Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,006 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.2M | $3B | 6.0% | $421.72 | 0.00% | 1 qtr | New 98 |
NVIDIA CORP | 22.2M | $3B | 5.9% | $137.45 | 0.00% | 1 qtr | New 98 |
APPLE INC | 10.8M | $2.7B | 5.3% | $248.62 | 0.00% | 1 qtr | New 98 |
AMAZON.COM INC | 9.3M | $2B | 4.0% | $221.30 | 0.00% | 1 qtr | New 88 |
ALPHABET INC-CL A | 7.3M | $1.4B | 2.7% | $190.49 | 0.00% | 1 qtr | New 83 |
META PLATFORMS INC-CLASS A | 2M | $1.2B | 2.3% | $589.38 | 0.00% | 1 qtr | New 83 |
BROADCOM INC | 3.8M | $873.4M | 1.7% | $228.92 | 0.00% | 1 qtr | New 73 |
TESLA INC | 2M | $810.3M | 1.6% | $417.41 | 0.00% | 1 qtr | New 72 |
ALPHABET INC-CL C | 4.1M | $786.9M | 1.6% | $191.94 | 0.00% | 1 qtr | New 72 |
VISA INC-CLASS A SHARES | 2.1M | $673.7M | 1.3% | $311.94 | 0.00% | 1 qtr | New 72 |
MASTERCARD INC - A | 1.1M | $561.3M | 1.1% | $521.76 | 0.00% | 1 qtr | New 72 |
JPMORGAN CHASE & CO | 1.9M | $454M | 0.9% | $233.31 | 0.00% | 1 qtr | New 61 |
ELI LILLY & CO | 525,935 | $406M | 0.8% | $762.60 | 0.00% | 1 qtr | New 61 |
BERKSHIRE HATHAWAY INC-CL B | 886,246 | $401.7M | 0.8% | $452.16 | 0.00% | 1 qtr | New 61 |
SALESFORCE.COM INC | 1.2M | $392.6M | 0.8% | $333.56 | 0.00% | 1 qtr | New 61 |
LINDE PLC | 924,253 | $387M | 0.8% | $412.11 | 0.00% | 1 qtr | New 61 |
UNITEDHEALTH GROUP INC | 726,527 | $367.5M | 0.7% | $495.60 | 0.00% | 1 qtr | New 61 |
ADOBE INC | 822,501 | $365.7M | 0.7% | $444.68 | 0.00% | 1 qtr | New 61 |
NETFLIX INC | 398,371 | $355.1M | 0.7% | $90.04 | 0.00% | 1 qtr | New 61 |
JOHNSON & JOHNSON | 2.4M | $349.2M | 0.7% | $139.08 | 0.00% | 1 qtr | New 61 |
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: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 999 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 98). 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
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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