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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 28 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PHM PULTE GROUP INC Consumer Cyclical 98,991.0 $13.5M 0.02% -2K -2.3% $136.87 -5.7%
542 AFG AMERICAN FINL GROUP INC OHIO Financial Services 102,483.0 $13.5M 0.02% -3K -3.3% $131.96 +8.9%
543 JLL JONES LANG LASALLE INC Real Estate 43,480.0 $13.5M 0.02% -3K -6.7% $309.95 +25.0%
544 MSTR MICROSTRATEGY INC Technology 154,630.0 $13.4M 0.02% +6K +4.2% $86.93 +37.2%
545 CPT CAMDEN PPTY TR Real Estate 117,470.0 $13.4M 0.02% -26K -18.2% $114.40 -6.0%
546 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 51,340.0 $13.4M 0.02% -12K -18.9% $261.63 +30.7%
547 ENTG ENTEGRIS INC Technology 74,457.0 $13.4M 0.02% -825.0 -1.1% $179.47 -20.0%
548 SAIA SAIA INC Industrials 31,536.0 $13.3M 0.02% +5K +16.8% $421.16 -14.0%
549 DECK DECKERS OUTDOOR CORP Consumer Cyclical 131,415.0 $13.2M 0.02% +10K +8.7% $100.32 -8.6%
550 CCK CROWN HLDGS INC Consumer Cyclical 118,302.0 $13.2M 0.02% -8K -6.6% $111.44 +7.2%
551 WCC WESCO INTL INC Industrials 38,159.0 $13.2M 0.02% -11K -22.7% $345.43 +1.1%
552 CUBE CUBESMART Real Estate 330,671.0 $13.2M 0.02% +225K +212.6% $39.77 +2.8%
553 GKOS GLAUKOS CORP Healthcare 93,493.0 $13.1M 0.02% +6K +6.5% $139.76 +32.3%
554 OSK OSHKOSH CORP Industrials 84,741.0 $13.0M 0.02% -4K -4.8% $153.48 +2.4%
555 CELH CELSIUS HLDGS INC Consumer Defensive 443,838.0 $13.0M 0.02% +16K +3.6% $29.28 +13.9%
556 TSCO TRACTOR SUPPLY CO Consumer Cyclical 406,174.0 $13.0M 0.02% +15K +3.7% $31.97 +9.4%
557 REXR REXFORD INDL RLTY INC Real Estate 386,359.0 $12.9M 0.02% -16K -4.0% $33.50 +11.1%
558 CHTR CHARTER COMMUNICATIONS INC N Communication Services 90,274.0 $12.9M 0.02% -3K -3.4% $143.23 +4.8%
559 SBRA SABRA HEALTH CARE REIT INC Real Estate 657,308.0 $12.8M 0.02% +4K +0.6% $19.51 +4.5%
560 RALLIANT CORP 174,169.0 $12.8M 0.02% -33K -16.1% $73.63
Page 28 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%