Universal- Beteiligungs- und Servicegesellschaft mbH

13F filer · CIK 0002057170

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$65.4BU.S. long equity reported on 13F

Positions1,978134 new · 88 closed

Net flow last quarter-$1.51BBuys minus sells

Top 10 positions weight31.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 20261,978 positions
NVDANvidia Corp	$4.2B	6.42%	0.09%	-4.7%	Q4 2024
AAPLApple Inc.	$3.15B	4.81%	0.07%	-2.3%	Q4 2024
MSFTMicrosoft Corp	$2.47B	3.78%	0.09%	-2.5%	Q4 2024
GOOGLAlphabet Inc.	$2.31B	3.53%	0.05%	-6.6%	Q4 2024
AMZNAmazon Com Inc	$2.15B	3.29%	0.08%	-4.2%	Q4 2024
AVGOBroadcom Inc.	$1.43B	2.19%	0.08%	+0.1%	Q4 2024
GOOGAlphabet Inc.	$1.31B	2.00%	Not reported	-5.8%	Q4 2024
MUMicron Technology Inc	$1.18B	1.80%	0.09%	-8.6%	Q4 2024
METAMeta Platforms, Inc.	$1.1B	1.69%	Not reported	-7.4%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.01B	1.55%	0.11%	-1.1%	Q4 2024
TSLATesla, Inc.	$752M	1.15%	0.05%	-2.4%	Q4 2024
LLYELI LILLY & Co	$729M	1.11%	0.06%	+2.9%	Q4 2024
VVisa Inc.	$716M	1.10%	0.11%	-1.9%	Q4 2024
AMATApplied Materials Inc	$626M	0.96%	0.11%	-4.5%	Q4 2024
LRCXLam Research Corp	$586M	0.90%	0.11%	-5.3%	Q4 2024
JPMJPMorgan Chase & Co	$552M	0.84%	0.06%	-10.5%	Q4 2024
JNJJohnson & Johnson	$552M	0.84%	0.09%	+0.3%	Q4 2024
CSCOCisco Systems, Inc.	$496M	0.76%	0.11%	-4.3%	Q4 2024
MAMastercard Inc	$494M	0.76%	0.08%	-5.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$434M	0.66%	Not reported	-3.3%	Q4 2024
LINLinde PLC	$424M	0.65%	0.18%	-5.8%	Q4 2024
