Universal-Beteiligungs- und Servicegesellschaft’s New Mountain Finance NMFC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio NMFC Stock Details NMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.47M	Hold	344,000	–	–	﹤0.01%	1214
2026 Q1	$2.67M	Hold	344,000	–	–	﹤0.01%	1138
2025 Q4	$3.17M	Buy	344,000 +134,500	+64%	+$1.27M	0.01%	1099
2025 Q3	$2.02M	Hold	209,500	–	–	﹤0.01%	1292
2025 Q2	$2.21M	Hold	209,500	–	–	﹤0.01%	1195
2025 Q1	$2.31M	Hold	209,500	–	–	﹤0.01%	1120
2024 Q4	$2.36M	Buy	+209,500	New	+$2.42M	﹤0.01%	865

Other funds holding NMFC

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's NMFC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft held its New Mountain Finance (NMFC) position steady in Q2 2026 at 344,000 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in NMFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.17M in Q4 2025. 66 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 344,000 shares of New Mountain Finance worth $2.47M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft left its New Mountain Finance share count unchanged in Q2 2026.
New Mountain Finance made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1214 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in New Mountain Finance in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's New Mountain Finance position peaked at $3.17M in Q4 2025.
66 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.