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CIK: 0002057170
Total reported value
$65.4B
$65.4B
2053 檔
22.9%
According to the latest 13F quarterly dataset, Universal- Beteiligungs- und Servicegesellschaft mbH managed an equity portfolio of $65.4B at the end of Q4 2025, spanning 2053 distinct U.S. exchange-listed positions.
During Q4 2025, Universal- Beteiligungs- und Servicegesellschaft mbH performed routine portfolio adjustments (0 new buys, 28 additions, 20 trims, and 2 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 2053 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.75% | -0.19% | -0.20% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.54% | -0.55% | -0.80% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.94% | -0.06% | +0.76% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.54% | -0.08% | +1.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.54% | +0.10% | -5.73% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.21% | +0.17% | +4.89% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | -0.39% | +1.98% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | +0.05% | -0.56% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.29% | -0.02% | +1.24% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | -0.01% | -0.75% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.17% | -5.32% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.12% | -2.68% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.12% | +0.73% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.08% | +0.14% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.07% | -5.41% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | -0.28% | +894.70% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 0.61% | -0.10% | +4.71% | |
| 18 | LIN | Linde plc | Stock-Materials | 0.58% | -0.09% | -4.84% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.93% | +16.30% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.01% | +0.60% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.16% | +1.83% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.17% | -4.76% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.50% | -0.08% | +12.31% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 0.48% | -0.18% | +2.70% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.48% | -0.08% | +8.05% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.02% | +8.29% | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +1.15% | +3.77% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.45% | -0.02% | -6.92% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.08% | -0.32% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.04% | +1.78% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.07% | +11.91% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.07% | +4.86% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.42% | +0.37% | -5.46% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.06% | -6.06% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | -0.06% | -3.24% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.12% | -3.87% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.43% | -16.12% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.40% | -0.03% | +0.47% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.07% | +4.92% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.06% | -6.41% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.01% | +2.61% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.02% | -1.86% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.38% | — | -12.02% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.12% | +14.15% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.38% | -0.02% | +448.18% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.09% | +0.18% | |
| 47 | WELL | Welltower Inc | Stock-Real Estate | 0.35% | +0.03% | -1.17% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.35% | -0.04% | +13.78% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.10% | +1.57% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.17% | +2.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.73% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -0.56% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.2% | -5.32% | Trim |
| 4 | AAPL | Apple Inc | +0.2% | +0.76% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | +3.77% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | +16.30% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +4.89% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +1.14% | Add |
| 9 | CACC | Credit Acceptance CORP | +0.1% | +764.81% | Add |
| 10 | CRM | Salesforce Inc | +0.1% | +4.71% | Add |
| 11 | PLD | Prologis Inc | +0.1% | +13.78% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | -5.46% | Trim |
| 13 | SO 4.5 06-15-27Bond | Southern Co | +0.1% | +986.46% | Add |
| 14 | HL | Hecla Mining Co | +0.1% | +170.56% | Add |
| 15 | BAC | Bank Of America CORP | +0.1% | +8.29% | Add |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | -2.72% | Trim |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -6.41% | Trim |
| 18 | PEP | Pepsico Inc | +0.1% | +14.15% | Add |
| 19 | C | Citigroup Inc | +0.1% | +10.96% | Add |
| 20 | APH | Amphenol Corp-cl A | +0.1% | +9.18% | Add |
| 21 | ADBE | Adobe Inc | 0% | +12.31% | Add |
| 22 | GILD | Gilead Sciences Inc | 0% | +10.70% | Add |
| 23 | WEC 4.375 06-01-29Bond | Wec Energy Group Inc | 0% | +102.97% | Add |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 0% | +4.83% | Add |
| 25 | ZTS | Zoetis Inc | 0% | +57.77% | Add |
| 26 | WDC | Western Digital CORP | 0% | +13.16% | Add |
| 27 | UPS | United Parcel Service-cl B | 0% | +15.69% | Add |
| 28 | REGN | Regeneron Pharmaceuticals | 0% | +0.77% | Add |
| 29 | WMT | Walmart Inc | 0% | +1.83% | Add |
| 30 | ADI | Analog Devices Inc | 0% | +8.51% | Add |
| 31 | GS | Goldman Sachs Group Inc | 0% | +6.33% | Add |
| 32 | ELF | Elf Beauty Inc | 0% | -95.62% | Trim |
| 33 | QGEN | Qiagen N.V. | 0% | -23.98% | Trim |
| 34 | COIN | Coinbase Global Inc -class A | 0% | -15.42% | Trim |
| 35 | COST | Costco Wholesale CORP | 0% | -0.32% | Trim |
| 36 | BKNG | Booking Holdings Inc | -0.1% | -6.92% | Trim |
| 37 | ABT | Abbott Laboratories | -0.1% | -10.15% | Trim |
| 38 | SHW | Sherwin-williams Co/the | -0.1% | -26.45% | Trim |
| 39 | BLK | Blackrock Inc | -0.1% | -12.28% | Trim |
| 40 | FISV | Fiserv Inc | -0.1% | -43.04% | Trim |
| 41 | SPOT | Spotify Technology S.A. | -0.1% | -3.01% | Trim |
| 42 | HD | Home Depot Inc | -0.1% | -6.06% | Trim |
| 43 | UBER | Uber Technologies Inc | -0.1% | -6.55% | Trim |
| 44 | LIN | Linde plc | -0.1% | -4.84% | Trim |
| 45 | ORCL | Oracle CORP | -0.1% | +11.91% | Add |
| 46 | NFLX | Netflix Inc | -0.2% | +894.70% | Add |
| 47 | META | Meta Platforms Inc-class A | -0.3% | +1.98% | Add |
| 48 | MSFT | Microsoft CORP | -0.6% | -0.80% | Trim |
| 49 | SO 3.875 12-15-25Bond | Southern Co | — | EXIT | Sold out |
| 50 | UBER 0 12-15-25Bond | Uber 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 2053 disclosed positions in Q4 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 22.9% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
SO 3.875 12-15-25
前期市值: $83.2M
During Q4 2025, Universal- Beteiligungs- und Servicegesellschaft mbH's top holdings by market value included NVDA (6.8%)、MSFT (5.5%)、AAPL (4.9%). The largest single position, NVDA, represented 6.8% of total portfolio value.
In Q4 2025, Universal- Beteiligungs- und Servicegesellschaft mbH made 50 total portfolio adjustments, initiating 0 new buys, adding to 28 positions, trimming 20 holdings, and fully liquidating 2 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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