Q2 2026 13F · SEC CIK 2057170

Universal- Beteiligungs- und Servicegesellschaft mbH

Investment managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $64.3B
Reported positions: 1,987
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.7 yrs

Universal- Beteiligungs- und Servicegesellschaft mbH is an investment manager that reported 1,987 positions worth $64.3B in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Nvidia Corporation (NVDA, 6.5%), Apple Inc (AAPL, 4.9%), Microsoft Corp (MSFT, 3.8%).

Universal- Beteiligungs- und Servicegesellschaft mbH holdings largest 50 of 1,987 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Universal- Beteiligungs- und Servicegesellschaft mbH 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	6.5%	6.7%	20,958,131	-4.7%	$4.2B
AAPLApple Inc	4.9%	4.9%	10,936,561	-2.3%	$3.1B
MSFTMicrosoft Corp	3.8%	4.4%	6,629,138	-2.5%	$2.5B
GOOGLAlphabet Inc	3.6%	3.5%	6,498,188	-6.6%	$2.3B
AMZNAmazon Com Inc	3.4%	3.4%	9,065,084	-4.2%	$2.2B
AVGOBroadcom Inc	2.2%	2.1%	3,786,447	+0.1%	$1.4B
GOOGAlphabet Inc	2.0%	2.0%	3,758,007	-5.8%	$1.3B
MUMicron Technology Inc	1.8%	0.7%	1,024,475	-8.6%	$1.2B
METAMeta Platforms Inc	1.7%	2.1%	1,968,211	-7.4%	$1.1B
AMDAdvanced Micro Devices Inc	1.6%	0.6%	1,764,039	-1.1%	$1.0B
TSLATesla Inc	1.2%	1.2%	1,803,666	-2.4%	$751.7M
LLYEli Lilly & Co	1.1%	1.0%	610,128	+2.9%	$729.3M
VVisa Inc	1.1%	1.1%	2,090,099	-1.9%	$716.4M
AMATApplied Matls Inc	1.0%	0.5%	874,439	-4.5%	$625.9M
LRCXLam Research Corp	0.9%	0.5%	1,353,418	-5.3%	$586.5M
JPMJpmorgan Chase & Co	0.9%	1.0%	1,699,648	-10.5%	$551.7M
JNJJohnson & Johnson	0.9%	0.9%	2,206,076	+0.3%	$551.5M
CSCOCisco Sys Inc	0.8%	0.6%	4,252,802	-4.3%	$495.8M
MAMastercard Incorporated	0.8%	0.9%	964,834	-5.5%	$494.2M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	872,850	-3.3%	$434.0M
LINLinde PLC	0.7%	0.8%	818,048	-5.8%	$424.4M
INTCIntel Corp	0.6%	—	3,015,622	—	$415.2M
WMTWalmart Inc	0.6%	0.8%	3,648,691	-1.3%	$412.1M
KLACKla Corp	0.6%	—	1,300,944	—	$392.8M
ABBVAbbvie Inc	0.6%	0.6%	1,448,017	-5.0%	$358.3M
PANWPalo Alto Networks Inc	0.5%	—	976,561	—	$332.9M
NFLXNetflix Inc.	0.5%	0.8%	4,632,661	-2.9%	$332.3M
COSTCostco Wholesale Corporation	0.5%	0.6%	337,914	+2.0%	$314.4M
PGProcter & Gamble Co	0.5%	0.5%	2,076,245	+1.5%	$305.3M
CATCaterpillar Inc	0.5%	0.3%	281,908	-0.2%	$294.5M
WELLWelltower Inc	0.4%	0.4%	1,249,469	+6.2%	$283.2M
KOCoca Cola Co	0.4%	0.4%	3,380,919	+0.8%	$273.2M
MRVLMarvell Technology Inc	0.4%	—	895,414	—	$265.6M
IBMInternational Business Machs	0.4%	—	957,093	—	$265.4M
UNHUnitedhealth Group Inc	0.4%	—	630,368	—	$265.4M
BACBank of Amer Corp	0.4%	0.4%	4,680,923	-6.0%	$264.8M
XOMExxon Mobil Corp	0.4%	0.6%	1,860,183	-3.5%	$253.7M
CRMSalesforce Inc	0.4%	0.5%	1,603,956	+6.1%	$252.0M
WDCWestern Digital Corp Com	0.4%	—	393,954	—	$250.3M
MRKMerck & Co Inc	0.4%	0.4%	1,912,337	-6.9%	$244.9M
ADIAnalog Devices Inc	0.4%	0.3%	604,092	+1.3%	$239.4M
QCOMQualcomm Inc	0.4%	0.4%	1,286,758	-18.6%	$237.4M
APHAmphenol Corp	0.4%	—	1,344,484	—	$236.8M
MCDMcdonalds Corp	0.4%	0.5%	859,590	-4.0%	$232.5M
MSMorgan Stanley	0.4%	—	1,122,424	—	$232.5M
HDHome Depot Inc	0.4%	0.4%	654,477	-9.3%	$230.7M
PEPPepsico Inc	0.3%	0.5%	1,657,327	-3.4%	$224.8M
BKNGBooking Holdings Inc	0.3%	0.4%	1,238,861	+2416.7%	$221.5M
MELIMercadolibre Inc	0.3%	0.4%	130,463	-8.7%	$221.4M
EQIXEquinix Inc	0.3%	0.4%	208,983	-8.8%	$217.5M

What Universal- Beteiligungs- und Servicegesellschaft mbH bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc+2416.7% shares
WELL Welltower Inc+6.2% shares
CRM Salesforce Inc+6.1% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$64.3B	1,987
Q1 2026	$57.2B	1,939
Q4 2025	$60.5B	1,917
Q3 2025	$58.9B	1,897
Q2 2025	$55.2B	1,818
Q1 2025	$48.7B	1,821
Q4 2024	$49.7B	977

Questions about Universal- Beteiligungs- und Servicegesellschaft mbH's portfolio

What stocks does Universal- Beteiligungs- und Servicegesellschaft mbH own?

Universal- Beteiligungs- und Servicegesellschaft mbH's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 1,987 positions worth $64.3B. The largest are Nvidia Corporation (NVDA) at 6.5%, Apple Inc (AAPL) at 4.9%, Microsoft Corp (MSFT) at 3.8%, Alphabet Inc (GOOGL) at 3.6% and Amazon Com Inc (AMZN) at 3.4%.

What did Universal- Beteiligungs- und Servicegesellschaft mbH buy last quarter?

In Q2 2026, Universal- Beteiligungs- und Servicegesellschaft mbH added Booking Holdings Inc (BKNG) (+2416.7% shares), Welltower Inc (WELL) (+6.2% shares) and Salesforce Inc (CRM) (+6.1% shares), compared with its Q1 2026 filing.

What did Universal- Beteiligungs- und Servicegesellschaft mbH sell last quarter?

In Q2 2026, Universal- Beteiligungs- und Servicegesellschaft mbH cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Intuit (INTU), cut from its top 50 Prologis Inc (PLD), cut from its top 50 Wells Fargo & Co (WFC), cut from its top 50 Nextera Energy Inc (NEE), Qualcomm Inc (QCOM) (-18.6% shares), Jpmorgan Chase & Co (JPM) (-10.5% shares) and Home Depot Inc (HD) (-9.3% shares), compared with its Q1 2026 filing.

When is Universal- Beteiligungs- und Servicegesellschaft mbH's next 13F filing due?

13F filings are due 45 days after each quarter ends. Universal- Beteiligungs- und Servicegesellschaft mbH's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.