Universal- Beteiligungs- und Servicegesellschaft mbH
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Universal- Beteiligungs- und Servicegesellschaft mbH manages $58.1B across 2069 positions as of Q1 2026. Top holdings: NVDA (6.6%), AAPL (4.9%), MSFT (4.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Q1 2026 Summary
Active quarter - 118 new positions, 98 exits, 866 increased. Top move: META (INCREASED, conviction 57). Portfolio: $58.1B across 2069 positions.
Top holdings by portfolio weight
NVDA6.61%
AAPL4.87%
MSFT4.33%
GOOGL3.43%
AMZN3.38%
META2.08%
AVGO2.02%
GOOG1.95%
TSLA1.17%
V1.11%
Other0.96%
Position Outcomes
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Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings2,069 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 22M | $3.8B | 6.6% | $137.79 | +67.05% | 6 qtrssince 2024-Q4 | Decreased 0 | |
APPLE INC | 11.2M | $2.8B | 4.9% | $250.15 | +20.02% | 6 qtrssince 2024-Q4 | Decreased 0 | |
MICROSOFT CORP | 6.8M | $2.5B | 4.3% | $422.61 | +1.10% | 6 qtrssince 2024-Q4 | Decreased 0 | |
ALPHABET INC | 7M | $2B | 3.4% | $189.22 | +109.84% | 6 qtrssince 2024-Q4 | Decreased 0 | |
AMAZON COM INC | 9.5M | $2B | 3.4% | $221.48 | +19.26% | 6 qtrssince 2024-Q4 | Decreased 0 | |
META PLATFORMS INC | 2.1M | $1.2B | 2.1% | $601.10 | +2.94% | 6 qtrssince 2024-Q4 | Increased 57 | |
BROADCOM INC | 3.8M | $1.2B | 2.0% | $240.09 | +78.13% | 6 qtrssince 2024-Q4 | Decreased 0 | |
ALPHABET INC | 4M | $1.1B | 1.9% | $191.76 | +105.05% | 6 qtrssince 2024-Q4 | Decreased 0 | |
TESLA INC | 1.8M | $681.2M | 1.2% | $416.98 | +2.65% | 6 qtrssince 2024-Q4 | Increased 52 | |
VISA INC | 2.1M | $643.3M | 1.1% | $316.05 | +3.46% | 6 qtrssince 2024-Q4 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer