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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 86 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 DEI DOUGLAS EMMETT INC Real Estate 57,952.0 $684K 0.00% +4K +7.1% $11.80 -0.1%
1702 ECPG ENCORE CAP GROUP INC Financial Services 7,330.0 $684K 0.00% -14K -64.9% $93.29 +8.5%
1703 AMR ALPHA METALLURGICAL RESOUR I Energy 4,142.0 $683K 0.00% +1K +34.4% $164.94 +27.3%
1704 LIBERTY LIVE HOLDINGS INC 6,425.0 $679K 0.00% +856.0 +15.4% $105.64
1705 Z ZILLOW GROUP INC Communication Services 21,528.0 $679K 0.00% -41K -65.3% $31.52 +13.8%
1706 CARS CARS COM INC Consumer Cyclical 61,891.0 $677K 0.00% +47K +312.7% $10.94 +11.7%
1707 TREE LENDINGTREE INC NEW Financial Services 15,278.0 $677K 0.00% +3K +25.5% $44.29 -30.4%
1708 BRIDGEBIO PHARMA INC 600,000.0 $674K 0.00% $1.12
1709 WING WINGSTOP INC Consumer Cyclical 3,840.0 $666K 0.00% -1K -24.0% $173.41 -33.4%
1710 LC LENDINGCLUB CORP Financial Services 32,068.0 $665K 0.00% -116K -78.4% $20.73 -7.4%
1711 UBSI UNITED BANKSHARES INC WEST V Financial Services 14,487.0 $664K 0.00% +3K +26.6% $45.83 +4.3%
1712 FLUOR CORP 500,000.0 $664K 0.00% -2.8M -84.8% $1.33
1713 NWN NORTHWEST NAT HLDG CO Utilities 13,487.0 $662K 0.00% -109.0 -0.8% $49.06 +0.7%
1714 ESNT ESSENT GROUP LTD Financial Services 10,266.0 $660K 0.00% -12K -54.7% $64.28 +5.9%
1715 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 4,307.0 $658K 0.00% +763.0 +21.5% $152.82 -7.1%
1716 SENEA SENECA FOODS CORP NEW Consumer Defensive 3,743.0 $651K 0.00% NEW $173.94 +11.6%
1717 CRC CALIFORNIA RES CORP Energy 12,292.0 $650K 0.00% -6K -33.3% $52.87 +0.7%
1718 INTA INTAPP INC Technology 25,606.0 $646K 0.00% -7K -20.9% $25.21 +64.0%
1719 TRVI TREVI THERAPEUTICS INC Healthcare 34,554.0 $644K 0.00% -2K -5.2% $18.65 -3.7%
1720 HTO SJW GROUP Utilities 10,596.0 $644K 0.00% -410.0 -3.7% $60.77 +4.5%
Page 86 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%