Deutsche Bank Portfolio holdings
Deutsche Bank AG, founded in 1870 to finance German exports and headquartered in Frankfurt, Germany, is a leading global investment bank with a significant presence in commercial banking, wealth management, and asset management, managing billions in assets across Europe, the Americas, and Asia. Known for its expertise in trading, corporate finance, and mergers and acquisitions, it serves corporations, governments, and institutional clients, though it has faced challenges, including hefty fines and restructuring efforts following the 2008 financial crisis and subsequent scandals. Under CEO Christian Sewing since 2018, the bank has shifted focus toward cost-cutting, digital transformation, and strengthening its core European operations, while its asset management arm, DWS, oversees hundreds of billions in investments. Despite a turbulent past, Deutsche Bank remains a key player in global finance, balancing its legacy with efforts to adapt to a rapidly evolving industry.
Top Buys
| 1 |
Microsoft
MSFT
|
+$775M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$508M |
| 3 |
Amazon
AMZN
|
+$497M |
| 4 |
Meta Platforms (Facebook)
META
|
+$430M |
| 5 |
Costco
COST
|
+$345M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$325M |
| 2 |
Deutsche Bank
DB
|
+$310M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$292M |
| 4 |
Pfizer
PFE
|
+$266M |
| 5 |
Apple
AAPL
|
+$254M |
Sector Composition
| 1 | Technology | 26.73% |
| 2 | Healthcare | 13.88% |
| 3 | Financials | 11.82% |
| 4 | Communication Services | 9% |
| 5 | Consumer Discretionary | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Wintrust Financial
WTFC
$9.08B
| $897K | ﹤0.01% |
8,596
+4,189
| +95% | +$437K |
|
2002
Appian
APPN
$2.28B
| $895K | ﹤0.01% |
22,392
+1,405
| +7% | +$56.1K |
|
2003
Cushman & Wakefield
CWK
$3.85B
| $893K | ﹤0.01% |
85,327
+4,664
| +6% | +$48.8K |
|
2004
ProQR Therapeutics
PRQR
$231M
| $882K | ﹤0.01% |
385,149
-59
| -0% | -$135 |
|
2005
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $881K | ﹤0.01% |
9,602
| – | – |
|
2006
American Axle
AXL
$697M
| $874K | ﹤0.01% |
118,702
-424
| -0.4% | -$3.12K |
|
2007
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.1B
| $873K | ﹤0.01% |
10,925
-1,013
| -8% | -$80.9K |
|
2008
Gulfport Energy Corp
GPOR
$3.06B
| $869K | ﹤0.01% |
5,427
+220
| +4% | +$35.2K |
|
2009
B&G Foods
BGS
$360M
| $868K | ﹤0.01% |
75,846
-517
| -0.7% | -$5.91K |
|
2010
NextDecade
NEXT
$1.79B
| $865K | ﹤0.01% |
152,293
+113,582
| +293% | +$645K |
|
2011
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $865K | ﹤0.01% |
6,866
+1,096
| +19% | +$138K |
|
2012
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.92B
| $863K | ﹤0.01% |
7,385
-1,318
| -15% | -$154K |
|
2013
US Physical Therapy
USPH
$1.22B
| $859K | ﹤0.01% |
7,607
-43
| -0.6% | -$4.85K |
|
|
BWIN
2014
Baldwin Insurance Group
BWIN
$2.22B
| $856K | ﹤0.01% |
29,595
-1,224
| -4% | -$35.4K |
|
2015
MGIC Investment
MTG
$6.55B
| $856K | ﹤0.01% |
38,298
-549
| -1% | -$12.3K |
|
2016
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $855K | ﹤0.01% |
17,700
| – | – |
|
2017
TeraWulf
WULF
$4.39B
| $854K | ﹤0.01% |
324,740
-2,407
| -0.7% | -$6.33K |
|
2018
Virtus Investment Partners
VRTS
$1.34B
| $854K | ﹤0.01% |
3,443
-7,204
| -68% | -$1.79M |
|
2019
Zeta Global
ZETA
$4.84B
| $850K | ﹤0.01% |
77,725
+6,599
| +9% | +$72.1K |
|
2020
Renasant Corp
RNST
$3.68B
| $849K | ﹤0.01% |
27,097
-148
| -0.5% | -$4.64K |
|
2021
EchoStar
SATS
$21.5B
| $846K | ﹤0.01% |
59,394
+6,008
| +11% | +$85.6K |
|
2022
Lithia Motors
LAD
$8.56B
| $846K | ﹤0.01% |
2,811
+57
| +2% | +$17.1K |
|
2023
Lakeland Financial Corp
LKFN
$1.66B
| $845K | ﹤0.01% |
12,739
+516
| +4% | +$34.2K |
|
2024
WaFd
WAFD
$2.46B
| $844K | ﹤0.01% |
29,076
-1,593
| -5% | -$46.2K |
|
2025
Stewart Information Services
STC
$2.09B
| $844K | ﹤0.01% |
12,965
-15,546
| -55% | -$1.01M |
|