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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 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 EWBC EAST WEST BANCORP INC Financial Services 71,494.0 $7.6M 0.01% +22K +44.4% $106.76 +18.8%
702 LFUS LITTELFUSE INC Technology 22,489.0 $7.6M 0.01% +3K +13.6% $339.35 +41.4%
703 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 66,179.0 $7.6M 0.01% +10K +17.9% $115.25 +3.3%
704 CMC COMMERCIAL METALS CO Basic Materials 124,159.0 $7.6M 0.01% +37K +42.3% $61.43 +17.8%
705 AXS AXIS CAP HLDGS LTD Financial Services 74,947.0 $7.6M 0.01% -13K -14.5% $101.41 -0.4%
706 TRU TRANSUNION Industrials 109,771.0 $7.6M 0.01% +8K +7.4% $69.19 -6.6%
707 PTEN PATTERSON-UTI ENERGY INC Energy 701,061.0 $7.6M 0.01% +132K +23.2% $10.83 -7.3%
708 TPL TEXAS PACIFIC LAND CORPORATI Energy 15,983.0 $7.6M 0.01% -2K -13.4% $474.56 -25.2%
709 NOV NOV INC Energy 401,861.0 $7.6M 0.01% +13K +3.5% $18.81 -0.8%
710 SITM SITIME CORP Technology 21,882.0 $7.6M 0.01% -10K -30.8% $345.35 +111.1%
711 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 120,238.0 $7.5M 0.01% -39K -24.6% $62.70 +30.5%
712 ALV AUTOLIV INC Consumer Cyclical 71,255.0 $7.5M 0.01% +8K +12.2% $105.16 +12.4%
713 RNG RINGCENTRAL INC Technology 201,060.0 $7.5M 0.01% -38K -15.9% $37.19 -5.8%
714 ITRI ITRON INC Technology 83,380.0 $7.5M 0.01% +3K +3.9% $89.63 -9.8%
715 SEI SOLARIS ENERGY INFRAS INC Energy 131,753.0 $7.4M 0.01% -13K -8.7% $56.51 +46.7%
716 EAT BRINKER INTL INC Consumer Cyclical 52,116.0 $7.4M 0.01% +33K +170.3% $142.77 +15.5%
717 BSY BENTLEY SYS INC Technology 210,778.0 $7.4M 0.01% +135K +179.7% $35.12 -16.3%
718 RRC RANGE RES CORP Energy 163,745.0 $7.4M 0.01% -87K -34.6% $45.18 -19.5%
719 CHEF CHEFS WHSE INC Consumer Defensive 123,992.0 $7.4M 0.01% -2K -1.9% $59.45 +60.5%
720 OMF ONEMAIN HLDGS INC Financial Services 137,539.0 $7.4M 0.01% +11K +8.7% $53.49 +8.8%
Page 36 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%