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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 13 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MLI MUELLER INDS INC Industrials 134,228.0 $16.5M 0.03% -6K -4.1% $122.93 -48.6%
242 CINF CINCINNATI FINL CORP Financial Services 89,605.0 $16.5M 0.03% -22K -19.4% $184.14 -8.6%
243 AIZ ASSURANT INC Financial Services 61,126.0 $16.3M 0.03% -16K -21.0% $267.46 +6.2%
244 COIN COINBASE GLOBAL INC Financial Services 110,017.0 $16.2M 0.03% -40K -26.4% $147.18 +26.7%
245 APOGEE THERAPEUTICS INC 121,258.0 $16.1M 0.03% -7K -5.3% $132.73
246 VOYA VOYA FINANCIAL INC Financial Services 176,928.0 $16.0M 0.02% -12K -6.2% $90.53 +8.0%
247 MAS MASCO CORP Industrials 196,273.0 $16.0M 0.02% -26K -11.8% $81.32 -9.9%
248 FISV FISERV INC Technology 317,304.0 $15.9M 0.02% -13K -4.1% $50.17 +4.8%
249 PL PLANET LABS PBC Industrials 480,248.0 $15.9M 0.02% -39K -7.5% $33.13 -32.7%
250 APA APA CORPORATION Energy 488,096.0 $15.9M 0.02% -11K -2.2% $32.57 +33.2%
251 SITM SITIME CORP Technology 21,264.0 $15.9M 0.02% -618.0 -2.8% $745.56 -17.5%
252 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 913,627.0 $15.8M 0.02% -42K -4.4% $17.32 -2.0%
253 CRUS CIRRUS LOGIC INC Technology 106,017.0 $15.7M 0.02% -14K -11.9% $148.53 -22.4%
254 SNA SNAP ON INC Industrials 38,730.0 $15.6M 0.02% -5K -12.2% $402.40 -2.2%
255 AXSM AXSOME THERAPEUTICS INC Healthcare 63,551.0 $15.6M 0.02% -7K -10.1% $244.77 -15.1%
256 UAL UNITED AIRLS HLDGS INC Industrials 113,425.0 $15.4M 0.02% -63K -35.9% $135.99 -16.8%
257 TECHNIPFMC PLC 231,446.0 $15.3M 0.02% -77K -25.0% $66.30
258 VLTO VERALTO CORP Industrials 172,247.0 $15.3M 0.02% -22K -11.2% $88.68 +11.4%
259 MTG MGIC INVT CORP WIS Financial Services 538,007.0 $15.2M 0.02% -82K -13.3% $28.20 +9.6%
260 COLB COLUMBIA BKG SYS INC Financial Services 467,363.0 $15.0M 0.02% -12K -2.5% $32.05 -3.9%
Page 13 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%