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CIK: 0002057170
Total reported value
$65.4B
$65.4B
1006 檔
18.6%
During the Q4 2024 filing period, Universal- Beteiligungs- und Servicegesellschaft mbH (CIK: 0002057170) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $65.4B across 1006 reported positions.
During Q4 2024, Universal- Beteiligungs- und Servicegesellschaft mbH's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1006 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.00% | -0.55% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.91% | -0.19% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.34% | -0.06% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.03% | -0.08% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.72% | +0.10% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | -0.39% | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | +0.17% | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.60% | -0.02% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.05% | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | -0.01% | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.11% | -0.12% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.12% | — | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.17% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.08% | — | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 0.78% | -0.10% | — | |
| 16 | LIN | Linde plc | Stock-Materials | 0.76% | -0.09% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | +0.10% | — | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 0.72% | -0.08% | — | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.28% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.07% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.04% | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.08% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.06% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.01% | — | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | -0.02% | — | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 0.48% | -0.07% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.17% | — | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.48% | -0.02% | — | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 0.47% | -0.03% | — | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.47% | -0.18% | — | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.46% | -0.08% | — | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.17% | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.45% | -0.02% | — | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.45% | -0.08% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.12% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.16% | — | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.06% | — | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.02% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.07% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.12% | — | |
| 41 | EQIX | Equinix Inc | Stock-Real Estate | 0.41% | -0.06% | — | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.01% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.02% | — | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.06% | — | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.39% | +0.05% | — | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.39% | +0.02% | — | |
| 47 | WELL | Welltower Inc | Stock-Real Estate | 0.38% | +0.03% | — | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.38% | -0.02% | — | |
| 49 | AXP | American Express Co | Stock-Financials | 0.37% | — | — | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.37% | +0.93% | — |
According to official SEC Form 13F filings, Universal- Beteiligungs- und Servicegesellschaft mbH reported a total U.S. public equity portfolio value of $65.4B across 1006 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 18.6% of total reported equity market value during Q4 2024.
During Q4 2024, Universal- Beteiligungs- und Servicegesellschaft mbH's top holdings by market value included MSFT (6.0%)、NVDA (5.9%)、AAPL (5.3%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q4 2024, Universal- Beteiligungs- und Servicegesellschaft mbH made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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