Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,004 positions
Microsoft Corp | 7.2M | $3.6B | 6.4% | $416.72 | +18.19% | 3 qtrssince 2024-Q4 | Increased 63 |
NVIDIA Corp | 22.2M | $3.5B | 6.2% | $134.12 | +17.51% | 3 qtrssince 2024-Q4 | Increased 62 |
Apple Inc | 10.9M | $2.2B | 4.0% | $247.78 | -17.60% | 3 qtrssince 2024-Q4 | Increased 60 |
Amazon.com Inc | 9.2M | $2B | 3.6% | $221.35 | +0.88% | 3 qtrssince 2024-Q4 | Increased 60 |
Facebook Inc | 2.1M | $1.5B | 2.7% | $591.31 | +24.32% | 3 qtrssince 2024-Q4 | Increased 58 |
Alphabet Inc | 7.9M | $1.4B | 2.5% | $186.93 | -6.05% | 3 qtrssince 2024-Q4 | Increased 58 |
Broadcom Inc | 3.8M | $1.1B | 1.9% | $230.52 | +18.71% | 3 qtrssince 2024-Q4 | Increased 52 |
Visa Inc | 2.2M | $792.5M | 1.4% | $316.13 | +11.22% | 3 qtrssince 2024-Q4 | Increased 56 |
Alphabet Inc | 4.2M | $741.8M | 1.3% | $189.17 | -6.55% | 3 qtrssince 2024-Q4 | Increased 50 |
JPMorgan Chase & Co | 2.1M | $610.2M | 1.1% | $238.90 | +18.51% | 3 qtrssince 2024-Q4 | Increased 58 |
Netflix Inc | 445,757 | $596.9M | 1.1% | $92.45 | +44.86% | 3 qtrssince 2024-Q4 | Increased 53 |
Tesla Inc | 1.9M | $588M | 1.0% | $403.84 | -21.34% | 3 qtrssince 2024-Q4 | Decreased 0 |
Mastercard Inc | 1M | $583.7M | 1.0% | $523.29 | +6.58% | 3 qtrssince 2024-Q4 | Increased 53 |
Eli Lilly & Co | 580,155 | $452.2M | 0.8% | $763.59 | +1.22% | 3 qtrssince 2024-Q4 | Increased 49 |
Berkshire Hathaway Inc | 884,395 | $429.6M | 0.8% | $453.34 | +7.15% | 3 qtrssince 2024-Q4 | Increased 44 |
Linde PLC | 852,470 | $400M | 0.7% | $414.53 | +11.12% | 3 qtrssince 2024-Q4 | Increased 46 |
Johnson & Johnson | 2.5M | $375.8M | 0.7% | $138.47 | +7.10% | 3 qtrssince 2024-Q4 | Increased 45 |
MercadoLibre Inc | 130,903 | $342.1M | 0.6% | $1,705.21 | +53.27% | 3 qtrssince 2024-Q4 | Increased 44 |
Intuit Inc | 433,488 | $341.4M | 0.6% | $635.92 | +22.31% | 3 qtrssince 2024-Q4 | Increased 49 |
salesforce.com Inc | 1.2M | $339.4M | 0.6% | $327.04 | -17.32% | 3 qtrssince 2024-Q4 | Increased 46 |
Universal- Beteiligungs- und Servicegesellschaft mbH manages $56.5B across 2004 positions as of Q2 2025. Top holdings: MSFT (6.4%), NVDA (6.2%), AAPL (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 140 new positions, 140 exits, 872 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $56.5B across 2004 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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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