Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,985 positions
Microsoft Corp. | 7.1M | $2.7B | 5.4% | $415.78 | -10.76% | 2 qtrssince 2024-Q4 | Decreased 0 |
NVIDIA Corp. | 22M | $2.4B | 4.8% | $133.94 | -19.29% | 2 qtrssince 2024-Q4 | Decreased 0 |
Apple Inc. | 10.7M | $2.4B | 4.7% | $248.62 | -11.20% | 2 qtrssince 2024-Q4 | Decreased 0 |
Amazon.com, Inc. | 9M | $1.7B | 3.4% | $221.30 | -12.91% | 2 qtrssince 2024-Q4 | Decreased 0 |
Alphabet Inc. | 7.4M | $1.1B | 2.3% | $187.69 | -18.00% | 2 qtrssince 2024-Q4 | Increased 55 |
Meta Platforms Inc | 1.9M | $1.1B | 2.2% | $582.17 | -1.48% | 2 qtrssince 2024-Q4 | Decreased 0 |
Visa Inc | 2M | $699.6M | 1.4% | $311.94 | +11.08% | 2 qtrssince 2024-Q4 | Decreased 0 |
Alphabet Inc. | 4.1M | $644.7M | 1.3% | $189.33 | -17.87% | 2 qtrssince 2024-Q4 | Decreased 0 |
Broadcom Inc | 3.7M | $616.1M | 1.2% | $228.92 | -27.56% | 2 qtrssince 2024-Q4 | Decreased 0 |
MasterCard Incorporated | 974,209 | $534M | 1.1% | $521.01 | +4.25% | 2 qtrssince 2024-Q4 | Decreased 0 |
Tesla Inc | 2M | $511.2M | 1.0% | $403.84 | -35.83% | 2 qtrssince 2024-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 882,743 | $470.1M | 0.9% | $453.28 | +17.49% | 2 qtrssince 2024-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 1.8M | $441.9M | 0.9% | $231.45 | +2.86% | 2 qtrssince 2024-Q4 | Decreased 0 |
Eli Lilly & Co. | 526,283 | $434.7M | 0.9% | $762.64 | +7.16% | 2 qtrssince 2024-Q4 | Increased 44 |
Johnson & Johnson | 2.4M | $393.4M | 0.8% | $138.10 | +15.59% | 2 qtrssince 2024-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 739,874 | $387.5M | 0.8% | $484.48 | +3.90% | 2 qtrssince 2024-Q4 | Increased 45 |
Netflix, Inc. | 414,228 | $386.3M | 0.8% | $89.29 | +4.44% | 2 qtrssince 2024-Q4 | Increased 46 |
Linde PLC | 810,028 | $377.2M | 0.8% | $412.11 | +10.29% | 2 qtrssince 2024-Q4 | Decreased 0 |
AbbVie Inc. | 1.5M | $320.8M | 0.6% | $167.73 | +19.02% | 2 qtrssince 2024-Q4 | Decreased 0 |
SALESFORCE COM INC | 1.2M | $318.4M | 0.6% | $329.82 | -19.57% | 2 qtrssince 2024-Q4 | Increased 44 |
Universal- Beteiligungs- und Servicegesellschaft mbH manages $50.1B across 1985 positions as of Q1 2025. Top holdings: MSFT (5.4%), NVDA (4.8%), AAPL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 970 new positions, 21 exits, 467 increased. Top move: GOOGL (INCREASED, conviction 55). Portfolio: $50.1B across 1985 positions.
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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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