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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 10 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CBRE CBRE GROUP INC Real Estate 206,788.0 $27.8M 0.04% -20K -9.0% $134.37 +13.2%
182 KMI KINDER MORGAN INC DEL Energy 861,808.0 $27.4M 0.04% -22K -2.5% $31.77 -2.5%
183 JBHT HUNT J B TRANS SVCS INC Industrials 93,982.0 $27.2M 0.04% -1K -1.1% $289.08 -4.7%
184 KMB KIMBERLY-CLARK CORP Consumer Defensive 245,865.0 $27.0M 0.04% -3K -1.4% $109.89 -0.5%
185 NUE NUCOR CORP Basic Materials 117,037.0 $25.8M 0.04% -9K -7.4% $220.86 +10.3%
186 LH LABCORP HOLDINGS INC Healthcare 91,776.0 $25.7M 0.04% -7K -7.5% $280.00 +20.1%
187 CBOE CBOE GLOBAL MKTS INC Financial Services 105,542.0 $25.5M 0.04% -36K -25.2% $241.79 +24.4%
188 IEX IDEX CORP Industrials 109,791.0 $24.9M 0.04% -35K -24.0% $227.01 +3.3%
189 OUTFRONT MEDIA INC 757,367.0 $24.8M 0.04% -111K -12.8% $32.76
190 DGX QUEST DIAGNOSTICS INC Healthcare 116,373.0 $24.6M 0.04% -16K -11.8% $211.46 +15.6%
191 EXEL EXELIXIS INC Healthcare 452,133.0 $24.6M 0.04% -37K -7.6% $54.41 -0.6%
192 PODD INSULET CORP Healthcare 160,405.0 $24.4M 0.04% -2K -1.4% $152.25 -2.7%
193 AMH AMERICAN HOMES 4 RENT Real Estate 709,184.0 $23.8M 0.04% -97K -12.0% $33.53 +2.5%
194 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,107,464.0 $23.7M 0.04% -424K -27.7% $21.39 +0.1%
195 NSC NORFOLK SOUTHN CORP Industrials 74,545.0 $23.4M 0.04% -3K -3.4% $313.72 +11.8%
196 HST HOST HOTELS & RESORTS INC Real Estate 985,747.0 $23.4M 0.04% -81K -7.6% $23.69 -2.0%
197 PRU PRUDENTIAL FINL INC Financial Services 215,113.0 $23.2M 0.04% -13K -5.9% $107.98 +12.2%
198 AIG AMERICAN INTL GROUP INC Financial Services 310,930.0 $23.2M 0.04% -20K -6.1% $74.55 +2.1%
199 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 774,006.0 $23.1M 0.04% -101K -11.6% $29.85 +3.3%
200 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 590,664.0 $23.1M 0.04% -6K -1.0% $39.05 +1.1%
Page 10 of 45  ·  898 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%