Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,053 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 22.2M | $4.2B | 6.7% | $137.79 | +36.11% | 5 qtrssince 2024-Q4 | Decreased 0 |
MICROSOFT CORP | 7.1M | $3.4B | 5.5% | $422.61 | +15.35% | 5 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 11.2M | $3B | 4.9% | $248.09 | +9.28% | 5 qtrssince 2024-Q4 | Increased 59 |
AMAZON.COM INC | 9.5M | $2.2B | 3.5% | $221.48 | +4.99% | 5 qtrssince 2024-Q4 | Increased 59 |
ALPHABET INC-CL A | 7M | $2.2B | 3.5% | $189.22 | +65.87% | 5 qtrssince 2024-Q4 | Decreased 0 |
BROADCOM INC | 3.9M | $1.4B | 2.2% | $235.85 | +46.21% | 5 qtrssince 2024-Q4 | Increased 57 |
META PLATFORMS INC-CLASS A | 2.1M | $1.4B | 2.2% | $599.26 | +11.13% | 5 qtrssince 2024-Q4 | Increased 56 |
ALPHABET INC-CL C | 4.1M | $1.3B | 2.1% | $191.76 | +64.04% | 5 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 1.8M | $795.5M | 1.3% | $417.86 | +8.75% | 5 qtrssince 2024-Q4 | Increased 50 |
VISA INC-CLASS A SHARES | 2.2M | $764.4M | 1.2% | $316.13 | +10.28% | 5 qtrssince 2024-Q4 | Decreased 0 |
ELI LILLY & CO | 599,309 | $642.9M | 1.0% | $763.14 | +40.15% | 5 qtrssince 2024-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2M | $634.6M | 1.0% | $240.48 | +33.89% | 5 qtrssince 2024-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $620.2M | 1.0% | $525.35 | +9.75% | 5 qtrssince 2024-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 903,938 | $452M | 0.7% | $453.25 | +11.13% | 5 qtrssince 2024-Q4 | Increased 44 |
JOHNSON & JOHNSON | 2.2M | $450.4M | 0.7% | $139.48 | +48.34% | 5 qtrssince 2024-Q4 | Decreased 0 |
NETFLIX INC | 4.6M | $435.6M | 0.7% | $93.83 | -0.06% | 5 qtrssince 2024-Q4 | Increased 71 |
SALESFORCE.COM INC | 1.4M | $375.6M | 0.6% | $320.62 | -17.06% | 5 qtrssince 2024-Q4 | Increased 46 |
LINDE PLC | 842,026 | $359.8M | 0.6% | $416.73 | +2.79% | 5 qtrssince 2024-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 1.6M | $349.7M | 0.6% | $133.88 | +59.97% | 5 qtrssince 2024-Q4 | Increased 51 |
ABBVIE INC | 1.5M | $347.9M | 0.6% | $168.15 | +32.74% | 5 qtrssince 2024-Q4 | Increased 44 |
Universal- Beteiligungs- und Servicegesellschaft mbH manages $61.6B across 2053 positions as of Q4 2025. Top holdings: NVDA (6.7%), MSFT (5.5%), AAPL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 120 new positions, 104 exits, 1045 increased. Top move: NFLX (INCREASED, conviction 71). Portfolio: $61.6B across 2053 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