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CIK: 0002057170
Total reported value
$65.4B
$65.4B
2087 檔
22.2%
In Q3 2025, Universal- Beteiligungs- und Servicegesellschaft mbH's U.S. equity holdings reached a combined market value of $65.4B, distributed across 2087 disclosed stock positions.
In Q3 2025, Universal- Beteiligungs- und Servicegesellschaft mbH displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2087 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.89% | -0.19% | +0.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.11% | -0.55% | -1.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.71% | -0.06% | +2.23% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | -0.08% | +1.33% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | +0.10% | -5.74% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.46% | -0.39% | -2.49% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | +0.17% | -2.14% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.66% | +0.05% | -1.79% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.30% | -0.02% | -4.85% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | -0.01% | -1.76% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.12% | -3.31% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.02% | -0.12% | +3.81% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 0.93% | -0.28% | +4.43% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.17% | +9.11% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.08% | +2.07% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.07% | -5.59% | |
| 17 | LIN | Linde plc | Stock-Materials | 0.70% | -0.09% | +3.80% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.01% | -0.94% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.07% | -10.79% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.10% | +8.76% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.06% | +8.48% | |
| 22 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.52% | -0.08% | +2.69% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | -0.02% | -4.98% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.08% | -1.63% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 0.49% | -0.18% | -0.01% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.17% | +2.45% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.16% | +0.56% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.04% | -0.45% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.08% | -3.85% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 0.46% | -0.05% | +9.41% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.12% | +12.28% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.07% | +3.75% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.02% | -1.84% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.02% | +17.27% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.40% | — | +0.76% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.39% | +0.43% | -0.30% | |
| 37 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.39% | -0.05% | +14.91% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | -0.06% | -5.62% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | -0.07% | +10.96% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.38% | -0.03% | -5.15% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.02% | +9.22% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +0.93% | -0.73% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | +0.01% | -4.63% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.10% | +2.09% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.35% | +0.37% | -17.88% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | +0.09% | +5.36% | |
| 47 | APP | Applovin Corp-class A | Stock-Tech | 0.35% | +0.03% | +7.91% | |
| 48 | WELL | Welltower Inc | Stock-Real Estate | 0.35% | +0.03% | -16.38% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.34% | -0.02% | -4.14% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | -0.06% | +3.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | +0.42% | Add |
| 2 | AVGO | Broadcom Inc | +0.8% | -2.14% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | -1.74% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | -5.74% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -1.79% | Trim |
| 6 | TSLA | Tesla Inc | +0.3% | -4.85% | Trim |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +3.75% | Add |
| 8 | APP | Applovin Corp-class A | +0.2% | +7.91% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -2.49% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -3.31% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | -10.79% | Trim |
| 12 | NFLX | Netflix Inc | +0.2% | +4.43% | Add |
| 13 | UBER | Uber Technologies Inc | +0.1% | +9.41% | Add |
| 14 | SPOT | Spotify Technology S.A. | +0.1% | +14.91% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -0.30% | Add |
| 16 | LRCX | Lam Research CORP | +0.1% | -17.88% | Trim |
| 17 | ANET | Arista Networks Inc | +0.1% | -6.71% | Add |
| 18 | GE | General Electric | +0.1% | -0.62% | Add |
| 19 | MU | Micron Technology Inc | +0.1% | -11.28% | Trim |
| 20 | AMD | Advanced Micro Devices | +0.1% | -0.73% | Trim |
| 21 | BX | Blackstone Inc | +0.1% | +64.83% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | +10.96% | Add |
| 23 | APH | Amphenol Corp-cl A | +0.1% | -2.47% | Trim |
| 24 | KLAC | Kla CORP | +0.1% | +3.02% | Add |
| 25 | GEV | GE Vernova Inc | +0.1% | -0.98% | Add |
| 26 | AXP | American Express Co | +0.1% | +0.76% | Add |
| 27 | NOW | Servicenow Inc | +0.1% | +17.27% | Add |
| 28 | NEM | Newmont CORP | +0.1% | +2.50% | Trim |
| 29 | QGEN | Qiagen N.V. | +0.1% | +18.25% | Add |
| 30 | BKNG | Booking Holdings Inc | 0% | -4.98% | Add |
| 31 | INTC | Intel CORP | 0% | -4.35% | Add |
| 32 | CAT | Caterpillar Inc | 0% | -2.86% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | -2.84% | Trim |
| 34 | INTU | Intuit Inc | 0% | -0.01% | Add |
| 35 | HD | Home Depot Inc | 0% | +8.48% | Add |
| 36 | MELI | Mercadolibre Inc | 0% | +2.69% | Add |
| 37 | CSCO | Cisco Systems Inc | 0% | +2.45% | Add |
| 38 | AMZN | Amazon.com Inc | 0% | +1.33% | Add |
| 39 | AAPL | Apple Inc | 0% | +2.23% | Add |
| 40 | MA | Mastercard Inc - A | -0.1% | +3.81% | Add |
| 41 | LIN | Linde plc | -0.1% | +3.80% | Add |
| 42 | LLY | Eli Lilly & Co | -0.1% | +9.11% | Add |
| 43 | ELV | Elevance Health Inc | -0.1% | -11.37% | Trim |
| 44 | MRSH | Marsh & Mclennan Cos | -0.1% | -1.20% | Trim |
| 45 | AMGN | Amgen Inc | -0.2% | +0.06% | Trim |
| 46 | V | Visa Inc-class A Shares | -0.2% | -1.76% | Add |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -14.91% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | +2.09% | Trim |
| 49 | AMRZ | Amrize Ltd | — | NEW | New buy |
| 50 | AKAM 0.125 05-01-25Bond | Akamai Technologies Inc | — | EXIT | Sold out |
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 2087 disclosed positions in Q3 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 NVDA, MSFT, AAPL) accounted for 22.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
AMRZ
市值: $68.3M
Top Position Liquidated / Trimmed
AKAM 0.125 05-01-25
前期市值: $45.1M
During Q3 2025, Universal- Beteiligungs- und Servicegesellschaft mbH's top holdings by market value included NVDA (6.9%)、MSFT (6.1%)、AAPL (4.7%). The largest single position, NVDA, represented 6.9% of total portfolio value.
In Q3 2025, Universal- Beteiligungs- und Servicegesellschaft mbH made 50 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 15 holdings, and fully liquidating 1 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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