Universal- Beteiligungs- und Servicegesellschaft mbH

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$61.6B

Total Positions

2,043

New This Quarter

123

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA6.75%

MSFT5.54%

AAPL4.94%

AMZN3.54%

GOOGL3.54%

AVGO2.21%

META2.20%

GOOG2.06%

TSLA1.29%

V1.24%

Other10.06%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

RHLD4Q held

RESOLUTE HLDGS MGMT INC

Avg $31.97 · $1.2M est. P&L

Est. P&L

+546.89%

OPEN4Q held

OPENDOOR TECHNOLOGIES INC

Avg $1.05 · $2M est. P&L

Est. P&L

+456.26%

PACS4Q held

PACS GROUP INC

Avg $10.91 · $5.4M est. P&L

Est. P&L

+259.95%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1917 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	22.2M	$4.2B	6.7%	—	$137.79	+36.11%	5 qtrs	Decreased 0
MSFT Microsoft Corp	7.1M	$3.4B	5.5%	—	$422.61	+15.35%	5 qtrs	Decreased 0
AAPL Apple Inc	11.2M	$3B	4.9%	—	$250.15	+9.06%	5 qtrs	Increased 59
AMZN Amazon.com Inc	9.5M	$2.2B	3.5%	—	$221.48	+4.99%	5 qtrs	Increased 59
GOOGL Alphabet Inc	7M	$2.2B	3.5%	—	$189.22	+65.87%	5 qtrs	Decreased 0
AVGO Broadcom Inc	3.9M	$1.4B	2.2%	—	$240.09	+45.72%	5 qtrs	Increased 57
META Meta Platforms Inc	2.1M	$1.4B	2.2%	—	$599.26	+11.13%	5 qtrs	Increased 56
GOOG Alphabet Inc	4.1M	$1.3B	2.1%	—	$191.76	+64.04%	5 qtrs	Decreased 0
TSLA Tesla Inc	1.8M	$795.5M	1.3%	—	$417.86	+8.75%	5 qtrs	Increased 50
V Visa Inc	2.2M	$764.4M	1.2%	—	$316.05	+11.66%	5 qtrs	Decreased 0
LLY Eli Lilly & Co	599,309	$642.9M	1.0%	—	$763.68	+41.15%	5 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	2M	$634.6M	1.0%	—	$240.48	+33.89%	5 qtrs	Decreased 0
MA Mastercard Inc	1.1M	$620.2M	1.0%	—	$525.35	+9.75%	5 qtrs	Increased 50
BRK/B Berkshire Hathaway Inc	903,938	$452M	0.7%	—	—	—	5 qtrs	Increased 44
JNJ Johnson & Johnson	2.2M	$450.4M	0.7%	—	$139.48	+48.34%	5 qtrs	Decreased 0
NFLX Netflix Inc	4.6M	$435.6M	0.7%	—	$93.83	-0.06%	5 qtrs	Increased 71
CRM Salesforce Inc	1.4M	$375.6M	0.6%	—	$320.62	-17.06%	5 qtrs	Increased 46
LIN Linde PLC	842,026	$359.8M	0.6%	—	$416.73	+2.79%	5 qtrs	Decreased 0
AMD Advanced Micro Devices Inc	1.6M	$349.7M	0.6%	—	$135.46	+58.97%	5 qtrs	Increased 51
ABBV AbbVie Inc	1.5M	$347.9M	0.6%	—	$169.32	+34.60%	5 qtrs	Increased 44
WMT Walmart Inc	2.8M	$316M	0.5%	—	$89.44	+25.13%	5 qtrs	Increased 44
CSCO Cisco Systems Inc	4.1M	$313M	0.5%	—	$58.22	+32.25%	5 qtrs	Decreased 0
ADBE Adobe Inc	882,568	$310.5M	0.5%	—	$428.05	-17.65%	5 qtrs	Increased 49
INTU Intuit Inc	445,144	$294.9M	0.5%	—	$641.50	+4.23%	5 qtrs	Increased 38
MELI MercadoLibre Inc	145,250	$292.7M	0.5%	—	$1,766.95	+14.37%	5 qtrs	Increased 40
Showing 25 of 1,917 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ADTADT Inc

Q1 2025 → Q4 2025+1.2M shares+$10.3M

ABMABM INDS INC

Q1 2025 → Q4 2025+87,196 shares+$2.5M

AREAlexandria Real Estate Equities Inc

Q1 2025 → Q4 2025+166,039 shares+$3.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer