Universal- Beteiligungs- und Servicegesellschaft mbH

SEC CIK
0002057170

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 6, 2026.SEC

Positions
2,109
+47 vs. Q1 2026
Total value
$65.4B
+$7.28B (+12.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Universal- Beteiligungs- und Servicegesellschaft mbH holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock20,958,131$4.2B6.43%−1,029,225−4.7%ReducedView
AAPLAPPLE INC COMStock10,936,561$3.15B4.81%−254,001−2.3%ReducedView
MSFTMICROSOFT CORP COMStock6,629,138$2.47B3.78%−168,043−2.5%ReducedView
GOOGLALPHABET INC CAP STK CL AStock6,498,188$2.31B3.53%−457,608−6.6%ReducedView
AMZNAMAZON COM INC COMStock9,065,084$2.15B3.29%−396,912−4.2%ReducedView
AVGOBROADCOM INC COMStock3,786,447$1.43B2.19%+1,972+0.1%AddedView
GOOGALPHABET INC CAP STK CL CStock3,758,007$1.31B2.00%−230,993−5.8%ReducedView
MUMICRON TECHNOLOGY INC COMStock1,024,475$1.18B1.80%−95,958−8.6%ReducedView
METAMETA PLATFORMS INC CL AStock1,968,211$1.1B1.69%−158,221−7.4%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock1,764,039$1.01B1.55%−20,101−1.1%ReducedView
TSLATESLA INC COMStock1,803,666$751.68M1.15%−43,816−2.4%ReducedView
LLYELI LILLY & CO COMStock610,128$729.27M1.12%+16,959+2.9%AddedView
VVISA INC COM CL AStock2,090,099$716.37M1.10%−39,424−1.9%ReducedView
AMATAPPLIED MATLS INC COMStock874,439$625.9M0.96%−41,102−4.5%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock1,353,418$586.48M0.90%−75,813−5.3%ReducedView
JPMJPMORGAN CHASE & CO COMStock1,699,648$551.74M0.84%−200,236−10.5%ReducedView
JNJJOHNSON & JOHNSON COMStock2,206,076$551.53M0.84%+7,210+0.3%AddedView
CSCOCISCO SYS INC COMStock4,252,802$495.81M0.76%−189,865−4.3%ReducedView
MAMASTERCARD INCORPORATED CL AStock964,834$494.21M0.76%−56,569−5.5%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock872,850$434.05M0.66%−29,993−3.3%ReducedView
LINLINDE PLC SHSStock818,048$424.4M0.65%−50,401−5.8%ReducedView
INTCINTEL CORP COMStock3,015,622$415.2M0.63%−392,739−11.5%ReducedView
WMTWALMART INC COMStock3,648,691$412.11M0.63%−49,632−1.3%ReducedView
KLACKLA CORPCOM NEW1,300,944$392.79M0.60%+1,175,419+936.4%AddedView
ABBVABBVIE INC COMStock1,448,017$358.27M0.55%−75,567−5.0%ReducedView
PANWPALO ALTO NETWORKS INC COMStock976,561$332.93M0.51%−159,443−14.0%ReducedView
NFLXNETFLIX INC. COMStock4,632,661$332.25M0.51%−138,442−2.9%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock337,914$314.41M0.48%+6,611+2.0%AddedView
PGPROCTER & GAMBLE CO COMStock2,076,245$305.33M0.47%+31,541+1.5%AddedView
CATCATERPILLAR INC COMStock281,908$294.46M0.45%−583−0.2%ReducedView
WELLWELLTOWER INC COMREIT1,249,469$283.22M0.43%+72,969+6.2%AddedView
KOCOCA COLA CO COMStock3,380,919$273.18M0.42%+25,607+0.8%AddedView
MRVLMARVELL TECHNOLOGY INCCOM895,414$265.61M0.41%−151,162−14.4%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock957,093$265.42M0.41%+186,034+24.1%AddedView
