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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $65.4B AUM 2,122 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 171 New 887 Added 898 Reduced 118 Exited
Page 69 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 20,104.0 $1.7M 0.00% -9K -31.2% $86.20 -2.7%
1362 NAVI NAVIENT CORPORATION Financial Services 203,535.0 $1.7M 0.00% $8.51 +10.0%
1363 BV BRIGHTVIEW HLDGS INC Industrials 121,481.0 $1.7M 0.00% +26K +27.8% $14.17 -21.1%
1364 MSBI MIDLAND STATES BANCORP INC Financial Services 55,270.0 $1.7M 0.00% +4K +6.8% $31.14 +5.7%
1365 CTRI CENTURI HOLDINGS INC Utilities 56,909.0 $1.7M 0.00% +1K +2.4% $30.24 -30.9%
1366 FUL FULLER H B CO Basic Materials 29,511.0 $1.7M 0.00% +4K +17.2% $58.29 -0.2%
1367 LUMN LUMEN TECHNOLOGIES INC Communication Services 223,357.0 $1.7M 0.00% -13K -5.3% $7.68 -25.7%
1368 SIGI SELECTIVE INS GROUP INC Financial Services 17,539.0 $1.7M 0.00% -10K -35.4% $97.01 -4.5%
1369 NE NOBLE CORP PLC Energy 45,595.0 $1.7M 0.00% -6K -11.1% $37.30 +22.4%
1370 MORN MORNINGSTAR INC Financial Services 10,827.0 $1.7M 0.00% +6K +144.2% $156.02 +39.2%
1371 KRMN KARMAN HLDGS INC Industrials 33,761.0 $1.7M 0.00% -50K -59.8% $49.92 +5.6%
1372 CPB THE CAMPBELLS COMPANY Consumer Defensive 75,434.0 $1.7M 0.00% -14K -15.9% $22.27 +8.4%
1373 WFRD WEATHERFORD INTL PLC Energy 20,578.0 $1.7M 0.00% -7K -25.2% $81.50 +8.1%
1374 ACCO ACCO BRANDS CORP Industrials 400,800.0 $1.7M 0.00% +48K +13.6% $4.16 +1.6%
1375 OCUL OCULAR THERAPEUTIX INC Healthcare 169,064.0 $1.7M 0.00% +3K +1.9% $9.82 +9.9%
1376 DKNG DRAFTKINGS INC NEW Consumer Cyclical 63,831.0 $1.7M 0.00% +8K +15.0% $25.87 +0.5%
1377 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 13,803.0 $1.6M 0.00% -2K -10.5% $118.95 +6.2%
1378 WOR WORTHINGTON ENTERPRISES INC Industrials 30,492.0 $1.6M 0.00% -2K -5.8% $53.76 +5.7%
1379 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 23,483.0 $1.6M 0.00% NEW $69.74 -14.8%
1380 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 168,509.0 $1.6M 0.00% +11K +6.9% $9.69 +16.5%
Page 69 of 107  ·  2,122 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 37.4%
Financial Services 10.8%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Communication Services 8.1%
Consumer Defensive 4.4%
Real Estate 4.3%
Energy 2.6%
Basic Materials 2.4%