INTCIntel Corp	$415M	0.63%	0.06%	-11.5%	Q4 2024
WMTWalmart Inc.	$412M	0.63%	0.05%	-1.3%	Q4 2024
KLACKla Corp	$393M	0.60%	0.10%	+3.6%	Q4 2024
ABBVAbbVie Inc.	$358M	0.55%	0.08%	-5.0%	Q4 2024
PANWPalo Alto Networks Inc	$333M	0.51%	0.12%	-14.0%	Q4 2024
NFLXNetflix Inc	$332M	0.51%	0.11%	-2.9%	Q4 2024
COSTCostco Wholesale Corp	$314M	0.48%	0.08%	+2.0%	Q4 2024
PGPROCTER & GAMBLE Co	$305M	0.47%	0.09%	+1.5%	Q4 2024
CATCaterpillar Inc	$294M	0.45%	0.06%	-0.2%	Q4 2024
WELLWelltower Inc.	$283M	0.43%	0.17%	+6.2%	Q4 2024
KOCoca Cola Co	$273M	0.42%	0.08%	+0.8%	Q4 2024
MRVLMarvell Technology, Inc.	$266M	0.41%	0.10%	-14.4%	Q4 2024
IBMInternational Business Machines Corp	$265M	0.41%	0.10%	+24.1%	Q4 2024
UNHUnitedhealth Group Inc	$265M	0.41%	0.07%	-1.5%	Q4 2024
BACBank of America Corp	$265M	0.40%	0.07%	-6.0%	Q4 2024
XOMExxonMobil Holdings Corp	$254M	0.39%	0.05%	-3.5%	Q4 2024
CRMSalesforce, Inc.	$252M	0.39%	0.20%	+6.1%	Q4 2024
WDCWestern Digital Corp	$250M	0.38%	0.11%	-16.9%	Q4 2024
MRKMerck & Co., Inc.	$245M	0.37%	0.08%	-6.9%	Q4 2024
ADIAnalog Devices Inc	$239M	0.37%	0.12%	+1.3%	Q4 2024
QCOMQualcomm Inc	$237M	0.36%	0.12%	-18.6%	Q4 2024
APHAmphenol Corp	$237M	0.36%	0.11%	-6.6%	Q4 2024
MCDMcdonalds Corp	$233M	0.36%	0.12%	-4.1%	Q4 2024
MSMorgan Stanley	$232M	0.36%	0.07%	0.0%	Q4 2024
HDHome Depot, Inc.	$231M	0.35%	0.07%	-9.3%	Q4 2024
PEPPepsico Inc	$225M	0.34%	0.12%	-3.5%	Q4 2024
BKNGBooking Holdings Inc.	$221M	0.34%	0.16%	+0.7%	Q4 2024
MELIMercadolibre Inc	$221M	0.34%	0.26%	-8.7%	Q4 2024
EQIXEquinix Inc	$217M	0.33%	0.21%	-8.8%	Q4 2024

