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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 52 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 DRH DIAMONDROCK HOSPITALITY CO Real Estate 324,863.0 $4.0M 0.01% +23K +7.6% $12.18 +4.6%
1022 HAFC HANMI FINL CORP Financial Services 121,910.0 $3.9M 0.01% +1K +0.8% $32.40 -3.6%
1023 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 73,553.0 $3.9M 0.01% +958.0 +1.3% $53.67 +0.7%
1024 WTS WATTS WATER TECHNOLOGIES INC Industrials 10,058.0 $3.9M 0.01% +449.0 +4.7% $391.45 -4.8%
1025 SATS ECHOSTAR CORP Technology 38,644.0 $3.9M 0.01% +16K +71.2% $101.50 -14.3%
1026 ATEN A10 NETWORKS INC Technology 104,707.0 $3.9M 0.01% +14K +16.1% $37.36 -32.5%
1027 AFFIRM HLDGS INC 3,362,000.0 $3.9M 0.01% +250K +8.0% $1.16
1028 BIO BIO RAD LABS INC Healthcare 13,304.0 $3.9M 0.01% $293.61 +30.0%
1029 HALOZYME THERAPEUTICS INC 2,658,000.0 $3.9M 0.01% +75K +2.9% $1.47
1030 BLLN BILLIONTOONE INC Healthcare 32,532.0 $3.9M 0.01% +12K +58.0% $119.98 -19.4%
1031 TXT TEXTRON INC Industrials 42,425.0 $3.9M 0.01% -5K -11.1% $91.77 -10.5%
1032 KMT KENNAMETAL INC Industrials 110,956.0 $3.9M 0.01% +28K +33.2% $35.05 -16.4%
1033 CORZ CORE SCIENTIFIC INC NEW Technology 151,695.0 $3.9M 0.01% +36K +31.4% $25.59 -32.5%
1034 NEXTERA ENERGY INC 72,883.0 $3.9M 0.01% +57K +367.7% $53.14
1035 PCVX VAXCYTE INC Healthcare 66,572.0 $3.9M 0.01% $58.13 +6.4%
1036 PIPR PIPER SANDLER COMPANIES Financial Services 53,383.0 $3.9M 0.01% +4K +8.8% $72.34 +3.4%
1037 SNAP SNAP INC Communication Services 853,545.0 $3.8M 0.01% -440K -34.0% $4.50 +22.8%
1038 STRATEGY INC 65,000.0 $3.8M 0.01% NEW $58.81
1039 SLM SLM CORP Financial Services 146,762.0 $3.8M 0.01% -7K -4.3% $25.94 +1.5%
1040 SSD SIMPSON MFG INC Industrials 18,175.0 $3.8M 0.01% -3K -13.9% $209.35 -10.4%
Page 52 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%