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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $65.4B AUM 2,122 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 171 New 887 Added 898 Reduced 118 Exited
Page 30 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 LUV SOUTHWEST AIRLS CO Industrials 42,036.0 $2.2M 0.00% -2K -3.8% $51.42 -21.5%
582 LKQ LKQ CORP Consumer Cyclical 81,788.0 $2.2M 0.00% -21K -20.6% $26.33 -2.1%
583 TTEK TETRA TECH INC NEW Industrials 74,326.0 $2.1M 0.00% -8K -9.3% $28.89 +28.1%
584 FOUR SHIFT4 PMTS INC Technology 44,119.0 $2.1M 0.00% -3K -6.8% $48.64 -1.5%
585 BROWN FORMAN CORP 79,085.0 $2.1M 0.00% -3K -3.9% $27.05
586 TECH BIO-TECHNE CORP Healthcare 29,992.0 $2.1M 0.00% -26K -46.1% $70.65 +2.4%
587 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 8,044.0 $2.1M 0.00% -10K -56.0% $263.26 +40.0%
588 PB PROSPERITY BANCSHARES INC Financial Services 28,679.0 $2.1M 0.00% -2K -6.5% $73.03 -0.4%
589 GWRE GUIDEWIRE SOFTWARE INC Technology 16,972.0 $2.1M 0.00% -5K -23.8% $123.05 +53.8%
590 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 97,047.0 $2.1M 0.00% -8K -7.3% $21.45 +21.2%
591 HSIC HENRY SCHEIN INC Healthcare 24,901.0 $2.1M 0.00% -1K -4.0% $83.52 +6.0%
592 SNDR SCHNEIDER NATIONAL INC Industrials 56,877.0 $2.1M 0.00% -5K -7.5% $36.53 -1.9%
593 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 102,024.0 $2.1M 0.00% -17K -14.2% $20.21 -22.6%
594 FRT FEDERAL RLTY INVT TR NEW Real Estate 16,650.0 $2.1M 0.00% -561.0 -3.3% $123.44 -5.4%
595 AGNC AGNC INVT CORP Real Estate 188,377.0 $2.1M 0.00% -7K -3.5% $10.90 -0.1%
596 LBRT LIBERTY ENERGY INC Energy 77,523.0 $2.0M 0.00% -12K -12.9% $26.19 -26.1%
597 LPX LOUISIANA PAC CORP Basic Materials 25,632.0 $2.0M 0.00% -644.0 -2.5% $78.66 -7.0%
598 LFST LIFESTANCE HEALTH GROUP INC Healthcare 188,087.0 $2.0M 0.00% -2K -1.0% $10.71 +16.4%
599 LADR LADDER CAP CORP Real Estate 201,206.0 $2.0M 0.00% -36K -15.0% $9.95 -0.3%
600 UE URBAN EDGE PPTYS Real Estate 87,224.0 $2.0M 0.00% -26K -23.2% $22.88 -6.3%
Page 30 of 45  ·  898 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 37.4%
Financial Services 10.8%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Communication Services 8.1%
Consumer Defensive 4.4%
Real Estate 4.3%
Energy 2.6%
Basic Materials 2.4%