Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,087 positions
NVIDIA CORPORATION | 22.2M | $4.2B | 6.9% | $134.34 | +38.56% | 4 qtrssince 2024-Q4 | Increased 62 |
MICROSOFT CORP | 7.1M | $3.7B | 6.1% | $416.72 | +23.28% | 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 | 7.4M | $1.8B | 3.0% | $186.93 | +29.71% | 4 qtrssince 2024-Q4 | Decreased 0 |
META PLATFORMS INC | 2M | $1.5B | 2.5% | $591.31 | +23.77% | 4 qtrssince 2024-Q4 | Decreased 0 |
BROADCOM INC | 3.7M | $1.2B | 2.0% | $230.52 | +42.32% | 4 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC | 4.1M | $1B | 1.7% | $189.17 | +28.41% | 4 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 1.8M | $783.3M | 1.3% | $403.84 | +10.12% | 4 qtrssince 2024-Q4 | Decreased 0 |
VISA INC | 2.2M | $748.6M | 1.2% | $316.13 | +7.13% | 4 qtrssince 2024-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2M | $642M | 1.1% | $238.90 | +29.56% | 4 qtrssince 2024-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.1M | $613.4M | 1.0% | $524.83 | +7.71% | 4 qtrssince 2024-Q4 | Increased 52 |
NETFLIX INC. | 465,525 | $558.1M | 0.9% | $93.61 | +28.07% | 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 DEL | 902,699 | $453.8M | 0.8% | $454.34 | +10.65% | 4 qtrssince 2024-Q4 | Increased 45 |
JOHNSON & JOHNSON | 2.3M | $430.7M | 0.7% | $138.47 | +30.96% | 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% | $166.80 | +33.81% | 4 qtrssince 2024-Q4 | Decreased 0 |
ORACLE CORP | 1.2M | $337.2M | 0.6% | $164.62 | +68.92% | 4 qtrssince 2024-Q4 | Decreased 0 |
SALESFORCE INC | 1.4M | $320.8M | 0.5% | $319.66 | -26.35% | 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 Score: 1.5/5.0.
Active quarter - 178 new positions, 100 exits, 1070 increased. Top move: NVDA (INCREASED, conviction 62). Portfolio: $60.2B across 2087 positions.
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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
Verify source filings on SEC EDGAR