MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$4.5B
Holdings
54
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CVS
CVS HEALTH CORP
Q1 2026: Increased +116.2% (47.4k → 102.5k shares)
13.8%
02
$THC
TENET HEALTHCARE CORP
Held since at least Q1 2024
10.5%
03
$GPN
GLOBAL PMTS INC
Held since at least Q1 2024
9.5%
04
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Increased +80.0% (56.9k → 102.4k shares)
8.4%
05
$TEVA
TEVA PHARMACEUTICAL INDS LTD
Held since at least Q1 2024
7.5%
06
$GTM
ZOOMINFO TECHNOLOGIES INC
Held since at least Q1 2024
4.5%
07
$AMZN
AMAZON COM INC
Q1 2026: Increased +80.2% (130.7k → 235.5k shares)
3.2%
08
$TMO
THERMO FISHER SCIENTIFIC INC
Q1 2026: Increased +100.0% (2.3k → 4.6k shares)
3.1%
09
$DXC
DXC TECHNOLOGY CO
Held since at least Q1 2024
2.5%
10
$UHS
UNIVERSAL HLTH SVCS INC
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:14 UTC.