Q1 2026Reported May 11, 20261,930 positions
NVDANvidia Corp	$3.84B	6.61%	0.09%	-1.0%	Q4 2024
AAPLApple Inc.	$2.83B	4.87%	0.08%	-0.4%	Q4 2024
MSFTMicrosoft Corp	$2.52B	4.33%	0.09%	-3.6%	Q4 2024
GOOGLAlphabet Inc.	$1.99B	3.43%	0.06%	-0.5%	Q4 2024
AMZNAmazon Com Inc	$1.97B	3.38%	0.09%	0.0%	Q4 2024
METAMeta Platforms, Inc.	$1.21B	2.08%	Not reported	+3.4%	Q4 2024
AVGOBroadcom Inc.	$1.17B	2.02%	0.08%	-3.4%	Q4 2024
GOOGAlphabet Inc.	$1.13B	1.95%	Not reported	-2.3%	Q4 2024
TSLATesla, Inc.	$681M	1.17%	0.05%	+3.6%	Q4 2024
VVisa Inc.	$643M	1.11%	0.11%	-2.2%	Q4 2024
JPMJPMorgan Chase & Co	$555M	0.96%	0.07%	-4.1%	Q4 2024
LLYELI LILLY & Co	$544M	0.94%	0.06%	-1.0%	Q4 2024
JNJJohnson & Johnson	$530M	0.91%	0.09%	+0.1%	Q4 2024
MAMastercard Inc	$509M	0.88%	0.08%	-6.0%	Q4 2024
NFLXNetflix Inc	$460M	0.79%	0.11%	+3.0%	Q4 2024
WMTWalmart Inc.	$458M	0.79%	0.05%	+30.1%	Q4 2024
LINLinde PLC	$430M	0.74%	0.19%	+3.1%	Q4 2024
BRK.BBerkshire Hathaway Inc	$430M	0.74%	Not reported	-0.1%	Q4 2024
MUMicron Technology Inc	$377M	0.65%	0.10%	+11.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$361M	0.62%	0.11%	+8.8%	Q4 2024
CSCOCisco Systems, Inc.	$343M	0.59%	0.11%	+9.0%	Q4 2024
COSTCostco Wholesale Corp	$328M	0.56%	0.07%	+3.4%	Q4 2024
ABBVAbbVie Inc.	$328M	0.56%	0.09%	-1.0%	Q4 2024
XOMExxonMobil Holdings Corp	$326M	0.56%	0.05%	+7.2%	Q4 2024
AMATApplied Materials Inc	$311M	0.53%	0.12%	-4.8%	Q4 2024
LRCXLam Research Corp	$305M	0.53%	0.11%	-4.7%	Q4 2024
PGPROCTER & GAMBLE Co	$296M	0.51%	0.09%	+8.8%	Q4 2024
CRMSalesforce, Inc.	$283M	0.49%	0.16%	+6.6%	Q4 2024
MCDMcdonalds Corp	$278M	0.48%	0.13%	+10.8%	Q4 2024
PEPPepsico Inc	$267M	0.46%	0.13%	+6.2%	Q4 2024
KOCoca Cola Co	$254M	0.44%	0.08%	-0.7%	Q4 2024
MRKMerck & Co., Inc.	$247M	0.43%	0.08%	-8.8%	Q4 2024
MELIMercadolibre Inc	$247M	0.42%	0.28%	-1.6%	Q4 2024
BACBank of America Corp	$242M	0.42%	0.07%	-6.3%	Q4 2024
HDHome Depot, Inc.	$238M	0.41%	0.07%	-1.2%	Q4 2024
WELLWelltower Inc.	$232M	0.40%	0.17%	+0.8%	Q4 2024
PLTRPalantir Technologies Inc.	$232M	0.40%	0.07%	+9.2%	Q4 2024
EQIXEquinix Inc	$224M	0.39%	0.23%	-5.2%	Q4 2024
INTUIntuit Inc.	$218M	0.38%	0.18%	+13.2%	Q4 2024
PLDPrologis, Inc.	$216M	0.37%	0.18%	-3.9%	Q4 2024
WFCWells Fargo & Company	$214M	0.37%	0.09%	+1.3%	Q4 2024
NEENextera Energy Inc	$210M	0.36%	0.11%	+3.1%	Q4 2024
BKNGBooking Holdings Inc.	$207M	0.36%	0.16%	-5.0%	Q4 2024
ADBEAdobe Inc.	$204M	0.35%	0.21%	-5.2%	Q4 2024
QCOMQualcomm Inc	$204M	0.35%	0.15%	+14.8%	Q4 2024
DISWalt Disney Co	$198M	0.34%	0.12%	-2.2%	Q4 2024
CVXChevron Corp	$198M	0.34%	0.05%	+20.4%	Q4 2024
CATCaterpillar Inc	$197M	0.34%	0.06%	+5.7%	Q4 2024
ORCLOracle Corp	$191M	0.33%	0.05%	-2.5%	Q4 2024
ADIAnalog Devices Inc	$189M	0.33%	0.12%	-0.6%	Q4 2024

