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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 24 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 Q QNITY ELECTRONICS INC Technology 102,325.0 $16.7M 0.03% +4K +3.9% $163.31 -21.1%
462 STLD STEEL DYNAMICS INC Basic Materials 72,575.0 $16.6M 0.03% -6K -7.7% $228.38 +0.1%
463 MLI MUELLER INDS INC Industrials 134,228.0 $16.5M 0.03% -6K -4.1% $122.93 -48.6%
464 CINF CINCINNATI FINL CORP Financial Services 89,605.0 $16.5M 0.03% -22K -19.4% $184.14 -8.6%
465 TWLO TWILIO INC Communication Services 80,625.0 $16.4M 0.03% +12K +16.9% $203.49 +10.7%
466 FICO FAIR ISAAC CORP Technology 13,682.0 $16.4M 0.03% +2K +20.0% $1195.18 -1.9%
467 AIZ ASSURANT INC Financial Services 61,126.0 $16.3M 0.03% -16K -21.0% $267.46 +6.2%
468 BALL BALL CORP Consumer Cyclical 260,157.0 $16.2M 0.03% +34K +15.2% $62.42 +1.9%
469 COIN COINBASE GLOBAL INC Financial Services 110,017.0 $16.2M 0.03% -40K -26.4% $147.18 +26.7%
470 FHN FIRST HORIZON CORPORATION Financial Services 629,173.0 $16.1M 0.03% +60K +10.5% $25.64 -3.9%
471 PRAXIS PRECISION MEDICINES I 48,118.0 $16.1M 0.03% +686.0 +1.4% $334.79
472 APOGEE THERAPEUTICS INC 121,258.0 $16.1M 0.03% -7K -5.3% $132.73
473 VOYA VOYA FINANCIAL INC Financial Services 176,928.0 $16.0M 0.02% -12K -6.2% $90.53 +8.0%
474 HALO HALOZYME THERAPEUTICS INC Healthcare 204,556.0 $16.0M 0.02% +12K +6.4% $78.27 +38.2%
475 DOW DOW INC Basic Materials 579,613.0 $16.0M 0.02% +44K +8.3% $27.57 +17.3%
476 MAS MASCO CORP Industrials 196,273.0 $16.0M 0.02% -26K -11.8% $81.32 -9.9%
477 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 141,397.0 $15.9M 0.02% $112.74 +18.2%
478 FISV FISERV INC Technology 317,304.0 $15.9M 0.02% -13K -4.1% $50.17 +4.8%
479 PL PLANET LABS PBC Industrials 480,248.0 $15.9M 0.02% -39K -7.5% $33.13 -32.7%
480 APA APA CORPORATION Energy 488,096.0 $15.9M 0.02% -11K -2.2% $32.57 +33.2%
Page 24 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%