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CIK: 0002057170
Total reported value
$65.4B
$65.4B
2063 檔
20.1%
As reported in its official Q1 2026 Form 13F filing, Universal- Beteiligungs- und Servicegesellschaft mbH's tracked investment portfolio stood at $65.4B with 2063 total positions.
Universal- Beteiligungs- und Servicegesellschaft mbH executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 4 holdings and trimming 98 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 20.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUNB
市值: $96.6M
Top Position Liquidated / Trimmed
QGEN
前期市值: $81.0M
Showing top 200 holdings (of 2063 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.61% | -0.19% | -0.98% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.87% | -0.06% | -0.37% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.55% | -3.61% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.43% | +0.10% | -0.53% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.08% | +0.29% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | -0.39% | +3.41% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | +0.17% | -3.38% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | +0.05% | -2.31% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | -0.02% | +3.61% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | -0.01% | -2.16% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.12% | -4.08% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.17% | -1.02% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.07% | +0.08% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.12% | -5.97% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.28% | +3.03% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.16% | +30.08% | |
| 17 | LIN | Linde plc | Stock-Materials | 0.74% | -0.09% | +3.14% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.08% | -0.12% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 0.65% | +1.15% | +11.12% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.62% | +0.93% | +8.81% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.17% | +8.96% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.08% | +3.35% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.01% | -1.00% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.17% | +7.22% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | +0.43% | -4.75% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | +0.37% | -4.66% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.04% | +8.76% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.10% | +6.64% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | +10.80% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.12% | +6.21% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.02% | -0.72% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.06% | -8.76% | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.42% | -0.08% | -1.63% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.02% | -6.28% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.06% | -1.20% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.07% | +13.31% | |
| 37 | WELL | Welltower Inc | Stock-Real Estate | 0.40% | +0.03% | +0.79% | |
| 38 | EQIX | Equinix Inc | Stock-Real Estate | 0.39% | -0.06% | -5.16% | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.38% | -0.18% | +13.17% | |
| 40 | PLD | Prologis Inc | Stock-Real Estate | 0.37% | -0.04% | -3.92% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.06% | +1.32% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.06% | +3.05% | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.36% | -0.02% | -4.95% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.35% | -0.08% | +0.44% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.01% | +14.79% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.07% | -2.21% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.09% | +20.44% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.11% | +5.67% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.07% | -2.52% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.33% | +0.04% | -0.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.3% | +30.08% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.2% | +7.22% | Add |
| 3 | MU | Micron Technology Inc | +0.2% | +11.12% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +0.08% | Add |
| 5 | LIN | Linde plc | +0.2% | +3.14% | Add |
| 6 | CVX | Chevron CORP | +0.1% | +20.44% | Add |
| 7 | AMAT | Applied Materials Inc | +0.1% | -4.75% | Trim |
| 8 | WDC | Western Digital CORP | +0.1% | +23.38% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +3.35% | Add |
| 10 | LRCX | Lam Research CORP | +0.1% | -4.66% | Trim |
| 11 | WDC 3 11-15-28Bond | Western Digital CORP | +0.1% | +380.20% | Add |
| 12 | COP | Conocophillips | +0.1% | +35.36% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | +5.67% | Add |
| 14 | KLAC | Kla CORP | +0.1% | +7.30% | Add |
| 15 | EQIX | Equinix Inc | +0.1% | -5.16% | Trim |
| 16 | PEP | Pepsico Inc | +0.1% | +6.21% | Add |
| 17 | MCD | Mcdonald's CORP | +0.1% | +10.80% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +8.96% | Add |
| 19 | NFLX | Netflix Inc | +0.1% | +3.03% | Add |
| 20 | NEE | Nextera Energy Inc | +0.1% | +3.05% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | +0.12% | Add |
| 22 | ADI | Analog Devices Inc | +0.1% | -0.63% | Trim |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +8.76% | Add |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | +3.56% | Add |
| 25 | HON | Honeywell International Inc | +0.1% | +17.92% | Add |
| 26 | DLR | Digital Realty Trust Inc | +0.1% | +2.37% | Add |
| 27 | INTC | Intel CORP | +0.1% | +3.51% | Add |
| 28 | GEV | GE Vernova Inc | +0.1% | -8.82% | Trim |
| 29 | KO | Coca-cola Co/the | +0.1% | -0.72% | Trim |
| 30 | SLB | Slb LTD | +0.1% | +13.40% | Add |
| 31 | AZO | Autozone Inc | +0.1% | +42.75% | Add |
| 32 | GILD | Gilead Sciences Inc | +0.1% | +1.50% | Add |
| 33 | T | At&t Inc | +0.1% | -1.38% | Trim |
| 34 | TXN | Texas Instruments Inc | +0.1% | +1.77% | Add |
| 35 | WELL | Welltower Inc | +0.1% | +0.79% | Add |
| 36 | AMD | Advanced Micro Devices | +0.1% | +8.81% | Add |
| 37 | GLW | Corning Inc | 0% | +16.90% | Add |
| 38 | SNDK | Sandisk CORP | 0% | +41.14% | Add |
| 39 | VLO | Valero Energy CORP | 0% | -11.63% | Trim |
| 40 | HPQ | Hp Inc | 0% | +68.90% | Add |
| 41 | AMGN | Amgen Inc | 0% | +4.46% | Add |
| 42 | NEM | Newmont CORP | 0% | +12.36% | Add |
| 43 | ETN | Eaton Corporation plc | 0% | -0.11% | Trim |
| 44 | PFE | Pfizer Inc | 0% | +1.98% | Add |
| 45 | MRVL | Marvell Technology Inc | 0% | +0.14% | Add |
| 46 | CF | Cf Industries Holdings Inc | 0% | +3.58% | Add |
| 47 | LITE | Lumentum Holdings Inc | 0% | -18.37% | Trim |
| 48 | MTDR | Matador Resources Co | 0% | +98.34% | Add |
| 49 | WMB | Williams Cos Inc | 0% | +19.88% | Add |
| 50 | BL 1 06-01-29Bond | Blackline Inc | 0% | +2560.00% | Add |
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 2063 disclosed positions in Q1 2026.
During Q1 2026, Universal- Beteiligungs- und Servicegesellschaft mbH's top holdings by market value included NVDA (6.6%)、AAPL (4.9%)、MSFT (4.3%). The largest single position, NVDA, represented 6.6% of total portfolio value.
In Q1 2026, Universal- Beteiligungs- und Servicegesellschaft mbH made 200 total portfolio adjustments, initiating 3 new buys, adding to 95 positions, trimming 98 holdings, and fully liquidating 4 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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