Universal- Beteiligungs- und Servicegesellschaft mbH
SEC Form 13F institutional filer · CIK 0002057170
13F-HR · 487 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$50.51B
Top-10 concentration
35.6%
Universal- Beteiligungs- und Servicegesellschaft mbH — $50.5B AUM allocation strategy
Universal- Beteiligungs- und Servicegesellschaft mbH files SEC Form 13F and reports $50.5B of long US equity value across 487 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.0%, followed by Communication Services 9.5% and Consumer Discretionary 5.2%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Universal- Beteiligungs- und Servicegesellschaft mbH — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$50.5B
total across 487 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HPQ +1.37M sh · +$19.3M+$WMT +855K sh · +$142M+$CSCO +365K sh · +$30.2M
Biggest trims (shares)
−$INVH −592K sh · −$19.8M−$BKR −542K sh · +$2.7M−$PYPL −395K sh · −$38.3M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.4%—
- Interactive Media & Services8.6%—
- Technology Hardware, Storage & Peripherals5.6%—
- Systems Software5.0%—
- Broadline Retail3.9%—
- Transaction & Payment Processing Services2.3%—
- Pharmaceuticals2.1%—
- Automobile Manufacturers1.3%—
- Other holdings59.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 22M | $3.84B | -219K | 7.6% |
| $AAPL | Apple Inc | 11.2M | $2.83B | -41.9K | 5.6% |
| $MSFT | Microsoft Corporation | 6.8M | $2.52B | -254K | 5.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 6.96M | $1.99B | -37.2K | 3.9% |
| $AMZN | Amazon.com Inc | 9.46M | $1.97B | -4.25K | 3.9% |
| $META | Meta Platforms Inc | 2.18M | $1.22B | +85.3K | 2.4% |
| $AVGO | Broadcom Inc | 3.78M | $1.17B | -133K | 2.3% |
| $GOOGL | Alphabet Inc | 3.99M | $1.13B | -94.3K | 2.2% |
| $TSLA | Tesla Inc | 1.85M | $681M | +64.4K | 1.3% |
| $V | Visa Inc | 2.13M | $643M | -47K | 1.3% |
…and 477 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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