What smart money is saying about Commerzbank
1 fund in our archive has pitched Commerzbank — most recently Hardman Johnston Global Equity in June 2025.
Commerzbank AG provides banking and capital market services to private and small business customers, multinational groups, financial service providers, and institutional clients worldwide. It operates through two segments, Private and Small-Business Customers, and Corporate Clients. The company offers accounts, commercial payments, payment enabling, clearing and custody, and other services; trade services, including documentary collection, letters of credit, guarantees, trade facilitation, supply chain financing, buyer's credit, and forfaiting services; and bilateral loans, club deals, Schuldschein instruments, syndicated loans, bonds, private placements, other debt instruments, and Islamic financing services. It also provides money market, and commodities and precious metals products; interest, currency, and liquidity management services, as well as wealth management services. The company operates approximately 790 branches. Commerzbank AG was founded in 1870 and is headquartered in Frankfurt am Main, Germany.
Fund activity · 6 positions · 3 moves
- ExitedHardman Johnston International Equity StrategyJune 2026
“We fully liquidated our investments in Prosus N.V. and Commerzbank AG.”
Read the letterCommerzbank - ExitedHardman Johnston Global Equity (Hardman Johnston Global Advisors)June 2026
“We fully liquidated our investments in Commerzbank AG, Meta Platforms Inc. Class A, and Universal Display Corp.”
Read the letterCommerzbank - ExitedHardman Johnston International Equity Developed MarketsJune 2026
“We fully liquidated our investments in Prosus N.V. and Commerzbank AG.”
Read the letterCommerzbank - HoldsHardman Johnston International Equity Developed MarketsMarch 2026
“Commerzbank underperformed along with many bank stocks, as a result of macro factors that negatively impacted net interest income (NII) growth, driven by an economic slowdown following the energy price shock.”
Read the letterCommerzbank - HoldsHardman Johnston Global EquityMarch 2026
“Commerzbank underperformed along with many bank stocks, as a result of macro factors that negatively impacted net interest income (NII) growth, driven by an economic slowdown following the energy price shock.”
Read the letterCommerzbank - HoldsHardman Johnston International EquityMarch 2026
“Commerzbank underperformed along with many bank stocks, as a result of macro factors that negatively impacted net interest income (NII) growth, driven by an economic slowdown following the energy price shock.”
Read the letterCommerzbank
Also mentioned · 2
These funds discuss Commerzbank — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Pan-European Equity Income FundJuly 2026
“Meanwhile, UniCredit is attempting to buy German lender Commerzbank, although the government (which owns 12% of the bank) has made its opposition clear, and shareholders have shown little appetite for the deal so far.”
Read the letterCommerzbank - MentionedGuinness European Equity Income FundJuly 2026
“Meanwhile, UniCredit is attempting to buy German lender Commerzbank, although the government (which owns 12% of the bank) has made its opposition clear, and shareholders have shown little appetite for the deal so far.”
Read the letterCommerzbank
Fund coverage · 1 thesis
- Hardman Johnston Global EquityJune 2025
Commerzbank is a leading German bank undergoing a strategic transformation with a focus on profitability and digitalization, presenting an attractive turnaround opportunity amid a recovering economy.
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