Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,122 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 21M | $4.2B | 6.4% | $137.79 | +52.16% | 7 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 10.9M | $3.1B | 4.8% | $248.09 | +26.35% | 7 qtrssince 2024-Q4 | Decreased 0 |
MICROSOFT CORP | 6.6M | $2.5B | 3.8% | $416.72 | +19.11% | 7 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL A | 6.5M | $2.3B | 3.5% | $189.22 | +80.75% | 7 qtrssince 2024-Q4 | Decreased 0 |
AMAZON.COM INC | 9.1M | $2.2B | 3.3% | $221.48 | +17.52% | 7 qtrssince 2024-Q4 | Decreased 0 |
BROADCOM INC | 3.8M | $1.4B | 2.2% | $235.92 | +50.72% | 7 qtrssince 2024-Q4 | Increased 54 |
ALPHABET INC-CL C | 3.8M | $1.3B | 2.0% | $191.76 | +76.84% | 7 qtrssince 2024-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 1M | $1.2B | 1.8% | $122.73 | +664.60% | 7 qtrssince 2024-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2M | $1.1B | 1.7% | $601.10 | -4.15% | 7 qtrssince 2024-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 1.8M | $1B | 1.6% | $139.51 | +244.73% | 7 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 1.8M | $751.7M | 1.1% | $416.98 | -17.06% | 7 qtrssince 2024-Q4 | Decreased 0 |
ELI LILLY & CO | 610,128 | $729.3M | 1.1% | $775.22 | +53.43% | 7 qtrssince 2024-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 2.1M | $716.4M | 1.1% | $316.13 | +21.44% | 7 qtrssince 2024-Q4 | Decreased 0 |
APPLIED MATERIALS INC | 874,439 | $625.9M | 1.0% | $162.64 | +194.98% | 7 qtrssince 2024-Q4 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 1.4M | $586.5M | 0.9% | $74.24 | +321.44% | 7 qtrssince 2024-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.7M | $551.7M | 0.8% | $240.48 | +48.25% | 7 qtrssince 2024-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.2M | $551.5M | 0.8% | $138.92 | +94.35% | 7 qtrssince 2024-Q4 | Increased 44 |
CISCO SYSTEMS INC | 4.3M | $495.8M | 0.8% | $59.34 | +89.35% | 7 qtrssince 2024-Q4 | Decreased 0 |
MASTERCARD INC - A | 964,834 | $494.2M | 0.8% | $525.35 | +13.92% | 7 qtrssince 2024-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 872,850 | $434M | 0.7% | $453.25 | +11.40% | 7 qtrssince 2024-Q4 | Decreased 0 |
Universal- Beteiligungs- und Servicegesellschaft mbH manages $65.4B across 2122 positions as of Q2 2026. Top holdings: NVDA (6.4%), AAPL (4.8%), MSFT (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 160 new positions, 113 exits, 920 increased. Top move: AVGO (INCREASED, conviction 54). Portfolio: $65.4B across 2122 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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