Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Universal- Beteiligungs- und Servicegesellschaft mbH manages $61.6B across 2040 positions as of Q4 2025. Top holdings: NVDA (6.7%), MSFT (5.5%), AAPL (4.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 120 new positions, 104 exits, 1045 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $61.6B across 2040 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile