | $268.13M 2.36% | 627.77K | 0.00 | 3.42M |
PROCTER GAMBLESOLE | COM | 1.68M | SH | $258.72M 2.28% | 248.78K | 0.00 | 1.44M |
ABBOTT LABSSOLE | COM | 1.75M | SH | $234.92M 2.07% | 124.45K | 0.00 | 1.63M |
MCDONALDS CORP.SOLE | COM | 760.76K | SH | $231.19M 2.04% | 91.32K | 0.00 | 669.44K |
BROADCOM INC.SOLE | COM | 633.52K | SH | $209.01M 1.84% | 423.36K | 0.00 | 210.16K |
S&P GLOBAL INC.SOLE | COM | 427.74K | SH | $208.18M 1.84% | 114.56K | 0.00 | 313.17K |
PALO ALTO NETWKSDFND | COM | 946.28K | SH | $192.68M 1.70% | 39.87K | 0.00 | 906.41K |
JPMORGAN CHASEDFND | COM | 594.29K | SH | $187.46M 1.65% | 76.87K | 0.00 | 517.42K |
SALESFORCE INC.SOLE | COM | 702.50K | SH | $166.49M 1.47% | 174.50K | 0.00 | 528K |
CITIGROUP INC.SOLE | COM NEW | 1.63M | SH | $165.81M 1.46% | 39.86K | 0.00 | 1.59M |
PEPSICO INC.SOLE | COM | 1.01M | SH | $142.41M 1.26% | 64.42K | 0.00 | 949.60K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 505.59K | SH | $141.21M 1.25% | 358.52K | 0.00 | 147.06K |
MASTERCARD INC.DFND | CL A | 231.84K | SH | $131.87M 1.16% | 180.15K | 0.00 | 51.69K |
VERTEX PHARMACEUTICALS INCDFND | COM | 315.42K | SH | $123.53M 1.09% | 78.24K | 0.00 | 237.18K |
ABBVIE INC.DFND | COM | 498.62K | SH | $115.45M 1.02% | 408.44K | 0.00 | 90.19K |
ELI LILLYDFND | COM | 139.79K | SH | $106.66M 0.94% | 102.75K | 0.00 | 37.04K |
AMPHENOL CORP.DFND | CL A | 819.68K | SH | $101.44M 0.89% | 685.99K | 0.00 | 133.69K |
Page 1 of 29
…