Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,069 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 22M | $3.8B | 6.6% | $137.79 | +30.67% | 6 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 11.2M | $2.8B | 4.9% | $248.09 | +2.12% | 6 qtrssince 2024-Q4 | Decreased 0 |
MICROSOFT CORP | 6.8M | $2.5B | 4.3% | $422.61 | -4.42% | 6 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL A | 7M | $2B | 3.4% | $189.22 | +60.44% | 6 qtrssince 2024-Q4 | Decreased 0 |
AMAZON.COM INC | 9.5M | $2B | 3.4% | $221.48 | -5.76% | 6 qtrssince 2024-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.1M | $1.2B | 2.1% | $601.10 | +8.98% | 6 qtrssince 2024-Q4 | Increased 57 |
BROADCOM INC | 3.8M | $1.2B | 2.0% | $235.85 | +31.02% | 6 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL C | 4M | $1.1B | 1.9% | $191.76 | +58.31% | 6 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 1.8M | $681.2M | 1.2% | $416.98 | -5.89% | 6 qtrssince 2024-Q4 | Increased 52 |
VISA INC-CLASS A SHARES | 2.1M | $643.3M | 1.1% | $316.13 | -4.77% | 6 qtrssince 2024-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.9M | $555.2M | 1.0% | $240.48 | +24.86% | 6 qtrssince 2024-Q4 | Decreased 0 |
ELI LILLY & CO | 593,169 | $544.5M | 0.9% | $763.14 | +20.14% | 6 qtrssince 2024-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.2M | $529.7M | 0.9% | $139.57 | +76.80% | 6 qtrssince 2024-Q4 | Increased 44 |
MASTERCARD INC - A | 1M | $509.2M | 0.9% | $525.35 | -0.20% | 6 qtrssince 2024-Q4 | Decreased 0 |
NETFLIX INC | 4.8M | $460.1M | 0.8% | $93.95 | +3.99% | 6 qtrssince 2024-Q4 | Increased 45 |
WALMART INC | 3.7M | $458.2M | 0.8% | $98.34 | +30.07% | 6 qtrssince 2024-Q4 | Increased 56 |
LINDE PLC | 868,449 | $430.5M | 0.7% | $419.31 | +19.64% | 6 qtrssince 2024-Q4 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 902,843 | $430.2M | 0.7% | $453.25 | +6.20% | 6 qtrssince 2024-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 1.1M | $376.9M | 0.6% | $122.73 | +209.36% | 6 qtrssince 2024-Q4 | Increased 49 |
ADVANCED MICRO DEVICES | 1.8M | $361.2M | 0.6% | $139.51 | +45.82% | 6 qtrssince 2024-Q4 | Increased 48 |
Universal- Beteiligungs- und Servicegesellschaft mbH manages $58.1B across 2069 positions as of Q1 2026. Top holdings: NVDA (6.6%), AAPL (4.9%), MSFT (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 118 new positions, 98 exits, 866 increased. Top move: META (INCREASED, conviction 57). Portfolio: $58.1B across 2069 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