UNHUNITEDHEALTH GROUP INC COMStock630,368$265.41M0.41%−9,627−1.5%ReducedView
BACBANK OF AMER CORP COMStock4,680,923$264.77M0.40%−298,460−6.0%ReducedView
XOMEXXON MOBIL CORPCOM1,860,183$253.72M0.39%−67,847−3.5%ReducedView
CRMSALESFORCE INC COMStock1,603,956$252.02M0.39%+92,324+6.1%AddedView
WDCWESTERN DIGITAL CORPCOM393,954$250.31M0.38%−79,920−16.9%ReducedView
MRKMERCK & CO INC COMStock1,912,337$244.87M0.37%−141,737−6.9%ReducedView
ADIANALOG DEVICES INC COMStock604,092$239.38M0.37%+7,505+1.3%AddedView
QCOMQUALCOMM INC COMStock1,286,758$237.37M0.36%−293,854−18.6%ReducedView
APHAMPHENOL CORP NEWCL A1,344,484$236.84M0.36%−95,344−6.6%ReducedView
MCDMCDONALDS CORP COMStock859,590$232.53M0.36%−36,238−4.0%ReducedView
MSMORGAN STANLEY COM NEWStock1,122,424$232.45M0.36%−1770.0%ReducedView
HDHOME DEPOT INC COMStock654,477$230.65M0.35%−67,228−9.3%ReducedView
PEPPEPSICO INC COMStock1,657,327$224.77M0.34%−59,190−3.4%ReducedView
BKNGBOOKING HOLDINGS INC COMStock1,238,861$221.5M0.34%+1,189,636+2,416.7%AddedView
MELIMERCADOLIBRE INCCOM130,463$221.41M0.34%−12,419−8.7%ReducedView
EQIXEQUINIX INCCOM208,983$217.46M0.33%−20,158−8.8%ReducedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock1,858,630$215.91M0.33%+262,775+16.5%AddedView
TXNTEXAS INSTRS INC COMStock719,088$213.38M0.33%−118,479−14.1%ReducedView
PLDPROLOGIS INC. COMREIT1,574,247$213.1M0.33%−58,960−3.6%ReducedView
GEGE AEROSPACE COM NEWStock578,274$212.26M0.32%−24,447−4.1%ReducedView
GEVGE VERNOVA INC COMStock177,594$208.65M0.32%+19,559+12.4%AddedView
AXPAMERICAN EXPRESS CO COMStock614,935$206.72M0.32%−6,002−1.0%ReducedView
WFCWELLS FARGO & CO COMStock2,428,798$200.22M0.31%−270,655−10.0%ReducedView
NEENEXTERA ENERGY INC COMStock2,237,350$195.94M0.30%−28,072−1.2%ReducedView
SPGIS&P GLOBAL INC COMStock467,290$190.19M0.29%+31,903+7.3%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock373,510$187.57M0.29%+54,021+16.9%AddedView
GSGOLDMAN SACHS GROUP INC COMStock180,956$180.02M0.28%−1,982−1.1%ReducedView
DLRDIGITAL RLTY TR INCCOM996,624$178.91M0.27%−5,583−0.6%ReducedView
SNDKSANDISK CORPCOM78,435$178.34M0.27%+31,276+66.3%AddedView
DISDISNEY WALT CO COMStock1,833,665$176.59M0.27%−224,743−10.9%ReducedView
ADBEADOBE INC COMStock847,887$175.13M0.27%+11,444+1.4%AddedView
AMGNAMGEN INC COMStock483,751$174.15M0.27%−2,543−0.5%ReducedView
ANETARISTA NETWORKS INC COM SHSStock1,016,076$172.61M0.26%+42,329+4.3%AddedView
DEDEERE & CO COMStock272,848$172.17M0.26%+5,298+2.0%AddedView
ORCLORACLE CORP COMStock1,173,341$170.94M0.26%−134,414−10.3%ReducedView
CCITIGROUP INC COM NEWStock1,202,414$167.27M0.26%+104,237+9.5%AddedView
NEMNEWMONT CORP COMStock1,781,315$166M0.25%+155,647+9.6%AddedView
TJXTJX COS INC NEW COMStock1,095,384$164.95M0.25%−17,068−1.5%ReducedView
