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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 29 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 WSM WILLIAMS SONOMA INC Consumer Cyclical 54,850.0 $12.8M 0.02% -2K -3.8% $233.10 +1.9%
562 HEI HEICO CORP NEW Industrials 36,203.0 $12.7M 0.02% +6K +19.9% $351.53 +1.0%
563 TSN TYSON FOODS INC Consumer Defensive 222,179.0 $12.7M 0.02% +3K +1.3% $57.24 +2.2%
564 GLPI GAMING & LEISURE PPTYS INC Real Estate 285,575.0 $12.7M 0.02% -5K -1.8% $44.53 -2.2%
565 ALNYLAM PHARMACEUTICALS INC 10,505,000.0 $12.7M 0.02% +2.3M +27.9% $1.21
566 WEC ENERGY GROUP INC 10,400,000.0 $12.6M 0.02% +4.9M +89.1% $1.21
567 BR BROADRIDGE FINL SOLUTIONS IN Technology 91,706.0 $12.6M 0.02% -25K -21.2% $137.25 +32.7%
568 SCI SERVICE CORP INTL Consumer Cyclical 165,614.0 $12.6M 0.02% -3K -1.7% $75.96 +9.6%
569 RS RELIANCE INC Basic Materials 33,680.0 $12.6M 0.02% +1K +4.3% $373.28 +3.9%
570 VNO VORNADO RLTY TR Real Estate 319,612.0 $12.6M 0.02% +110K +52.7% $39.30 -3.6%
571 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 143,889.0 $12.5M 0.02% +26K +22.1% $87.22 +10.5%
572 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 102,002.0 $12.5M 0.02% -4K -3.3% $122.58 +25.9%
573 CARNIVAL CORP LTD 434,941.0 $12.4M 0.02% NEW $28.57
574 PPL PPL CORP Utilities 340,559.0 $12.4M 0.02% +61K +21.8% $36.35 -5.4%
575 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 63,935.0 $12.4M 0.02% +5K +7.6% $193.23 +5.8%
576 DT DYNATRACE INC Technology 280,236.0 $12.3M 0.02% +87K +44.7% $43.92 +12.2%
577 GD GENERAL DYNAMICS CORP Industrials 35,169.0 $12.3M 0.02% +2K +5.9% $348.71 +10.2%
578 LPLA LPL FINL HLDGS INC Financial Services 43,562.0 $12.3M 0.02% -2K -3.8% $281.47 +28.4%
579 MTZ MASTEC INC Industrials 29,388.0 $12.2M 0.02% +10K +48.2% $416.06 -36.0%
580 FPS FORGENT POWER SOLUTIONS INC Industrials 218,624.0 $12.2M 0.02% -3K -1.3% $55.86 -40.6%
Page 29 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%