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CIK: 0002057170
Total reported value
$65.4B
$65.4B
1985 檔
15.7%
At the close of Q1 2025, Universal- Beteiligungs- und Servicegesellschaft mbH disclosed equity holdings valued at approximately $65.4B, spread across 1985 reported holdings.
During Q1 2025, 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 1985 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.36% | -0.55% | -0.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.76% | -0.19% | -1.16% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.75% | -0.06% | -0.77% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | -0.08% | -2.82% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.10% | +1.49% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.24% | -0.39% | -2.11% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -0.01% | -6.35% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.05% | -0.14% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.17% | -2.32% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | -0.12% | -8.61% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.02% | -1.70% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.08% | -0.40% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.12% | -4.88% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.17% | +0.07% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.07% | -1.77% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.10% | +1.84% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.28% | +3.98% | |
| 18 | LIN | Linde plc | Stock-Materials | 0.75% | -0.09% | -12.36% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.01% | -0.46% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.10% | +1.02% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.04% | +0.35% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.08% | +0.26% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.54% | -0.08% | -14.63% | |
| 24 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.51% | -0.08% | -5.47% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.06% | -2.19% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.16% | +17.26% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.17% | -7.47% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.17% | -0.05% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.47% | -0.18% | +2.14% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 0.47% | -0.03% | -3.58% | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.46% | -0.02% | -0.79% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.02% | -0.63% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.12% | +4.21% | |
| 34 | WELL | Welltower Inc | Stock-Real Estate | 0.44% | +0.03% | -6.34% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.12% | -3.87% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | +0.01% | +5.40% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.02% | +2.66% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | -0.06% | -0.09% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.06% | +1.60% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.39% | -0.08% | -2.39% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.38% | +0.02% | +2.06% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.38% | -0.07% | -12.45% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.38% | -0.02% | -9.78% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.09% | -2.87% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.37% | -0.02% | +3.21% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.02% | -20.05% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.07% | +0.86% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.36% | -0.05% | -4.18% | |
| 49 | EQIX | Equinix Inc | Stock-Real Estate | 0.36% | -0.06% | +0.35% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.05% | -5.08% |
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 1985 disclosed positions in Q1 2025.
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 15.7% of total reported equity market value during Q1 2025.
During Q1 2025, Universal- Beteiligungs- und Servicegesellschaft mbH's top holdings by market value included MSFT (5.4%)、NVDA (4.8%)、AAPL (4.8%). The largest single position, MSFT, represented 5.4% of total portfolio value.
In Q1 2025, 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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