DOSSIER · 13F-HR · Q1 2026

B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & AG's hedge fund based in Boston, MA — $10.8B in tracked AUM across 1,137 positions as of Q1 2026.

BM

B. Metzler seel. Sohn & AG·Boston, MA·Hedge Fund

CIK 0001847838 · last filed Mar 31, 2026

Total AUM

$10.8B

▲ 5.8%

vs prior

Holdings

1,137

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

Top sector

Tech

9% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: B. Metzler seel. Sohn & Co. AG

1. Portfolio Overview

B. Metzler seel. Sohn & Co. AG reported a significant expansion in its U.S. equity portfolio for the quarter ending September 30, 2025. The total portfolio value grew by 8.4%, rising from $10.46 billion to $11.34 billion. This growth outpaced typical passive market appreciation, indicating a combination of asset allocation shifts and positive market performance on underlying holdings...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

NVIDIA CORP.

$680M3.9M6.3%

02

MICROSOFT

$619M1.7M5.8%

03

ALPHABET INC.

$571M2.0M5.3%

04

AMAZON.COM INC.

$549M2.6M5.1%

05

APPLE INC.

$538M2.1M5.0%

06

META PLATF.

$310M541K2.9%

07

COCA-COLA CO.

$309M4.1M2.9%

08

THERMO FISH.SCIENTIF.

$286M581K2.7%

09

JPMORGAN CHASE

$279M949K2.6%

10

VISA INC.

$261M863K2.4%

Filing history

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