Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,122 positions
 NVIDIA Corporation | 21M | $4.2B | 6.4% | $134.34 | +38.93% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Apple Inc. | 10.9M | $3.1B | 4.8% | $248.09 | +38.00% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Microsoft Corporation | 6.6M | $2.5B | 3.8% | $416.72 | +27.33% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Alphabet Inc. | 6.5M | $2.3B | 3.5% | $186.93 | +52.34% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Amazon.com, Inc. | 9.1M | $2.2B | 3.3% | $219.52 | +18.12% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Broadcom Inc. | 3.8M | $1.4B | 2.2% | $235.49 | +24.71% | 7 qtrssince 2024-Q4 | Increased 54 |
 Alphabet Inc. | 3.8M | $1.3B | 2.0% | $189.17 | +50.10% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Micron Technology, Inc. | 1M | $1.2B | 1.8% | $117.23 | +488.58% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Meta Platforms, Inc. | 2M | $1.1B | 1.7% | $591.91 | +3.08% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Advanced Micro Devices, Inc. | 1.8M | $1B | 1.6% | $139.51 | +221.87% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Tesla, Inc. | 1.8M | $751.7M | 1.1% | $403.26 | -11.17% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Eli Lilly and Company | 610,128 | $729.3M | 1.1% | $775.22 | +74.66% | 7 qtrssince 2024-Q4 | Increased 51 |
 Visa Inc. | 2.1M | $716.4M | 1.1% | $316.13 | +33.69% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Applied Materials, Inc. | 874,439 | $625.9M | 1.0% | $162.47 | +104.79% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Lam Research Corporation | 1.4M | $586.5M | 0.9% | $74.10 | +170.49% | 7 qtrssince 2024-Q4 | Decreased 0 |
 JPMorgan Chase & Co. | 1.7M | $551.7M | 0.8% | $237.71 | +40.71% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Johnson & Johnson | 2.2M | $551.5M | 0.8% | $138.92 | +98.83% | 7 qtrssince 2024-Q4 | Increased 44 |
 Cisco Systems, Inc. | 4.3M | $495.8M | 0.8% | $59.11 | +58.77% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Mastercard Incorporated | 964,834 | $494.2M | 0.8% | $524.35 | +24.48% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 872,850 | $434M | 0.7% | $454.41 | +25.63% | 7 qtrssince 2024-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $50,078,272,129 | -1.00899129535% |
| 2025-Q2 | $56,531,321,343 | 12.8859262504% |
| 2025-Q3 | $60,225,013,193 | 6.53388557396% |
| 2025-Q4 | $61,603,550,417 | 2.28897786968% |
| 2026-Q1 | $58,120,645,221 | -5.65374101399% |
| 2026-Q2 | $65,416,032,169 | 12.5521437697% |
Universal- Beteiligungs- und Servicegesellschaft mbH manages $65.4B across 2122 positions as of Q2 2026. Top holdings: NVDA (6.4%), AAPL (4.8%), MSFT (3.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 1.5/5.0.
Active quarter - 159 new positions, 112 exits, 919 increased. Top move: AVGO (INCREASED, conviction 54). Portfolio: $65.4B across 2122 positions.
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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
Verify source filings on SEC EDGAR