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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 53 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 WU WESTERN UN CO Financial Services 493,513.0 $3.8M 0.01% +11K +2.3% $7.70 -4.9%
1042 JOBY JOBY AVIATION INC Industrials 425,958.0 $3.8M 0.01% +26K +6.4% $8.92 -19.4%
1043 LAUR LAUREATE EDUCATION INC Consumer Defensive 104,593.0 $3.8M 0.01% -54K -33.9% $36.32 +2.7%
1044 TBBK BANCORP INC DEL Financial Services 60,508.0 $3.8M 0.01% +3K +5.9% $62.64 +6.6%
1045 GAP GAP INC Consumer Cyclical 202,826.0 $3.8M 0.01% -13K -6.2% $18.68 +9.0%
1046 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 29,356.0 $3.8M 0.01% -39K -57.2% $128.55 +2.0%
1047 GBCI GLACIER BANCORP INC NEW Financial Services 72,724.0 $3.8M 0.01% +14K +24.7% $51.58 -9.3%
1048 SJM SMUCKER J M CO Consumer Defensive 33,196.0 $3.7M 0.01% -28K -46.1% $112.74 +11.6%
1049 ALK ALASKA AIR GROUP INC Industrials 71,378.0 $3.7M 0.01% -2K -2.5% $52.20 -20.4%
1050 TTD THE TRADE DESK INC Technology 196,989.0 $3.7M 0.01% -5K -2.4% $18.79 -29.4%
1051 AGIO AGIOS PHARMACEUTICALS INC Healthcare 99,726.0 $3.7M 0.01% +39K +64.3% $37.11 -12.0%
1052 TDOC TELADOC HEALTH INC Healthcare 436,404.0 $3.7M 0.01% +29K +7.1% $8.48 -26.9%
1053 PEGA PEGASYSTEMS INC Technology 123,020.0 $3.7M 0.01% +22K +21.4% $29.97 +14.4%
1054 HOPE HOPE BANCORP INC Financial Services 267,201.0 $3.7M 0.01% +3K +1.1% $13.68 +2.0%
1055 MWA MUELLER WTR PRODS INC Industrials 141,234.0 $3.6M 0.01% -5K -3.4% $25.83 -2.6%
1056 VCEL VERICEL CORP Healthcare 81,768.0 $3.6M 0.01% +15K +23.1% $44.49 -4.9%
1057 LNT ALLIANT ENERGY CORP Utilities 47,420.0 $3.6M 0.01% +6K +14.1% $76.29 -10.3%
1058 INVX INNOVEX INTERNATIONAL INC Energy 145,496.0 $3.6M 0.01% +40K +37.3% $24.80 +15.4%
1059 VNOM VIPER ENERGY INC Energy 85,041.0 $3.6M 0.01% -26K -23.4% $42.40 +5.4%
1060 CWST CASELLA WASTE SYS INC Industrials 37,164.0 $3.6M 0.01% -9K -19.2% $96.97 -2.3%
Page 53 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%