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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 45 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FIVE FIVE BELOW INC Consumer Cyclical 32,567.0 $5.9M 0.01% +12K +59.6% $179.79 +46.1%
882 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 311,397.0 $5.9M 0.01% +99K +46.6% $18.79 -16.0%
883 FULT FULTON FINL CORP PA Financial Services 240,913.0 $5.8M 0.01% +6K +2.4% $24.19 -2.5%
884 RMBS RAMBUS INC DEL Technology 43,883.0 $5.8M 0.01% -22K -33.5% $132.74 -34.4%
885 VNT VONTIER CORPORATION Technology 200,246.0 $5.8M 0.01% +3K +1.6% $29.00 +14.6%
886 KTB KONTOOR BRANDS INC Consumer Cyclical 69,492.0 $5.8M 0.01% +5K +8.1% $83.34 -0.1%
887 JKHY HENRY JACK & ASSOC INC Technology 41,606.0 $5.7M 0.01% -23K -35.3% $137.74 +23.8%
888 PRG PROG HOLDINGS INC Industrials 122,767.0 $5.7M 0.01% -17K -12.4% $46.61 -16.2%
889 QLYS QUALYS INC Technology 41,607.0 $5.7M 0.01% +10K +32.0% $137.49 +29.8%
890 ATKR ATKORE INC Industrials 74,805.0 $5.7M 0.01% +1K +1.8% $76.04 +22.9%
891 LGN LEGENCE CORP Industrials 66,721.0 $5.7M 0.01% -48K -41.6% $85.23 -33.8%
892 MTH MERITAGE HOMES CORP Consumer Cyclical 67,743.0 $5.7M 0.01% +3K +4.7% $83.85 -13.5%
893 AAT AMERICAN ASSETS TR INC Real Estate 228,870.0 $5.7M 0.01% +23K +11.4% $24.69 -6.8%
894 CFR CULLEN FROST BANKERS INC Financial Services 36,451.0 $5.6M 0.01% -4K -10.0% $154.52 +6.4%
895 LAMR LAMAR ADVERTISING CO NEW Real Estate 36,108.0 $5.6M 0.01% +9K +32.2% $155.98 -2.1%
896 MAT MATTEL INC Consumer Cyclical 402,821.0 $5.6M 0.01% +24K +6.2% $13.88 +6.8%
897 LNC LINCOLN NATL CORP IND Financial Services 157,934.0 $5.6M 0.01% -10K -5.8% $35.35 +19.9%
898 UPBOUND GROUP INC 262,831.0 $5.6M 0.01% +4K +1.6% $21.22
899 BUSE FIRST BUSEY CORP Financial Services 189,038.0 $5.6M 0.01% -15K -7.5% $29.50 +2.7%
900 GFF GRIFFON CORP Industrials 56,684.0 $5.5M 0.01% -82K -59.1% $97.53 +3.9%
Page 45 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%