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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 36 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SFNC SIMMONS 1ST NATL CORP Financial Services 33,484.0 $651K 0.00% -2K -4.5% $19.45 +13.4%
702 CFFN CAPITOL FED FINL INC Financial Services 89,158.0 $636K 0.00% -1K -1.5% $7.13 +14.2%
703 CABO CABLE ONE INC Communication Services 6,968.0 $636K 0.00% -2K -25.1% $91.21 -49.7%
704 SIRI SIRIUSXM HOLDINGS INC Communication Services 27,248.0 $629K 0.00% -744.0 -2.7% $23.08 +22.4%
705 CORT CORCEPT THERAPEUTICS INC Healthcare 15,477.0 $624K 0.00% -4K -18.5% $40.31 +109.2%
706 PNTG PENNANT GROUP INC Healthcare 20,328.0 $620K 0.00% -6K -21.5% $30.48 +10.7%
707 LNN LINDSAY CORP Industrials 5,174.0 $616K 0.00% -1K -19.4% $119.07 -0.8%
708 AVPT AVEPOINT INC Technology 63,292.0 $602K 0.00% -8K -10.6% $9.51 +16.2%
709 PSKY PARAMOUNT SKYDANCE CORP Communication Services 66,268.0 $598K 0.00% -1K -1.6% $9.02 +12.2%
710 DRS LEONARDO DRS INC Industrials 13,336.0 $594K 0.00% -7K -33.5% $44.52 +4.1%
711 AAL AMERICAN AIRLS GROUP INC Industrials 52,222.0 $561K 0.00% -1K -2.3% $10.74 +47.6%
712 BNL BROADSTONE NET LEASE INC Real Estate 30,633.0 $560K 0.00% -73K -70.5% $18.27 +12.7%
713 MXL MAXLINEAR INC Technology 32,084.0 $558K 0.00% -49K -60.6% $17.39 +379.7%
714 INSP INSPIRE MED SYS INC Healthcare 10,703.0 $552K 0.00% -28K -72.1% $51.58 -17.8%
715 ARRY ARRAY TECHNOLOGIES INC Energy 74,191.0 $536K 0.00% -314K -80.9% $7.23 +8.5%
716 TRIVAGO N V 190,912.0 $517K 0.00% -306K -61.5% $2.71
717 ACIW ACI WORLDWIDE INC Technology 12,555.0 $515K 0.00% -114.0 -0.9% $41.01 +12.1%
718 DEI DOUGLAS EMMETT INC Real Estate 54,126.0 $510K 0.00% -8K -12.8% $9.42 +28.8%
719 LBRDK LIBERTY BROADBAND CORP Communication Services 10,078.0 $507K 0.00% -435.0 -4.1% $50.30 -35.7%
720 XRAY DENTSPLY SIRONA INC Healthcare 43,580.0 $506K 0.00% -5K -9.7% $11.60 -8.3%
Page 36 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%