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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 40 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FTDR FRONTDOOR INC Consumer Cyclical 92,761.0 $7.2M 0.01% +32K +53.6% $77.59 +6.7%
782 VRNS VARONIS SYS INC Technology 171,270.0 $7.2M 0.01% +79K +85.9% $41.96 -2.2%
783 FAF FIRST AMERN FINL CORP Financial Services 104,637.0 $7.2M 0.01% +83K +387.7% $68.59 +5.4%
784 TPL TEXAS PACIFIC LAND CORPORATI Energy 16,392.0 $7.2M 0.01% +409.0 +2.6% $437.64 -14.7%
785 ITRI ITRON INC Technology 82,860.0 $7.2M 0.01% -520.0 -0.6% $86.53 +14.1%
786 FE FIRSTENERGY CORP Utilities 150,642.0 $7.2M 0.01% -18K -10.5% $47.54 -2.0%
787 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 3,447.0 $7.2M 0.01% -321.0 -8.5% $2076.63 +5.1%
788 INGR INGREDION INC Consumer Defensive 75,544.0 $7.2M 0.01% $94.71 +12.1%
789 SN SHARKNINJA INC Consumer Cyclical 46,986.0 $7.2M 0.01% +3K +7.1% $152.27 +20.2%
790 DPZ DOMINOS PIZZA INC Consumer Cyclical 23,904.0 $7.1M 0.01% +2K +7.3% $298.09 +17.1%
791 JANUS LIVING INC 247,383.0 $7.1M 0.01% +95K +62.9% $28.74
792 ABCB AMERIS BANCORP Financial Services 78,398.0 $7.1M 0.01% -12K -13.3% $90.26 -4.8%
793 BBWI BATH & BODY WORKS INC Consumer Cyclical 304,448.0 $7.1M 0.01% +163K +115.5% $23.24 -17.5%
794 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 172,124.0 $7.1M 0.01% +36K +26.3% $41.03 -11.8%
795 XHR XENIA HOTELS & RESORTS INC Real Estate 346,475.0 $7.1M 0.01% -41K -10.5% $20.36 -3.4%
796 EWBC EAST WEST BANCORP INC Financial Services 54,573.0 $7.0M 0.01% -17K -23.7% $129.09 -0.1%
797 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 79,419.0 $7.0M 0.01% +30K +59.2% $88.60 -37.5%
798 ORA ORMAT TECHNOLOGIES INC Utilities 64,486.0 $7.0M 0.01% +3K +4.4% $108.90 -3.2%
799 SCSC SCANSOURCE INC Technology 134,064.0 $7.0M 0.01% $52.09 +3.9%
800 FBP FIRST BANCORP P R Financial Services 267,773.0 $7.0M 0.01% -11K -4.1% $26.07 +8.3%
Page 40 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%