UBERUBER TECHNOLOGIES INC COMStock2,257,185$162.94M0.25%−126,777−5.3%ReducedView
ETNEATON CORP PLC SHSStock382,633$162.77M0.25%−12,183−3.1%ReducedView
CVXCHEVRON CORPORATION COMStock979,319$162.45M0.25%+19,830+2.1%AddedView
CRWDCROWDSTRIKE HLDGS INC CL AStock211,934$161.16M0.25%+10,770+5.4%AddedView
VRTXVERTEX PHARMACEUTICALS INC COMStock323,752$160.7M0.25%−14,595−4.3%ReducedView
TTTRANE TECHNOLOGIES PLCSHS323,724$158.73M0.24%−41,215−11.3%ReducedView
GILDGILEAD SCIENCES INC COMStock1,271,365$158.33M0.24%−61,749−4.6%ReducedView
SYKSTRYKER CORPORATION COMStock488,231$153.79M0.24%+59,866+14.0%AddedView
LOWLOWES COS INC COMStock677,142$149.34M0.23%−48,200−6.6%ReducedView
VZVERIZON COMMUNICATIONS INC COMStock3,498,514$147.87M0.23%+15,112+0.4%AddedView
APPAPPLOVIN CORPCOM CL A283,011$145.82M0.22%+6,887+2.5%AddedView
NOWSERVICENOW INC COMStock1,444,157$144.13M0.22%+118,177+8.9%AddedView
GLWCORNING INCCOM562,802$142.96M0.22%+168,052+42.6%AddedView
EWEDWARDS LIFESCIENCES CORP COMStock1,551,434$140.35M0.21%+117,939+8.2%AddedView
MNSTMONSTER BEVERAGE CORP NEWCOM1,434,923$137.79M0.21%−317,989−18.1%ReducedView
CACCCREDIT ACCEP CORP MICHCOM213,684$136.06M0.21%−17,647−7.6%ReducedView
PMPHILIP MORRIS INTL INC COMStock762,123$135.78M0.21%+18,281+2.5%AddedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock291,447$133.81M0.20%−11,537−3.8%ReducedView
ABTABBOTT LABORATORIES COMStock1,432,081$130.41M0.20%+18,175+1.3%AddedView
INTUINTUIT COMStock495,080$130.08M0.20%−8,705−1.7%ReducedView
UNPUNION PAC CORP COMStock479,550$130.07M0.20%+9,798+2.1%AddedView
PGRPROGRESSIVE CORP COMStock583,881$127.48M0.19%−18,281−3.0%ReducedView
TAT&T INC COMStock6,019,549$124.47M0.19%+854,755+16.5%AddedView
MDTMEDTRONIC PLC SHSStock1,590,358$124.47M0.19%−26,692−1.7%ReducedView
ISRGINTUITIVE SURGICAL INCCOM NEW310,091$123.29M0.19%−22,840−6.9%ReducedView
HWMHOWMET AEROSPACE INC COMStock459,587$122.3M0.19%+21,237+4.8%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock1,311,293$120.62M0.18%+45,514+3.6%AddedView
VRTVERTIV HOLDINGS COCOM CL A357,943$119.85M0.18%+28,883+8.8%AddedView

Options (13)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Universal- Beteiligungs- und Servicegesellschaft mbH option positions in Q2 2026
SecurityClassPutsCalls
DEERE & CO244199905CALL–$3.05M
CUMMINS INC231021906CALL–$2.76M
CHENIERE ENERGY INC16411R908CALL–$2.2M
AMZNAMAZON COM INC COMStock–$1.86M
AMAZON COM INC023135906CALL–$1.83M
MOSAIC CO NEW61945C903CALL–$1.57M
PHILLIPS 66718546904CALL–$1.28M
SUPER MICRO COMPUTER INC86800U902CALL–$1.18M
SNOWFLAKE INC833445909CALL–$480.75K
ORACLE CORP68389X905CALL–$475K
ZMZOOM COMMUNICATIONS INC CL AStock–$461K
BAKER HUGHES COMPANY05722G900CALL–$442.43K
NVIDIA CORPORATION67066G904CALL–$344.38K

Sold out since Q1 2026 (113)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 113 by value.

