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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 12 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NDSN NORDSON CORP Industrials 61,585.0 $18.6M 0.03% -6K -9.1% $301.69 +10.1%
222 BRKR BRUKER CORP Healthcare 308,191.0 $18.5M 0.03% -223K -42.0% $60.18 -1.0%
223 DRI DARDEN RESTAURANTS INC Consumer Cyclical 90,003.0 $18.5M 0.03% -2K -1.7% $205.78 +7.7%
224 ON ON SEMICONDUCTOR CORP Technology 195,770.0 $18.5M 0.03% -22K -10.3% $94.34 -21.3%
225 BBY BEST BUY INC Consumer Cyclical 243,082.0 $18.4M 0.03% -4K -1.6% $75.89 +13.2%
226 CRS CARPENTER TECHNOLOGY CORP Industrials 29,683.0 $18.3M 0.03% -11K -27.1% $616.84 -20.2%
227 EVEREST GROUP LTD 51,054.0 $18.3M 0.03% -3K -5.9% $357.50
228 KVUE KENVUE INC Consumer Defensive 952,698.0 $18.2M 0.03% -39K -3.9% $19.12 -0.3%
229 NOC NORTHROP GRUMMAN CORP Industrials 34,832.0 $17.7M 0.03% -4K -10.5% $507.65 +8.5%
230 R RYDER SYS INC Industrials 66,945.0 $17.7M 0.03% -17K -20.1% $263.77 -5.3%
231 TROW PRICE T ROWE GROUP INC Financial Services 155,075.0 $17.6M 0.03% -62K -28.5% $113.71 -1.9%
232 DOCN DIGITALOCEAN HLDGS INC Technology 111,777.0 $17.6M 0.03% -2K -1.9% $157.03 -26.4%
233 MYRG MYR GROUP INC DEL Industrials 34,734.0 $17.4M 0.03% -19K -34.9% $500.40 -37.9%
234 OKTA OKTA INC Technology 127,237.0 $17.3M 0.03% -20K -13.4% $136.22 -0.8%
235 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 198,689.0 $17.3M 0.03% -139K -41.2% $87.04 +7.8%
236 OMC OMNICOM GROUP INC Communication Services 233,027.0 $17.0M 0.03% -8K -3.5% $72.92 +20.1%
237 RMD RESMED INC Healthcare 86,936.0 $16.9M 0.03% -15K -14.6% $194.86 +18.8%
238 ZM ZOOM COMMUNICATIONS INC Technology 194,846.0 $16.8M 0.03% -33K -14.3% $86.13 +24.7%
239 SMTC SEMTECH CORP Technology 103,278.0 $16.7M 0.03% -81K -44.0% $161.85 -23.3%
240 STLD STEEL DYNAMICS INC Basic Materials 72,575.0 $16.6M 0.03% -6K -7.7% $228.38 +0.1%
Page 12 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%