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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $58.1B AUM 2,069 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New 825 Added 829 Reduced 110 Exited
Page 24 of 42  ·  825 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WYNN WYNN RESORTS LTD Consumer Cyclical 42,126.0 $4.3M 0.01% +826.0 +2.0% $101.57 +4.2%
462 EMN EASTMAN CHEM CO Basic Materials 55,434.0 $4.2M 0.01% +975.0 +1.8% $76.46 -5.5%
463 PBI PITNEY BOWES INC Industrials 382,207.0 $4.2M 0.01% +50K +14.9% $11.05 +59.3%
464 EVR EVERCORE INC Financial Services 14,147.0 $4.2M 0.01% +2K +13.3% $298.51 +23.9%
465 WU WESTERN UN CO Financial Services 482,559.0 $4.2M 0.01% +3K +0.6% $8.73 -17.7%
466 TXT TEXTRON INC Industrials 47,714.0 $4.2M 0.01% +10K +26.3% $87.95 -0.1%
467 KWR QUAKER HOUGHTON Basic Materials 33,707.0 $4.2M 0.01% +544.0 +1.6% $124.23 +20.9%
468 ST SENSATA TECHNOLOGIES HLDG PL Technology 117,668.0 $4.1M 0.01% +35K +41.5% $35.22 +44.2%
469 OI O-I GLASS INC Consumer Cyclical 393,644.0 $4.1M 0.01% +158K +67.2% $10.51 -10.8%
470 APLE APPLE HOSPITALITY REIT INC Real Estate 358,148.0 $4.1M 0.01% +4K +1.2% $11.51 +44.6%
471 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 128,987.0 $4.1M 0.01% +14K +11.9% $31.49 +4.7%
472 NHI NATIONAL HEALTH INVS INC Real Estate 50,202.0 $4.1M 0.01% +39K +352.6% $80.86 -12.5%
473 MWA MUELLER WTR PRODS INC Industrials 146,210.0 $4.0M 0.01% +108K +281.6% $27.49 -4.9%
474 MTH MERITAGE HOMES CORP Consumer Cyclical 64,698.0 $4.0M 0.01% +2K +3.0% $61.84 +23.4%
475 GBDC GOLUB CAP BDC INC Financial Services 304,911.0 $3.9M 0.01% +4K +1.3% $12.66 -2.5%
476 ECHOSTAR CORP 1,074,506.0 $3.9M 0.01% +27K +2.6% $3.59
477 WMS ADVANCED DRAIN SYS INC DEL Industrials 27,808.0 $3.8M 0.01% +2K +7.2% $137.13 +7.9%
478 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 49,890.0 $3.8M 0.01% +13K +34.0% $76.16 +11.9%
479 STRA STRATEGIC ED INC Consumer Defensive 45,758.0 $3.8M 0.01% +36K +378.8% $82.96 -9.1%
480 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 40,556.0 $3.7M 0.01% +27K +198.8% $92.04 -16.4%
Page 24 of 42  ·  825 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 11.2%
Communication Services 11.0%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 8.2%
Consumer Defensive 4.8%
Real Estate 4.2%
Energy 3.2%
Basic Materials 2.6%