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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 11 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GM GENERAL MTRS CO Consumer Cyclical 735,660.0 $56.4M 0.09% -8K -1.1% $76.67 +14.7%
202 EBAY EBAY INC. Consumer Cyclical 504,905.0 $56.2M 0.09% -51K -9.2% $111.39 -6.5%
203 AVB AVALONBAY CMNTYS INC Real Estate 297,263.0 $56.1M 0.09% -33K -9.9% $188.68 -2.5%
204 ZTS ZOETIS INC Healthcare 775,868.0 $56.0M 0.09% -92K -10.6% $72.19 +7.7%
205 CF CF INDS HLDGS INC Basic Materials 516,714.0 $55.9M 0.09% +140K +37.3% $108.20 +19.8%
206 AEP AMERICAN ELEC PWR CO INC Utilities 408,121.0 $55.8M 0.09% +31K +8.1% $136.81 -11.6%
207 WEC ENERGY GROUP INC 44,354,000.0 $55.1M 0.08% -1.2M -2.7% $1.24
208 FSLR FIRST SOLAR INC Energy 231,256.0 $54.5M 0.08% +19K +8.9% $235.73 -9.1%
209 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 165,170.0 $54.4M 0.08% +4K +2.4% $329.61 -0.9%
210 ROK ROCKWELL AUTOMATION INC Industrials 108,887.0 $53.8M 0.08% $493.82 -11.5%
211 AKAMAI TECHNOLOGIES INC 44,870,000.0 $53.7M 0.08% -17.5M -28.1% $1.20
212 FAST FASTENAL CO Industrials 1,115,672.0 $53.7M 0.08% -52K -4.5% $48.11 +6.6%
213 SCCO SOUTHERN COPPER CORP Basic Materials 307,286.0 $53.5M 0.08% -34K -10.0% $174.26 +24.0%
214 SHW SHERWIN WILLIAMS CO Basic Materials 156,025.0 $53.5M 0.08% -87K -35.7% $343.04 +1.0%
215 FDX FEDEX CORP Industrials 169,415.0 $53.0M 0.08% -8K -4.7% $312.66 +4.0%
216 CTAS CINTAS CORP Industrials 308,407.0 $52.7M 0.08% -60K -16.3% $170.95 +19.2%
217 YUM YUM BRANDS INC Consumer Cyclical 342,148.0 $52.4M 0.08% +14K +4.1% $153.28 -0.2%
218 ABNB AIRBNB INC Consumer Cyclical 358,180.0 $51.3M 0.08% +11K +3.1% $143.25 +30.8%
219 RSG REPUBLIC SVCS INC Industrials 239,112.0 $50.9M 0.08% -15K -5.8% $212.92 +3.6%
220 TER TERADYNE INC Technology 105,367.0 $50.7M 0.08% -1K -1.0% $480.93 -21.9%
Page 11 of 107  ·  2,122 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%