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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 10 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EL LAUDER ESTEE COS INC Consumer Defensive 289,963.0 $20.9M 0.04% -6K -2.0% $72.16 +20.9%
182 PPG PPG INDS INC Basic Materials 194,004.0 $20.8M 0.04% -1K -0.6% $107.11 +12.3%
183 HST HOST HOTELS & RESORTS INC Real Estate 1,066,953.0 $20.5M 0.04% -296K -21.7% $19.17 +30.8%
184 CPRT COPART INC Industrials 610,585.0 $20.3M 0.04% -101K -14.2% $33.32 -8.6%
185 MICROCHIP TECHNOLOGY INC. 20,374,000.0 $20.2M 0.04% -759K -3.6% $0.99
186 AR ANTERO RESOURCES CORP Energy 473,745.0 $20.1M 0.04% -21K -4.2% $42.44 -20.1%
187 CFG CITIZENS FINL GROUP INC Financial Services 333,979.0 $20.0M 0.03% -42K -11.3% $59.77 +13.6%
188 AMERICAN WTR CAP CORP 19,744,000.0 $19.9M 0.03% -37.7M -65.6% $1.01
189 NTRS NORTHERN TR CORP Financial Services 142,214.0 $19.8M 0.03% -32K -18.5% $139.17 +26.7%
190 MTB M & T BK CORP Financial Services 95,277.0 $19.7M 0.03% -8K -7.7% $206.25 +11.0%
191 TROW PRICE T ROWE GROUP INC Financial Services 216,837.0 $19.6M 0.03% -17K -7.1% $90.25 +21.1%
192 IQVIA HLDGS INC 112,691.0 $19.3M 0.03% -5K -4.3% $171.30
193 HOOD ROBINHOOD MKTS INC Financial Services 277,127.0 $19.2M 0.03% -59K -17.4% $69.30 +53.5%
194 TRMB TRIMBLE INC Technology 292,523.0 $19.1M 0.03% -2K -0.7% $65.23 -22.1%
195 BLOCK INC 311,493.0 $18.8M 0.03% -2K -0.6% $60.46
196 PKG PACKAGING CORP AMER Consumer Cyclical 88,786.0 $18.8M 0.03% -45K -33.6% $212.05 +9.2%
197 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 556,759.0 $18.8M 0.03% -213K -27.6% $33.74 +6.4%
198 D DOMINION ENERGY INC Utilities 299,000.0 $18.4M 0.03% -5K -1.8% $61.44 +11.3%
199 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,170,315.0 $18.3M 0.03% -27K -2.2% $15.64 +10.2%
200 ZM ZOOM COMMUNICATIONS INC Technology 227,457.0 $18.3M 0.03% -15K -6.3% $80.29 +11.4%
Page 10 of 42  ·  829 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%