Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,004 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.2M | $3.6B | 6.4% | $422.61 | +16.94% | 3 qtrssince 2024-Q4 | Increased 63 |
NVIDIA CORP | 22.2M | $3.5B | 6.2% | $137.60 | +14.63% | 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 |
META PLATFORMS INC-CLASS A | 2.1M | $1.5B | 2.7% | $597.94 | +22.51% | 3 qtrssince 2024-Q4 | Increased 58 |
ALPHABET INC-CL A | 7.9M | $1.4B | 2.5% | $189.22 | -5.80% | 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-CLASS A SHARES | 2.2M | $792.5M | 1.4% | $316.13 | +11.22% | 3 qtrssince 2024-Q4 | Increased 56 |
ALPHABET INC-CL C | 4.2M | $741.8M | 1.3% | $191.76 | -7.18% | 3 qtrssince 2024-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 2.1M | $610.2M | 1.1% | $240.48 | +17.71% | 3 qtrssince 2024-Q4 | Increased 58 |
NETFLIX INC | 445,757 | $596.9M | 1.1% | $93.15 | +42.04% | 3 qtrssince 2024-Q4 | Increased 53 |
TESLA INC | 1.9M | $588M | 1.0% | $417.41 | -22.47% | 3 qtrssince 2024-Q4 | Decreased 0 |
MASTERCARD INC - A | 1M | $583.7M | 1.0% | $523.39 | +4.71% | 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-CL B | 884,395 | $429.6M | 0.8% | $452.22 | +7.40% | 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% | $139.48 | +7.78% | 3 qtrssince 2024-Q4 | Increased 45 |
MERCADOLIBRE INC | 130,903 | $342.1M | 0.6% | $1,726.18 | +48.31% | 3 qtrssince 2024-Q4 | Increased 44 |
INTUIT INC | 433,488 | $341.4M | 0.6% | $640.77 | +20.59% | 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: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 139 new positions, 139 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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