MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH — 13F holdings

MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH reported 197 holdings worth $3.54B in its 13F filing for Q2 2025, filed July 16, 2025.

Largest positions

1. NVDA NVIDIA CORPORATION — $157M (4.4%)
2. MSFT MICROSOFT CORP — $145M (4.1%)
3. AVGO BROADCOM INC — $93.5M (2.6%)
4. PCAR PACCAR INC — $80.3M (2.3%)
5. V Visa Inc — $76.4M (2.2%)
6. UNILEVER PLC — $74.6M (2.1%)
7. EMR EMERSON ELEC CO — $72.4M (2.0%)
8. GOOGL ALPHABET INC — $70.8M (2.0%)
9. MRK MERCK & CO INC — $70.3M (2.0%)
10. GILD GILEAD SCIENCES INC — $70.2M (2.0%)