Q4 2025Reported Jan 28, 20261,910 positions
NVDANvidia Corp	$4.16B	6.75%	0.09%	-0.2%	Q4 2024
MSFTMicrosoft Corp	$3.41B	5.54%	0.09%	-0.8%	Q4 2024
AAPLApple Inc.	$3.04B	4.94%	0.08%	+0.8%	Q4 2024
AMZNAmazon Com Inc	$2.18B	3.54%	0.09%	+1.1%	Q4 2024
GOOGLAlphabet Inc.	$2.18B	3.54%	0.06%	-5.7%	Q4 2024
AVGOBroadcom Inc.	$1.36B	2.21%	0.08%	+4.9%	Q4 2024
METAMeta Platforms, Inc.	$1.35B	2.20%	Not reported	+2.0%	Q4 2024
GOOGAlphabet Inc.	$1.27B	2.06%	Not reported	-0.6%	Q4 2024
TSLATesla, Inc.	$796M	1.29%	0.05%	+1.2%	Q4 2024
VVisa Inc.	$764M	1.24%	0.12%	-0.8%	Q4 2024
LLYELI LILLY & Co	$643M	1.04%	0.06%	-5.3%	Q4 2024
JPMJPMorgan Chase & Co	$635M	1.03%	0.07%	-2.7%	Q4 2024
MAMastercard Inc	$620M	1.01%	0.09%	+0.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$452M	0.73%	Not reported	+0.1%	Q4 2024
JNJJohnson & Johnson	$450M	0.73%	0.09%	-5.4%	Q4 2024
NFLXNetflix Inc	$436M	0.71%	0.11%	-0.5%	Q4 2024
CRMSalesforce, Inc.	$376M	0.61%	0.15%	+4.7%	Q4 2024
LINLinde PLC	$360M	0.58%	0.18%	-4.8%	Q4 2024
AMDAdvanced Micro Devices Inc	$350M	0.57%	0.10%	+16.3%	Q4 2024
ABBVAbbVie Inc.	$348M	0.56%	0.09%	+0.6%	Q4 2024
WMTWalmart Inc.	$316M	0.51%	0.04%	+1.8%	Q4 2024
CSCOCisco Systems, Inc.	$313M	0.51%	0.10%	-4.8%	Q4 2024
ADBEAdobe Inc.	$311M	0.50%	0.21%	+12.3%	Q4 2024
INTUIntuit Inc.	$295M	0.48%	0.16%	+2.7%	Q4 2024
MELIMercadolibre Inc	$293M	0.48%	0.29%	+8.1%	Q4 2024
BACBank of America Corp	$291M	0.47%	0.07%	+8.3%	Q4 2024
MUMicron Technology Inc	$288M	0.47%	0.09%	+3.8%	Q4 2024
BKNGBooking Holdings Inc.	$278M	0.45%	0.16%	-6.9%	Q4 2024
COSTCostco Wholesale Corp	$275M	0.45%	0.07%	-0.3%	Q4 2024
PGPROCTER & GAMBLE Co	$271M	0.44%	0.08%	+1.8%	Q4 2024
ORCLOracle Corp	$260M	0.42%	0.05%	+11.9%	Q4 2024
PLTRPalantir Technologies Inc.	$259M	0.42%	0.06%	+4.9%	Q4 2024
LRCXLam Research Corp	$258M	0.42%	0.12%	-5.5%	Q4 2024
HDHome Depot, Inc.	$252M	0.41%	0.07%	-6.1%	Q4 2024
WFCWells Fargo & Company	$248M	0.40%	0.09%	-3.2%	Q4 2024
MCDMcdonalds Corp	$247M	0.40%	0.11%	-3.9%	Q4 2024
AMATApplied Materials Inc	$247M	0.40%	0.12%	-16.1%	Q4 2024
SPGIS&P Global Inc.	$247M	0.40%	0.16%	+0.5%	Q4 2024
DISWalt Disney Co	$240M	0.39%	0.12%	+4.9%	Q4 2024
MRKMerck & Co., Inc.	$239M	0.39%	0.09%	-6.4%	Q4 2024
QCOMQualcomm Inc	$237M	0.38%	0.13%	+2.6%	Q4 2024
KOCoca Cola Co	$236M	0.38%	0.08%	-1.9%	Q4 2024
AXPAmerican Express Co	$233M	0.38%	0.09%	-12.0%	Q4 2024
PEPPepsico Inc	$233M	0.38%	0.12%	+14.2%	Q4 2024
NOWServiceNow, Inc.	$231M	0.38%	0.14%	+9.6%	Q4 2024
IBMInternational Business Machines Corp	$220M	0.36%	0.08%	+0.2%	Q4 2024
WELLWelltower Inc.	$218M	0.35%	0.17%	-1.2%	Q4 2024
PLDPrologis, Inc.	$217M	0.35%	0.18%	+13.8%	Q4 2024
UNHUnitedhealth Group Inc	$217M	0.35%	0.07%	+1.6%	Q4 2024
XOMExxonMobil Holdings Corp	$216M	0.35%	0.04%	+2.4%	Q4 2024

