Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,006 positions
Microsoft Corp | 7.2M | $3B | 6.0% | $415.78 | 0.00% | 1 qtr | First report 0 |
NVIDIA Corp | 22.2M | $3B | 5.9% | $133.94 | 0.00% | 1 qtr | First report 0 |
Apple Inc | 10.8M | $2.7B | 5.3% | $248.62 | 0.00% | 1 qtr | First report 0 |
Amazon.com Inc | 9.3M | $2B | 4.0% | $221.30 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc | 7.3M | $1.4B | 2.7% | $188.20 | 0.00% | 1 qtr | First report 0 |
Facebook Inc | 2M | $1.2B | 2.3% | $582.17 | 0.00% | 1 qtr | First report 0 |
Broadcom Inc | 3.8M | $873.4M | 1.7% | $228.92 | 0.00% | 1 qtr | First report 0 |
Tesla Inc | 2M | $810.3M | 1.6% | $403.84 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc | 4.1M | $786.9M | 1.6% | $189.33 | 0.00% | 1 qtr | First report 0 |
Visa Inc | 2.1M | $673.7M | 1.3% | $311.94 | 0.00% | 1 qtr | First report 0 |
Mastercard Inc | 1.1M | $561.3M | 1.1% | $521.01 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co | 1.9M | $454M | 0.9% | $231.45 | 0.00% | 1 qtr | First report 0 |
Eli Lilly & Co | 525,935 | $406M | 0.8% | $762.60 | 0.00% | 1 qtr | First report 0 |
Berkshire Hathaway Inc | 886,246 | $401.7M | 0.8% | $453.28 | 0.00% | 1 qtr | First report 0 |
salesforce.com Inc | 1.2M | $392.6M | 0.8% | $330.48 | 0.00% | 1 qtr | First report 0 |
Linde PLC | 924,253 | $387M | 0.8% | $412.11 | 0.00% | 1 qtr | First report 0 |
UnitedHealth Group Inc | 726,527 | $367.5M | 0.7% | $484.13 | 0.00% | 1 qtr | First report 0 |
Adobe Systems Inc | 822,501 | $365.7M | 0.7% | $444.68 | 0.00% | 1 qtr | First report 0 |
Netflix Inc | 398,371 | $355.1M | 0.7% | $89.13 | 0.00% | 1 qtr | First report 0 |
Johnson & Johnson | 2.4M | $349.2M | 0.7% | $138.10 | 0.00% | 1 qtr | First report 0 |
Universal- Beteiligungs- und Servicegesellschaft mbH manages $50.6B across 1006 positions as of Q4 2024. Top holdings: MSFT (6.0%), NVDA (5.9%), AAPL (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
First quarter we have for this fund: 1006 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $50.6B across 1006 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
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