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How do Germans invest their assets?

Together with the Institut für Vermögensaufbau (IVA), QPLIX has examined this question in the largest data-based study of its kind - the Trendmonitor Vermögensverwaltung (TMVV) 2024. The TMVV is the largest German evaluation of its kind with anonymized and aggregated data on the composition of more than 62,000 real portfolios at over 120 independent asset managers. The study thus covers almost a third of all independent German asset managers.

Trendmonitor Asset Management 2025

  • German capital is increasingly invested abroad, US share at record level (44.3%), Germany below 30 percent for the first time
  • Time series comparison: US tech giants “Magnificent Seven” have more than tripled their share in German portfolios since 2018
  • German favorite stocks: Danish pharmaceutical giant Novo Nordisk becomes the favorite stock in German portfolios
  • ESG investments are rising steadily, but remain marginal overall despite EU taxonomy
Dr. Andreas Ritter
Vorstand Institut für Vermögensaufbau (IVA) AG
Dr. Andreas Ritter
Vorstand Institut für Vermögensaufbau (IVA) AG
This study is only available in german.
Download Trendmonitor 2025 here