Q3 2025Reported Oct 30, 20251,890 positions
NVDANvidia Corp	$4.15B	6.89%	0.09%	+0.4%	Q4 2024
MSFTMicrosoft Corp	$3.68B	6.11%	0.10%	-1.7%	Q4 2024
AAPLApple Inc.	$2.84B	4.71%	0.08%	+2.2%	Q4 2024
AMZNAmazon Com Inc	$2.06B	3.41%	0.09%	+1.3%	Q4 2024
GOOGLAlphabet Inc.	$1.8B	2.99%	0.06%	-5.7%	Q4 2024
METAMeta Platforms, Inc.	$1.48B	2.46%	Not reported	-2.5%	Q4 2024
AVGOBroadcom Inc.	$1.23B	2.05%	0.08%	-2.1%	Q4 2024
GOOGAlphabet Inc.	$1B	1.66%	Not reported	-1.8%	Q4 2024
TSLATesla, Inc.	$783M	1.30%	0.05%	-4.9%	Q4 2024
VVisa Inc.	$749M	1.24%	0.12%	-1.8%	Q4 2024
JPMJPMorgan Chase & Co	$642M	1.07%	0.07%	-3.3%	Q4 2024
MAMastercard Inc	$613M	1.02%	0.09%	+3.8%	Q4 2024
NFLXNetflix Inc	$558M	0.93%	0.11%	+4.4%	Q4 2024
LLYELI LILLY & Co	$483M	0.80%	0.07%	+9.1%	Q4 2024
BRK.BBerkshire Hathaway Inc	$454M	0.75%	Not reported	+2.1%	Q4 2024
JNJJohnson & Johnson	$431M	0.72%	0.10%	-5.6%	Q4 2024
LINLinde PLC	$420M	0.70%	0.19%	+3.8%	Q4 2024
ABBVAbbVie Inc.	$354M	0.59%	0.09%	-0.9%	Q4 2024
ORCLOracle Corp	$337M	0.56%	0.04%	-10.8%	Q4 2024
CRMSalesforce, Inc.	$321M	0.53%	0.14%	+8.8%	Q4 2024
HDHome Depot, Inc.	$315M	0.52%	0.08%	+8.5%	Q4 2024
MELIMercadolibre Inc	$314M	0.52%	0.27%	+2.7%	Q4 2024
BKNGBooking Holdings Inc.	$300M	0.50%	0.17%	-5.0%	Q4 2024
COSTCostco Wholesale Corp	$298M	0.49%	0.07%	-1.6%	Q4 2024
INTUIntuit Inc.	$296M	0.49%	0.16%	0.0%	Q4 2024
CSCOCisco Systems, Inc.	$293M	0.49%	0.11%	+2.5%	Q4 2024
WMTWalmart Inc.	$288M	0.48%	0.04%	+0.6%	Q4 2024
PGPROCTER & GAMBLE Co	$284M	0.47%	0.08%	-0.5%	Q4 2024
ADBEAdobe Inc.	$277M	0.46%	0.19%	-3.9%	Q4 2024
UBERUber Technologies, Inc	$276M	0.46%	0.14%	+9.4%	Q4 2024
MCDMcdonalds Corp	$256M	0.42%	0.12%	+12.3%	Q4 2024
PLTRPalantir Technologies Inc.	$254M	0.42%	0.06%	+3.8%	Q4 2024
BACBank of America Corp	$253M	0.42%	0.07%	-1.8%	Q4 2024
NOWServiceNow, Inc.	$252M	0.42%	0.13%	+17.3%	Q4 2024
AXPAmerican Express Co	$239M	0.40%	0.10%	+0.8%	Q4 2024
AMATApplied Materials Inc	$235M	0.39%	0.14%	-0.3%	Q4 2024
SPOTSpotify Technology S.A.	$234M	0.39%	0.16%	+14.9%	Q4 2024
WFCWells Fargo & Company	$231M	0.38%	0.09%	-5.6%	Q4 2024
DISWalt Disney Co	$230M	0.38%	0.11%	+11.0%	Q4 2024
SPGIS&P Global Inc.	$229M	0.38%	0.15%	-5.2%	Q4 2024
KOCoca Cola Co	$228M	0.38%	0.08%	+9.2%	Q4 2024
AMDAdvanced Micro Devices Inc	$228M	0.38%	0.09%	-0.7%	Q4 2024
QCOMQualcomm Inc	$223M	0.37%	0.13%	-4.6%	Q4 2024
UNHUnitedhealth Group Inc	$216M	0.36%	0.07%	+2.1%	Q4 2024
LRCXLam Research Corp	$212M	0.35%	0.13%	-17.9%	Q4 2024
IBMInternational Business Machines Corp	$212M	0.35%	0.08%	+5.4%	Q4 2024
APPAppLovin Corp	$211M	0.35%	0.09%	+7.9%	Q4 2024
WELLWelltower Inc.	$210M	0.35%	0.17%	-16.4%	Q4 2024
BLKBlackRock, Inc.	$207M	0.34%	0.11%	-4.1%	Q4 2024
MRKMerck & Co., Inc.	$202M	0.34%	0.10%	+3.4%	Q4 2024

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