Universal- Beteiligungs- und Servicegesellschaft mbH
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
This manager has only 0 evaluable quarters in its current filing history, below our eight-quarter minimum. The holdings and AUM below are current, but we do not assign a copy-trading verdict until enough post-publication returns exist.
Quarterly compounding, invested quarters only · entry after the actual SEC deadline plus a 2-day buffer
Top 20 holdings of 2109 · 2026 Q2
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| NVDA | $4.2B | | TRIM −5% |
| AAPL | $3.1B | | TRIM −2% |
| MSFT | $2.5B | | TRIM −3% |
| GOOGL | $2.3B | | TRIM −7% |
| AMZN | $2.2B | | TRIM −4% |
| AVGO | $1.4B | | HOLD |
| GOOG | $1.3B | | TRIM −6% |
| MU | $1.2B | | TRIM −9% |
| META | $1.1B | | TRIM −7% |
| AMD | $1.0B | | HOLD |
| TSLA | $752M | | TRIM −2% |
| LLY | $729M | | ADD +3% |
| V | $716M | | HOLD |
| AMAT | $626M | | TRIM −5% |
| LRCX | $586M | | TRIM −5% |
| JPM | $552M | | TRIM −11% |
| JNJ | $552M | | HOLD |
| CSCO | $496M | | TRIM −4% |
| MA | $494M | | TRIM −6% |
| BRK/B | $434M | | TRIM −3% |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q2
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry is the first trading session after the actual SEC filing deadline plus a 2-day buffer. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.