Universal- Beteiligungs- und Servicegesellschaft mbH positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
AMERICAN WTR CAP CORP03040WBE4NOTE 3.625% 6/1–$19.92M0.03%
COTERRA ENERGY INC COM127097103Stock506,405$17.76M0.03%
DUKE ENERGY CORP NEW26441CBY0NOTE 4.125% 4/1–$14.36M0.02%
HOLOGIC INC436440101COM170,600$12.9M0.02%
CCLCARNIVAL PLCADR437,008$11.26M0.02%
CCLCARNIVAL CORPUNIT 99/99/9999396,967$10.21M0.02%
DDDUPONT DE NEMOURS INCCOM201,454$9.3M0.02%
VENTAS RLTY LTD PARTNERSHIP92277GAZ0NOTE 3.750% 6/0–$7.1M0.01%
CABOCABLE ONE INCNOTE 1.125% 3/1–$6.06M0.01%
ADVANCED ENERGY INDS007973AE0NOTE 2.500% 9/1–$5.57M0.01%
TRI POINTE HOMES INC87265H109COM114,903$5.37M0.01%
CSG SYS INTL INC126349109COM53,553$4.28M0.01%
SMTCSEMTECH CORPNOTE 1.625%11/0–$3.4M0.01%
SUN CTRY AIRLS HLDGS INC866683105COM188,000$3.11M0.01%
JETBLUE AIRWAYS CORP477143AP6NOTE 0.500% 4/0–$2.8M0.00%
JBLUJETBLUE AIRWAYS CORPNOTE 2.500% 9/0–$2.8M0.00%
AMICUS THERAPEUTICS INC03152W109COM176,804$2.56M0.00%
CLEARWATER ANALYTICS HLDGS I185123106CL A89,692$2.12M0.00%
ETSYETSY INCNOTE 0.125% 9/0–$1.95M0.00%
BLKBBLACKBAUD INCCOM49,810$1.92M0.00%
BZHBEAZER HOMES USA INCCOM NEW78,511$1.51M0.00%
EFOREVERFORTH INCCOM38,930$1.51M0.00%
BRAEMAR HOTELS & RESORTS INC10482BAB7NOTE 4.500% 6/0–$1.46M0.00%
GLREGREENLIGHT CAP RE LTDCLASS A74,707$1.29M0.00%
AIR LEASE CORP00912X302CL A19,282$1.25M0.00%
OKTA INC679295AF2NOTE 0.375% 6/1–$1.24M0.00%
CWENCLEARWAY ENERGY INCCL A28,552$1.12M0.00%
USLMUNITED STS LIME & MINERALS ICOM8,007$1.05M0.00%
MASIMO CORP574795100COM5,695$1.01M0.00%
LUMENTUM HLDGS INC55024UAH2NOTE 1.500%12/1–$1.01M0.00%
CRACKER BARREL OLD CTRY STOR22410JAB2NOTE 0.625% 6/1–$989.87K0.00%
SAFTSAFETY INS GROUP INCCOM13,349$969.67K0.00%
SEALED AIR CORP NEW81211K100COM23,049$969.21K0.00%
VSHVISHAY INTERTECHNOLOGY INCNOTE 2.250% 9/1–$962.79K0.00%
VRDNVIRIDIAN THERAPEUTICS INCCOM48,822$954.96K0.00%
COINBASE GLOBAL INC19260QAB3NOTE 0.500% 6/0–$795.22K0.00%
MBUUMALIBU BOATS INCCOM CL A30,281$784.88K0.00%
JAMF HLDG CORP47074LAB1NOTE 0.125% 9/0–$698.49K0.00%
VERXVERTEX INC CL AStock50,005$594.56K0.00%
SOLENO THERAPEUTICS INC834203309COM17,048$570.77K0.00%
NORTHEAST BK PORTLAND ME66405S100COM4,848$544.77K0.00%
MLYSMINERALYS THERAPEUTICS INCCOM19,689$533.38K0.00%
ADNTADIENT PLC ORD SHSStock25,609$517.56K0.00%
TRVGTRIVAGO N VSPON ADS A SHS N190,912$517.37K0.00%
AHRTAH RLTY TR INCCOM88,838$488.61K0.00%
GREAT LAKES DREDGE & DOCK CO390607109COM28,280$480.76K0.00%
HERITAGE COMM CORP426927109COM38,023$474.53K0.00%
KENNEDY-WILSON HOLDINGS INC489398107COM42,500$459.85K0.00%
TRNSTRANSCAT INCCOM6,149$451.64K0.00%
ARRYARRAY TECHNOLOGIES INCNOTE 1.000%12/0–$450.92K0.00%
TOWNEBANK PORTSMOUTH VA89214P109COM12,915$434.85K0.00%
PEBOPEOPLES BANCORP INCCOM12,945$425.5K0.00%
