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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $61.6B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2053 New
Page 15 of 103  ·  2,053 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LNG CHENIERE ENERGY INC Energy 169,935.0 $33.0M 0.05% NEW $194.03 +24.5%
282 WAT WATERS CORP Healthcare 85,465.0 $32.7M 0.05% NEW $382.36 -2.1%
283 F FORD MTR CO Consumer Cyclical 2,464,555.0 $32.4M 0.05% NEW $13.15 +7.5%
284 HUBB HUBBELL INC Industrials 71,768.0 $31.9M 0.05% NEW $444.25 +16.4%
285 SUI SUN CMNTYS INC Real Estate 254,925.0 $31.6M 0.05% NEW $124.03 -2.2%
286 EL LAUDER ESTEE COS INC Consumer Defensive 295,990.0 $31.2M 0.05% NEW $105.40 -23.6%
287 APOS APOLLO GLOBAL MGMT INC Financial Services 214,909.0 $31.1M 0.05% NEW $144.94 -82.4%
288 ROL ROLLINS INC Consumer Cyclical 513,216.0 $30.9M 0.05% NEW $60.30 -28.2%
289 L LOEWS CORP Financial Services 291,877.0 $30.8M 0.05% NEW $105.64 +7.2%
290 FTV FORTIVE CORP Technology 553,476.0 $30.8M 0.05% NEW $55.65 +10.5%
291 MPC MARATHON PETE CORP Energy 188,329.0 $30.7M 0.05% NEW $163.18 +55.7%
292 MCHP MICROCHIP TECHNOLOGY INC. Technology 477,725.0 $30.6M 0.05% NEW $64.00 +37.4%
293 SYY SYSCO CORP Consumer Defensive 412,423.0 $30.4M 0.05% NEW $73.82 +12.2%
294 NTRA NATERA INC Healthcare 131,702.0 $30.2M 0.05% NEW $229.19 +14.3%
295 KHC KRAFT HEINZ CO Consumer Defensive 1,237,270.0 $30.1M 0.05% NEW $24.36 -2.7%
296 SRE SEMPRA Utilities 339,671.0 $30.1M 0.05% NEW $88.56 +6.4%
297 COIN COINBASE GLOBAL INC Financial Services 131,054.0 $30.0M 0.05% NEW $228.89 -34.9%
298 DUK DUKE ENERGY CORP NEW Utilities 256,437.0 $30.0M 0.05% NEW $116.82 +9.9%
299 FITB FIFTH THIRD BANCORP Financial Services 636,210.0 $29.9M 0.05% NEW $47.01 +19.8%
300 TRGP TARGA RES CORP Energy 162,400.0 $29.9M 0.05% NEW $184.08 +48.1%
Page 15 of 103  ·  2,053 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 33.8%
Financial Services 12.1%
Communication Services 11.3%
Consumer Cyclical 10.9%
Healthcare 10.1%
Industrials 7.5%
Consumer Defensive 4.1%
Real Estate 4.0%
Basic Materials 2.2%
Energy 2.2%