MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH — 13F Holdings

2025 Q2  ·  217 Positions

2025 Q2 Portfolio Activity

In 2025 Q2, MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH maintained a portfolio of 217 distinct positions. The most significant new addition was ARCHER DANIELS MIDLAND, now representing 1.10% of the total fund value. They heavily accumulated shares in PALO ALTO NETWKS DL-,0001, increasing the position by 277.3%. Conversely, MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH completely exited their position in RIO TINTO PLC.
Position History hover any row below to update
Loading…
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH Munich, Bavaria Insurance Asset Manager AUM $3,544M
PCA Score Concentration Risk
Risk ENB
Total Positions
217
Quarter
2025 Q2
Top Holding
NVDA (4.4%)
Top 10 Concentration
25.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 217

MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH Full Holdings List — 2025 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORP. DL...
Technology 4.44% 3.87% #1 1
Prev: #2
4.3
-219,807 -18.1%
P
S
996,049 $157,365,782 2013 Q1 13F Filing 2025-06-30 2025-08-14 (Est.)
MSFT
MICROSOFT DL-,0...
Technology 4.10% 3.97% #2 1
Prev: #1
3.6
-67,415 -18.7%
P
S
292,419 $145,452,135 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
AVGO
BROADCOM INC. D...
Technology 2.64% 2.44% #3
Prev: #3
2.1
-157,396 -31.7%
P
S
339,122 $93,478,979 2018 Q2 13F Filing 2025-06-30 2025-08-14 (Est.)
PCAR
PACCAR INC. DL ...
Industrials 2.27% 2.27% #4 1
Prev: #5
3.4
49,523 6.2%
P
S
844,469 $80,275,223 2015 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
V
VISA INC. CL. A...
Financial Services 2.16% 2.14% #5 2
Prev: #7
1.9
7,920 3.8%
P
S
215,277 $76,434,099 2013 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
UL
UNILEVER ADR/1 ...
Consumer Defensive 2.10% 1.89% #6 7
Prev: #13
2.8
138,646 12.8%
P
S
1,219,261 $74,582,195 2021 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
EMR
EMERSON EL. DL ...
Industrials 2.04% 1.56% #7 17
Prev: #24
2.8
58,260 12.0%
P
S
543,300 $72,438,189 2017 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
GOOGL
ALPHABET INC.CL...
Communication Services 2.00% 1.86% #8 8
Prev: #16
1.3
-7,147 -1.7%
P
S
401,672 $70,786,657 2015 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
MRK
MERCK CO. DL-,0...
Healthcare 1.98% 2.13% #9 1
Prev: #8
2.8
79,529 9.8%
P
S
888,415 $70,326,931 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
GILD
GILEAD SCIENCES...
Healthcare 1.98% 1.56% #10 15
Prev: #25
3.3
158,552 33.4%
P
S
632,892 $70,168,736 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
MA
MASTERCARD INC....
Financial Services 1.95% 1.79% #11 6
Prev: #17
2.8
12,038 10.8%
P
S
123,015 $69,127,049 2014 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
AIG
AMER.INTL GRP N...
Financial Services 1.93% 2.10% #12 3
Prev: #9
1.3
-23,546 -2.9%
P
S
798,852 $68,373,743 2012 Q2 13F Filing 2025-06-30 2025-08-14 (Est.)
NDAQ
NASDAQ INC. DL ...
Financial Services 1.88% 1.48% #13 16
Prev: #29
2.8
81,621 12.3%
P
S
743,463 $66,480,461 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
AMZN
AMAZON.COM INC....
Consumer Cyclical 1.83% 2.36% #14 10
Prev: #4
0.7
-126,192 -29.9%
P
S
296,234 $64,990,777 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
CVX
CHEVRON CORP. D...
Energy 1.78% 2.16% #15 9
Prev: #6
1.7
no change no change
P
S
439,345 $62,909,811 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
PPG
PPG IND. INC. D...
Basic Materials 1.77% 1.53% #16 11
Prev: #27
2.7
75,118 15.8%
P
S
551,217 $62,700,934 2012 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
LHX
L3HARRIS TECHS ...
Industrials 1.71% 1.29% #17 17
Prev: #34
2.7
31,700 15.1%
P
S
241,980 $60,698,263 2019 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
CCI
CROWN CASTLE IN...
Real Estate 1.70% 1.71% #18
Prev: #18
2.7
29,893 5.4%
P
S
587,994 $60,404,624 2017 Q1 13F Filing 2025-06-30 2025-08-14 (Est.)
GOOG
ALPHABET INC.CL...
Communication Services 1.69% 1.59% #19 4
Prev: #23
1.2
-8,422 -2.4%
P
S
336,864 $59,756,305 2012 Q2 13F Filing 2025-06-30 2025-08-14 (Est.)
NXPI
NXP SEMICONDUCT...
Technology 1.68% 1.47% #20 10
Prev: #30
1.2
9,438 3.6%
P
S
272,835 $59,611,719 2022 Q2 13F Filing 2025-06-30 2025-08-14 (Est.)
GLPI
GAMING - LEISUR...
Real Estate 1.67% 1.89% #21 7
Prev: #14
1.2
3,932 0.3%
P
S
1,264,391 $59,021,772 2022 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
RJF
RAYMOND JAMES F...
Financial Services 1.64% 1.63% #22 3
Prev: #19
1.2
-20,737 -5.2%
P
S
379,000 $58,127,230 2017 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
