Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,985 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.1M | $2.7B | 5.4% | $421.72 | -10.66% | 2 qtrssince 2024-Q4 | Decreased 0 |
NVIDIA CORP | 22M | $2.4B | 4.8% | $137.45 | -20.23% | 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-CL A | 7.4M | $1.1B | 2.3% | $189.95 | -18.98% | 2 qtrssince 2024-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 1.9M | $1.1B | 2.2% | $589.38 | -2.37% | 2 qtrssince 2024-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2M | $699.6M | 1.4% | $311.94 | +11.08% | 2 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL C | 4.1M | $644.7M | 1.3% | $191.94 | -18.92% | 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 INC - A | 974,209 | $534M | 1.1% | $521.76 | +3.02% | 2 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 2M | $511.2M | 1.0% | $417.41 | -36.86% | 2 qtrssince 2024-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 882,743 | $470.1M | 0.9% | $452.16 | +16.40% | 2 qtrssince 2024-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.8M | $441.9M | 0.9% | $233.31 | +2.00% | 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% | $139.08 | +15.13% | 2 qtrssince 2024-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 739,874 | $387.5M | 0.8% | $495.78 | +2.02% | 2 qtrssince 2024-Q4 | Increased 45 |
NETFLIX INC | 414,228 | $386.3M | 0.8% | $90.17 | +3.57% | 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% | $332.90 | -19.43% | 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: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 968 new positions, 21 exits, 467 increased. Top move: GOOGL (INCREASED, conviction 55). Portfolio: $50.1B across 1985 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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