Universal-Beteiligungs- und Servicegesellschaft Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
HONA
Honeywell Aerospace
HONA
|
+$58.1M |
| 2 |
IBM
IBM
|
+$46.9M |
| 3 |
SNDK
Sandisk
SNDK
|
+$44.6M |
| 4 |
SPCX
SpaceX
SPCX
|
+$44M |
| 5 |
Palantir
PLTR
|
+$35.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$212M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$165M |
| 3 |
Amazon
AMZN
|
+$99.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$96.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$82.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.43% |
| 2 | Financials | 11% |
| 3 | Communication Services | 9.75% |
| 4 | Consumer Discretionary | 9.52% |
| 5 | Healthcare | 9.4% |
Similar funds
Universal-Beteiligungs- und Servicegesellschaft's Q2 2026 Portfolio in Review
As of Q2 2026, Universal-Beteiligungs- und Servicegesellschaft held 2,215 positions worth $65.4B, up 13% from $58.1B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Universal-Beteiligungs- und Servicegesellschaft withdrew a net $2.17B in Q2 2026, closing 96 positions and reducing 897 holdings. Its most notable exit was Coterra Energy, an estimated $17.8M position sold in full.
By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Universal-Beteiligungs- und Servicegesellschaft opened a new position in Honeywell Aerospace worth $58.2M.
- Universal-Beteiligungs- und Servicegesellschaft's largest Q2 2026 buy was Honeywell Aerospace: 263,456 shares worth $58.2M.
- Universal-Beteiligungs- und Servicegesellschaft added most to IBM in Q2 2026, an estimated $46.9M increase.
- Universal-Beteiligungs- und Servicegesellschaft's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $212M.
- Universal-Beteiligungs- und Servicegesellschaft fully exited Coterra Energy in Q2 2026, selling an estimated $17.8M.
- Universal-Beteiligungs- und Servicegesellschaft's ten largest holdings make up 31% of its $65.4B portfolio in Q2 2026.
- Universal-Beteiligungs- und Servicegesellschaft opened 148 new positions and closed 96 in Q2 2026.
- Universal-Beteiligungs- und Servicegesellschaft's portfolio value rose 13% quarter-over-quarter to $65.4B.
Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.