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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 16 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KMI KINDER MORGAN INC DEL Energy 883,987.0 $29.4M 0.05% -121K -12.1% $33.31 -5.5%
302 XEL XCEL ENERGY INC Utilities 369,511.0 $29.4M 0.05% +24K +6.9% $79.44 -1.4%
303 MTDR MATADOR RES CO Energy 462,549.0 $29.2M 0.05% +229K +98.3% $63.18 -22.5%
304 ACGL ARCH CAP GROUP LTD Financial Services 301,625.0 $28.9M 0.05% +10K +3.3% $95.94 -4.6%
305 KHC KRAFT HEINZ CO Consumer Defensive 1,273,394.0 $28.7M 0.05% +36K +2.9% $22.54 +2.0%
306 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 353,371.0 $28.5M 0.05% +32K +10.0% $80.65 +0.0%
307 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 453,932.0 $28.3M 0.05% -152K -25.1% $62.42 +0.4%
308 GRMN GARMIN LTD Technology 122,030.0 $28.3M 0.05% -22K -15.4% $232.01 +1.4%
309 SYF SYNCHRONY FINANCIAL Financial Services 415,156.0 $28.2M 0.05% -13K -3.0% $68.02 +10.9%
310 NYT NEW YORK TIMES CO Communication Services 334,447.0 $28.0M 0.05% -24K -6.7% $83.73 -12.7%
311 VST VISTRA CORP Utilities 186,256.0 $28.0M 0.05% +39K +26.9% $150.33 +10.9%
312 DOV DOVER CORP Industrials 134,157.0 $27.9M 0.05% +7K +5.1% $208.27 +8.0%
313 NXT NEXTRACKER INC Technology 229,110.0 $27.6M 0.05% +9K +3.9% $120.55 +3.1%
314 GIS GENERAL MLS INC Consumer Defensive 735,605.0 $27.5M 0.05% +24K +3.4% $37.35 -9.9%
315 SYY SYSCO CORP Consumer Defensive 384,778.0 $27.5M 0.05% -28K -6.7% $71.38 +10.6%
316 IEX IDEX CORP Industrials 144,443.0 $27.4M 0.05% -9K -6.0% $189.71 +19.4%
317 FANG DIAMONDBACK ENERGY INC Energy 138,489.0 $27.4M 0.05% +16K +13.2% $197.71 -8.0%
318 DAL DELTA AIR LINES INC DEL Industrials 411,443.0 $27.3M 0.05% +11K +2.9% $66.39 +27.0%
319 INVH INVITATION HOMES INC Real Estate 1,094,126.0 $27.2M 0.05% -592K -35.1% $24.88 +15.0%
320 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 374,192.0 $27.2M 0.05% +86K +29.7% $72.59 +2.9%
Page 16 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%