DECDIVERSIFIED ENERGY COCOMMON STOCK23,979$418.19K0.00%
GRCGORMAN RUPP COCOM6,620$411.3K0.00%
STELLAR BANCORP INC858927106COM10,984$402.13K0.00%
MACK CALI RLTY CORP554489104COM20,334$383.7K0.00%
HRTXHERON THERAPEUTICS INCCOM458,766$367.06K0.00%
KMPRKEMPER CORPCOM11,919$364.24K0.00%
NBBKNB BANCORP INCCOM16,846$354.95K0.00%
HTLDHEARTLAND EXPRESS INCCOM33,717$350.66K0.00%
PAHCPHIBRO ANIMAL HEALTH CORPCL A COM6,085$336.56K0.00%
OSBCOLD SECOND BANCORP INC DELCOM15,821$318.95K0.00%
OCFCOCEANFIRST FINL CORPCOM17,463$315.03K0.00%
RAMPLIVERAMP HLDGS INCCOM11,761$311.9K0.00%
QDELQUIDELORTHO CORPCOM18,100$297.38K0.00%
MISTER CAR WASH INC60646V105COM41,920$292.18K0.00%
DGICADONEGAL GROUP INCCL A16,807$288.74K0.00%
APELLIS PHARMACEUTICALS INC03753U106COM6,977$280.68K0.00%
FRHCFREEDOM HOLDING CORPCOM1,911$276.87K0.00%
JBSSSANFILIPPO JOHN B & SON INCCOM3,483$276.31K0.00%
IIIVI3 VERTICALS INCCOM CL A12,302$275.07K0.00%
PWPPERELLA WEINBERG PARTNERSCLASS A COM15,140$274.94K0.00%
CALAVO GROWERS INC128246105COM10,600$273.37K0.00%
MBWMMERCANTILE BK CORPCOM5,392$272.3K0.00%
TERNS PHARMACEUTICALS INC880881107COM5,130$270.45K0.00%
PSIXPOWER SOLUTIONS INTL INC COM NEWStock4,315$262.7K0.00%
SYNASYNAPTICS INCNOTE 0.750%12/0–$258.08K0.00%
UHALU HAUL HOLDING COMPANYCOM5,400$258.01K0.00%
AKTSAKTIS ONCOLOGY INCCOM14,185$253.77K0.00%
WSWORTHINGTON STL INCCOM SHS8,208$249.11K0.00%
ARCELLX INC03940C100COMMON STOCK2,148$246.63K0.00%
SFDSMITHFIELD FOODS INCCOM8,801$246.16K0.00%
BLBLACKLINE INCCOM6,601$244.24K0.00%
ETDETHAN ALLEN INTERIORS INCCOM10,885$242.3K0.00%
ARECAMERICAN RES CORPCL A100,000$242K0.00%
AIVAPARTMENT INVT & MGMT COCL A55,745$226.88K0.00%
ELMDELECTROMED INC COMStock9,517$222.79K0.00%
FIRSTENERGY CORP337932AR8NOTE 4.000% 5/0–$222.13K0.00%
ALITALIGHT INCCOM CL A380,010$221.43K0.00%
IIININSTEEL INDS INCCOM6,445$216.62K0.00%
AVOMISSION PRODUCE INCCOM15,634$215.12K0.00%
CARAVIS BUDGET GROUP INCCOM1,463$213.38K0.00%
TAYDTAYLOR DEVICES INCCOM3,723$212.21K0.00%
VNDAVANDA PHARMACEUTICALS INCCOM30,000$207.3K0.00%
USPHU S PHYSICAL THERAPYCOM2,716$203.59K0.00%
NPKINPK INTERNATIONAL INCCOM SHS13,851$200.7K0.00%
BRCBBLACK ROCK COFFEE BAR INCCL A15,323$197.97K0.00%
IRWDIRONWOOD PHARMACEUTICALS INCCOM CL A56,132$197.02K0.00%
VITLVITAL FARMS INCCOM13,887$196.09K0.00%
SELECT MED HLDGS CORP81619Q105COM10,461$170.41K0.00%

13F filings by quarter

Universal- Beteiligungs- und Servicegesellschaft mbH 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 6, 20262,109$65.4Bvs. Q1 2026SEC
Q1 2026May 11, 20262,062$58.12Bvs. Q4 2025SEC
Q4 2025Jan 28, 20262,043$61.6Bvs. Q3 2025SEC
Q3 2025Oct 30, 20252,026$60.04Bvs. Q2 2025SEC
Q2 2025Aug 11, 20251,948$56.38Bvs. Q1 2025SEC
Q1 2025May 6, 20251,948$49.97Bvs. Q4 2024SEC
Q4 2024Feb 28, 2025999$50.4B–SEC