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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 14 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TGT TARGET CORP Consumer Defensive 309,587.0 $37.8M 0.07% -40K -11.4% $122.10 +4.7%
262 WAT WATERS CORP Healthcare 126,004.0 $37.5M 0.07% +41K +47.4% $297.96 +21.0%
263 DUK DUKE ENERGY CORP NEW Utilities 285,943.0 $37.2M 0.06% +30K +11.5% $130.23 -5.0%
264 TFC TRUIST FINL CORP Financial Services 791,222.0 $36.3M 0.06% +31K +4.1% $45.89 +5.0%
265 BDX BECTON DICKINSON & CO Healthcare 229,847.0 $36.3M 0.06% +7K +3.0% $157.81 -10.3%
266 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 507,739.0 $36.2M 0.06% +44K +9.5% $71.25 -14.2%
267 CDE COEUR MNG INC Basic Materials 1,903,925.0 $35.7M 0.06% +348K +22.4% $18.77 -6.6%
268 YUMC YUM CHINA HLDGS INC Consumer Cyclical 724,433.0 $35.3M 0.06% -73K -9.2% $48.78 -10.5%
269 STT STATE STR CORP Financial Services 275,422.0 $34.8M 0.06% -23K -7.8% $126.19 +35.6%
270 MET METLIFE INC Financial Services 490,353.0 $34.7M 0.06% -224K -31.3% $70.74 +21.4%
271 KDP KEURIG DR PEPPER INC Consumer Defensive 1,308,494.0 $34.5M 0.06% +98K +8.1% $26.34 +17.3%
272 PPL CAP FDG INC 29,280,000.0 $34.4M 0.06% -4.8M -14.2% $1.17
273 FITB FIFTH THIRD BANCORP Financial Services 740,048.0 $34.4M 0.06% +104K +16.3% $46.42 +13.3%
274 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 558,580.0 $34.3M 0.06% +27K +5.0% $61.44 -20.5%
275 PODD INSULET CORP Healthcare 162,723.0 $34.1M 0.06% +26K +18.6% $209.84 -31.6%
276 EME EMCOR GROUP INC Industrials 46,036.0 $34.0M 0.06% +3K +5.9% $738.31 +12.1%
277 EXPE EXPEDIA GROUP INC Consumer Cyclical 147,366.0 $33.9M 0.06% +21K +16.4% $230.07 +4.1%
278 HUBB HUBBELL INC Industrials 69,018.0 $33.8M 0.06% -3K -3.8% $490.36 +3.8%
279 ADC AGREE RLTY CORP Real Estate 445,919.0 $33.6M 0.06% -63K -12.3% $75.38 -2.1%
280 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 122,160.0 $33.4M 0.06% +24K +24.7% $273.61 +10.2%
Page 14 of 104  ·  2,069 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%