Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,053 positions
NVIDIA CORPORATION | 22.2M | $4.2B | 6.7% | $134.34 | +38.51% | 5 qtrssince 2024-Q4 | Decreased 0 |
MICROSOFT CORP | 7.1M | $3.4B | 5.5% | $416.72 | +15.32% | 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 | 7M | $2.2B | 3.5% | $186.93 | +67.11% | 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 | 2.1M | $1.4B | 2.2% | $592.62 | +11.10% | 5 qtrssince 2024-Q4 | Increased 56 |
ALPHABET INC | 4.1M | $1.3B | 2.1% | $189.17 | +65.56% | 5 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 1.8M | $795.5M | 1.3% | $404.40 | +11.21% | 5 qtrssince 2024-Q4 | Increased 50 |
VISA INC | 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% | $238.90 | +32.99% | 5 qtrssince 2024-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.1M | $620.2M | 1.0% | $525.14 | +8.18% | 5 qtrssince 2024-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 903,938 | $452M | 0.7% | $454.41 | +10.62% | 5 qtrssince 2024-Q4 | Increased 44 |
JOHNSON & JOHNSON | 2.2M | $450.4M | 0.7% | $138.47 | +47.09% | 5 qtrssince 2024-Q4 | Decreased 0 |
NETFLIX INC. | 4.6M | $435.6M | 0.7% | $93.61 | +0.16% | 5 qtrssince 2024-Q4 | Increased 71 |
SALESFORCE INC | 1.4M | $375.6M | 0.6% | $317.14 | -16.89% | 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 INC | 1.6M | $349.7M | 0.6% | $133.88 | +59.97% | 5 qtrssince 2024-Q4 | Increased 51 |
ABBVIE INC | 1.5M | $347.9M | 0.6% | $167.13 | +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 Score: 1.5/5.0.
Active quarter - 123 new positions, 106 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
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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