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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 23 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 YELP YELP INC Communication Services 202,575.0 $5.0M 0.01% -22K -9.8% $24.52 -1.8%
442 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 59,336.0 $5.0M 0.01% -38K -39.3% $83.48 +9.6%
443 ASTS AST SPACEMOBILE INC Technology 55,656.0 $4.9M 0.01% -6K -10.0% $88.86 -26.8%
444 ARCB ARCBEST CORP Industrials 34,085.0 $4.9M 0.01% -26K -43.4% $143.54 -7.5%
445 SFM SPROUTS FMRS MKT INC Consumer Defensive 57,576.0 $4.9M 0.01% -43K -42.5% $84.58 -0.9%
446 ORACLE CORP 106,050.0 $4.8M 0.01% -35K -24.8% $45.01
447 ONB OLD NATL BANCORP IND Financial Services 182,782.0 $4.7M 0.01% -36K -16.6% $25.90 -0.3%
448 MOS MOSAIC CO NEW Basic Materials 221,256.0 $4.7M 0.01% -2K -0.7% $21.31 +14.6%
449 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 247,976.0 $4.7M 0.01% -189K -43.3% $19.01 -3.6%
450 EAT BRINKER INTL INC Consumer Cyclical 27,751.0 $4.7M 0.01% -24K -46.8% $168.00 +49.9%
451 CPF CENTRAL PAC FINL CORP Financial Services 121,494.0 $4.6M 0.01% -11K -8.1% $38.20 -1.0%
452 TPG TPG INC Financial Services 114,429.0 $4.6M 0.01% -2K -1.9% $40.55 +30.5%
453 CDP COPT DEFENSE PROPERTIES Real Estate 127,211.0 $4.6M 0.01% -101K -44.2% $36.39 +2.6%
454 ST SENSATA TECHNOLOGIES HLDG PL Technology 94,897.0 $4.5M 0.01% -23K -19.4% $47.74 -12.4%
455 EOSE EOS ENERGY ENTERPRISES INC Industrials 769,096.0 $4.5M 0.01% -165K -17.6% $5.88 -40.6%
456 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 126,831.0 $4.5M 0.01% -2K -1.7% $35.09 +1.4%
457 RNST RENASANT CORP Financial Services 103,847.0 $4.4M 0.01% -8K -7.1% $42.54 -2.4%
458 KEX KIRBY CORP Industrials 32,426.0 $4.4M 0.01% -7K -16.8% $135.97 +1.2%
459 DAR DARLING INGREDIENTS INC Consumer Defensive 80,636.0 $4.4M 0.01% -7K -8.1% $54.62 +14.6%
460 EVR EVERCORE INC Financial Services 12,714.0 $4.3M 0.01% -1K -10.1% $341.44 -14.9%
Page 23 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%