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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 37 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PR PERMIAN RESOURCES CORP Energy 452,800.0 $8.3M 0.01% +33K +7.8% $18.41 +28.7%
722 HAS HASBRO INC Consumer Cyclical 101,024.0 $8.3M 0.01% -42K -29.3% $82.27 +16.0%
723 TRMB TRIMBLE INC Technology 162,044.0 $8.3M 0.01% -130K -44.6% $51.18 +18.5%
724 RUN SUNRUN INC Energy 616,417.0 $8.2M 0.01% -84K -11.9% $13.38 -33.3%
725 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 162,878.0 $8.2M 0.01% +9K +5.5% $50.53 -3.3%
726 RNG RINGCENTRAL INC Technology 211,101.0 $8.2M 0.01% +10K +5.0% $38.98 +72.1%
727 TRU TRANSUNION Industrials 113,267.0 $8.2M 0.01% +3K +3.2% $72.14 +17.6%
728 SOLARIS ENERGY INFRAS INC 5,036,000.0 $8.2M 0.01% -122K -2.4% $1.62
729 NMIH NMI HLDGS INC Financial Services 198,251.0 $8.1M 0.01% +30K +17.9% $41.09 +10.7%
730 ULS UL SOLUTIONS INC Industrials 79,857.0 $8.1M 0.01% $101.86 -27.2%
731 ALB ALBEMARLE CORP Basic Materials 60,272.0 $8.1M 0.01% -27K -30.6% $134.91 +4.9%
732 LULU LULULEMON ATHLETICA INC Consumer Cyclical 68,638.0 $8.1M 0.01% -12K -15.3% $117.63 +4.4%
733 LEIDOS HOLDINGS INC 77,845.0 $8.0M 0.01% +20K +34.9% $103.21
734 COOPER COS INC 111,135.0 $8.0M 0.01% -55K -33.3% $71.97
735 NNN NNN REIT INC Real Estate 171,277.0 $8.0M 0.01% +14K +9.1% $46.53 -0.4%
736 CLX CLOROX CO DEL Consumer Defensive 82,953.0 $8.0M 0.01% -9K -9.8% $96.01 +11.6%
737 CRBG COREBRIDGE FINL INC 277,999.0 $8.0M 0.01% +57K +26.1% $28.63
738 BANK AMERICA CORP 6,334.0 $7.9M 0.01% +1K +22.0% $1254.50
739 ACA ARCOSA INC Industrials 54,605.0 $7.9M 0.01% -14K -20.4% $145.29 -0.0%
740 ANNALY CAPITAL MANAGEMENT IN 354,023.0 $7.9M 0.01% -26K -7.0% $22.32
Page 37 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%