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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 49 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 128,987.0 $4.1M 0.01% +14K +11.9% $31.49 +4.3%
962 NHI NATIONAL HEALTH INVS INC Real Estate 50,202.0 $4.1M 0.01% +39K +352.6% $80.86 -12.4%
963 FLUOR CORP 3,300,000.0 $4.0M 0.01% -1.6M -32.8% $1.23
964 RNST RENASANT CORP Financial Services 111,803.0 $4.0M 0.01% -2K -1.8% $36.13 +15.4%
965 PRG PROG HOLDINGS INC Industrials 140,212.0 $4.0M 0.01% -3K -2.4% $28.69 +33.9%
966 SR SPIRE INC Utilities 44,429.0 $4.0M 0.01% -7K -13.5% $90.54 -14.9%
967 MWA MUELLER WTR PRODS INC Industrials 146,210.0 $4.0M 0.01% +108K +281.6% $27.49 -4.9%
968 KNSL KINSALE CAP GROUP INC Financial Services 11,742.0 $4.0M 0.01% -2K -14.3% $341.66 -9.6%
969 MTH MERITAGE HOMES CORP Consumer Cyclical 64,698.0 $4.0M 0.01% +2K +3.0% $61.84 +22.5%
970 NWSA NEWS CORP NEW Communication Services 160,056.0 $4.0M 0.01% -2K -1.2% $24.93 +1.4%
971 MKSI MKS INSTRS INC Technology 17,344.0 $4.0M 0.01% -148.0 -0.8% $229.81 +76.8%
972 BWXT BWX TECHNOLOGIES INC Industrials 19,451.0 $4.0M 0.01% $204.49 +0.4%
973 OSIS OSI SYSTEMS INC Technology 14,936.0 $4.0M 0.01% -13K -47.3% $265.51 -16.1%
974 RVTY REVVITY INC Healthcare 44,921.0 $3.9M 0.01% -4K -7.9% $87.90 +13.8%
975 PINS PINTEREST INC Communication Services 211,457.0 $3.9M 0.01% -89K -29.6% $18.63 +8.8%
976 CGNX COGNEX CORP Technology 80,256.0 $3.9M 0.01% -14K -14.4% $48.99 +34.9%
977 AWI ARMSTRONG WORLD INDS INC NEW Industrials 23,767.0 $3.9M 0.01% -531.0 -2.2% $164.80 -4.2%
978 FNB F N B CORP Financial Services 234,168.0 $3.9M 0.01% $16.72 +9.0%
979 KMX CARMAX INC Consumer Cyclical 92,321.0 $3.9M 0.01% -3K -3.5% $42.05 +27.6%
980 CUBE CUBESMART Real Estate 105,793.0 $3.9M 0.01% -63K -37.5% $36.65 +10.8%
Page 49 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%