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CIK: 0002057170
Total reported value
$65.4B
$65.4B
2004 檔
19.7%
According to the latest 13F quarterly dataset, Universal- Beteiligungs- und Servicegesellschaft mbH managed an equity portfolio of $65.4B at the end of Q2 2025, spanning 2004 distinct U.S. exchange-listed positions.
During Q2 2025, Universal- Beteiligungs- und Servicegesellschaft mbH's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 19.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 2004 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.37% | -0.55% | +1.25% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.19% | -0.19% | +0.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.96% | -0.06% | +1.91% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.58% | -0.08% | +2.32% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.70% | -0.39% | +6.36% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | +0.10% | +6.72% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | +0.17% | +3.70% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -0.01% | +11.81% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.05% | +1.34% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.12% | +16.83% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.06% | -0.28% | +7.61% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | -0.02% | -6.15% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.03% | -0.12% | +6.63% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.17% | +10.24% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.08% | +0.19% | |
| 16 | LIN | Linde plc | Stock-Materials | 0.71% | -0.09% | +5.24% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.07% | +3.72% | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.61% | -0.08% | +0.53% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 0.60% | -0.18% | +12.43% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.60% | -0.10% | +4.91% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | -0.02% | +16.09% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.08% | +6.70% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.56% | -0.08% | +16.40% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.04% | -0.22% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.07% | +2.78% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.17% | +6.54% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.01% | +0.87% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.16% | -2.96% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.06% | +3.51% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 0.46% | -0.03% | +7.25% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | -0.05% | +4.06% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.02% | -0.22% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.02% | -1.84% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | -0.06% | +3.18% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.40% | — | +11.34% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.07% | +14.27% | |
| 37 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.40% | -0.05% | +11.49% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.01% | +0.50% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.02% | -2.21% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.17% | -0.28% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.12% | +6.65% | |
| 42 | WELL | Welltower Inc | Stock-Real Estate | 0.38% | +0.03% | -2.17% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.37% | +0.43% | +13.40% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.09% | -4.85% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.37% | +0.20% | +6.03% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +0.93% | -2.91% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.35% | -0.08% | +5.82% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.34% | -0.02% | -6.49% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.34% | -0.07% | +5.86% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.05% | +5.90% |
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 2004 disclosed positions in Q2 2025.
During Q2 2025, Universal- Beteiligungs- und Servicegesellschaft mbH's top holdings by market value included MSFT (6.4%)、NVDA (6.2%)、AAPL (4.0%). The largest single position, MSFT, represented 6.4% of total portfolio value.
In Q2 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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