META
META PLATF. A D...
Communication Services 1.63% 1.99% #23 11
Prev: #12
0.7
-39,356 -33.4%
P
S
78,373 $57,846,328 2014 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
ELV
ELEVANCE HEALTH...
Healthcare 1.54% 2.08% #24 14
Prev: #10
1.1
-21,777 -13.4%
P
S
140,686 $54,721,227 2014 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
SRE
SEMPRA
Utilities 1.54% 1.44% #25 6
Prev: #31
1.1
32,803 4.8%
P
S
721,455 $54,664,645 2013 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
BKNG
BOOKING HLDGS D...
Consumer Cyclical 1.51% 1.30% #26 7
Prev: #33
1.1
-364 -3.8%
P
S
9,265 $53,637,309 2018 Q1 13F Filing 2025-06-30 2025-08-14 (Est.)
LLY
ELI LILLY
Healthcare 1.47% 1.88% #27 12
Prev: #15
1.1
-10,723 -13.8%
P
S
66,841 $52,104,565 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
AEP
AMER. EL. PWR D...
Utilities 1.46% 1.59% #28 7
Prev: #21
1.1
858 0.2%
P
S
497,091 $51,578,162 2013 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 1.45% 2.05% #29 18
Prev: #11
3.1
31,707 23.9%
P
S
164,633 $51,360,557 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
PANW
PALO ALTO NETWK...
Technology 1.34% 0.31% #30 36
Prev: #66
3.5
170,021 277.3%
P
S
231,344 $47,342,236 2024 Q2 13F Filing 2025-06-30 2025-08-14 (Est.)
BAC
BANK AMERICA DL...
Financial Services 1.29% 1.11% #31 13
Prev: #44
2.5
61,792 6.8%
P
S
965,998 $45,711,025 2012 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
KDP
KEURIG DR PEPPE...
Consumer Defensive 1.28% 1.33% #32
Prev: #32
1.0
53,911 4.1%
P
S
1,374,965 $45,456,343 2021 Q2 13F Filing 2025-06-30 2025-08-14 (Est.)
RF
REGIONS FINANCI...
Financial Services 1.28% 1.02% #33 15
Prev: #48
3.0
325,997 20.3%
P
S
1,930,680 $45,409,594 2012 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
MTB
M&T BANK DL-,50
Financial Services 1.27% 1.12% #34 8
Prev: #42
2.5
20,191 9.5%
P
S
232,896 $45,179,495 2012 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
DB
DEUTSCHE BANK A...
Financial Services 1.25% 1.26% #35
Prev: #35
1.0
-322,450 -17.7%
P
S
1,503,105 $44,410,446 2012 Q2 13F Filing 2025-06-30 2025-08-14 (Est.)
AAPL
APPLE INC.
Technology 1.23% 1.63% #36 16
Prev: #20
1.0
-36,990 -14.8%
P
S
212,203 $43,537,690 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
CRM
SALESFORCE INC....
Technology 1.23% 1.19% #37 1
Prev: #38
2.5
9,023 6.0%
P
S
159,378 $43,460,787 2015 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
ROP
ROPER TECHNOLOG...
Technology 1.22% 1.51% #38 10
Prev: #28
1.0
-10,526 -12.1%
P
S
76,377 $43,298,885 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
ATO
ATMOS EN. CORP.
Utilities 1.20% 1.59% #39 17
Prev: #22
0.5
-75,318 -21.5%
P
S
275,000 $42,380,250 2019 Q1 13F Filing 2025-06-30 2025-08-14 (Est.)
WY
WEYERHAEUSER CO...
Real Estate 1.18% 1.23% #40 3
Prev: #37
2.5
201,365 14.1%
P
S
1,629,743 $41,868,098 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
PFE
PFIZER INC. DL-...
Healthcare 1.11% 1.54% #41 15
Prev: #26
0.4
-448,907 -21.6%
P
S
1,624,887 $39,387,261 2011 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
ADM
ARCHER DANIELS ...
Consumer Defensive 1.10% #42
Prev: #—
3.9
740,695
NEW
740,695 $39,093,882 2012 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
AVY
AVERY DENNISON ...
Consumer Cyclical 1.10% #43
Prev: #—
3.9
222,697
NEW
222,697 $39,076,643 2015 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
TJX
TJX COS INC. DL...
Consumer Cyclical 1.09% 1.18% #44 4
Prev: #40
0.9
-16,764 -5.1%
P
S
312,708 $38,616,311 2012 Q2 13F Filing 2025-06-30 2025-08-14 (Est.)
NFLX
NETFLIX INC. DL...
Communication Services 1.06% 0.95% #45 6
Prev: #51
0.9
-6,737 -19.4%
P
S
28,007 $37,505,014 2017 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
TSCO
TRACTOR SUPPLY ...
Consumer Cyclical 1.02% 1.25% #46 10
Prev: #36
0.9
-91,098 -11.8%
P
S
682,288 $36,004,338 2017 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
HWM
HOWMET AEROSPAC...
Industrials 0.87% 1.11% #47 4
Prev: #43
0.3
-126,803 -43.4%
P
S
165,544 $30,812,705 2021 Q1 13F Filing 2025-06-30 2025-08-14 (Est.)
ABBV
ABBVIE INC. DL-...
Healthcare 0.85% 1.09% #48 2
Prev: #46
0.8
-13,715 -7.8%
P
S
162,557 $30,173,830 2013 Q3 13F Filing 2025-06-30 2025-08-14 (Est.)
KVUE
KENVUE INC. DL ...
Consumer Defensive 0.85% 1.09% #49 4
Prev: #45
0.8
-115,542 -7.5%
P
S
1,432,579 $29,983,878 2024 Q1 13F Filing 2025-06-30 2025-08-14 (Est.)
AZO
AUTOZONE INC. D...
Consumer Cyclical 0.77% #50
Prev: #—
3.8
7,341
NEW
7,341 $27,251,480 2017 Q4 13F Filing 2025-06-30 2025-08-14 (Est.)
Showing 1-50 of 217 holdings

Unlock Full MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →