Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Carlyle Secured Lending CGBD Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Hold
100,250
– – ﹤0.01% 1477
2025
Q4 		$1.25M Hold
100,250
– – ﹤0.01% 1419
2025
Q3 		$1.25M Sell
100,250
-2,400
-2% -$32.9K ﹤0.01% 1470
2025
Q2 		$1.4M Sell
102,650
-27,850
-21% -$396K ﹤0.01% 1386
2025
Q1 		$2.11M Hold
130,500
– – ﹤0.01% 1173
2024
Q4 		$2.34M Buy
+130,500
New +$2.25M ﹤0.01% 868

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CGBD Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft held its Carlyle Secured Lending (CGBD) position steady in Q1 2026 at 100,250 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CGBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.34M in Q4 2024. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 100,250 shares of Carlyle Secured Lending worth $1.1M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft left its Carlyle Secured Lending share count unchanged in Q1 2026.
  • Carlyle Secured Lending made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1477 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Carlyle Secured Lending in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Carlyle Secured Lending position peaked at $2.34M in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.