Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,087 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 22.2M | $4.2B | 6.9% | $137.79 | +31.97% | 4 qtrssince 2024-Q4 | Increased 62 |
MICROSOFT CORP | 7.1M | $3.7B | 6.1% | $422.61 | +21.54% | 4 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 11.1M | $2.8B | 4.7% | $247.91 | +2.33% | 4 qtrssince 2024-Q4 | Increased 60 |
AMAZON.COM INC | 9.4M | $2.1B | 3.4% | $221.36 | +0.37% | 4 qtrssince 2024-Q4 | Increased 59 |
ALPHABET INC-CL A | 7.4M | $1.8B | 3.0% | $189.22 | +28.89% | 4 qtrssince 2024-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2M | $1.5B | 2.5% | $597.94 | +24.23% | 4 qtrssince 2024-Q4 | Decreased 0 |
BROADCOM INC | 3.7M | $1.2B | 2.0% | $234.72 | +39.43% | 4 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL C | 4.1M | $1B | 1.7% | $191.76 | +27.35% | 4 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 1.8M | $783.3M | 1.3% | $417.41 | +6.18% | 4 qtrssince 2024-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.2M | $748.6M | 1.2% | $316.13 | +7.13% | 4 qtrssince 2024-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2M | $642M | 1.1% | $240.48 | +30.05% | 4 qtrssince 2024-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $613.4M | 1.0% | $524.98 | +7.92% | 4 qtrssince 2024-Q4 | Increased 52 |
NETFLIX INC | 465,525 | $558.1M | 0.9% | $94.32 | +27.91% | 4 qtrssince 2024-Q4 | Increased 46 |
ELI LILLY & CO | 633,011 | $483M | 0.8% | $763.14 | -0.65% | 4 qtrssince 2024-Q4 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 902,699 | $453.8M | 0.8% | $453.18 | +10.17% | 4 qtrssince 2024-Q4 | Increased 45 |
JOHNSON & JOHNSON | 2.3M | $430.7M | 0.7% | $139.48 | +29.38% | 4 qtrssince 2024-Q4 | Decreased 0 |
LINDE PLC | 884,865 | $420.3M | 0.7% | $416.73 | +13.92% | 4 qtrssince 2024-Q4 | Increased 46 |
ABBVIE INC | 1.5M | $354.2M | 0.6% | $167.82 | +33.81% | 4 qtrssince 2024-Q4 | Decreased 0 |
ORACLE CORP | 1.2M | $337.2M | 0.6% | $165.81 | +69.79% | 4 qtrssince 2024-Q4 | Decreased 0 |
SALESFORCE.COM INC | 1.4M | $320.8M | 0.5% | $323.20 | -24.29% | 4 qtrssince 2024-Q4 | Increased 48 |
Universal- Beteiligungs- und Servicegesellschaft mbH manages $60.2B across 2087 positions as of Q3 2025. Top holdings: NVDA (6.9%), MSFT (6.1%), AAPL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 176 new positions, 98 exits, 1069 increased. Top move: NVDA (INCREASED, conviction 62). Portfolio: $60.2B across 2087 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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