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Filers›Holding Co.›Universal- Beteiligungs- und Servicegesellschaft mbH
DOSSIER · 13F-HR · Q1 2026

Universal- Beteiligungs- und Servicegesellschaft mbH

Universal- Beteiligungs- und Servicegesellschaft mbH's holding co. based in Chicago, IL — $58.1B in tracked AUM across 2,069 positions as of Q1 2026.

UB
Universal- Beteiligungs- und Servicegesellschaft mbH·Chicago, IL·Holding Co.
CIK 0002057170 · last filed Mar 31, 2026
Total AUM
$58.1B
▲ 1.9%
vs prior
Holdings
2,069
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Universal-Beteiligungs- und Servicegesellschaft mbH
Portfolio Overview

Universal-Beteiligungs- und Servicegesellschaft mbH (UBS) manages a substantial, diversified portfolio valued at approximately $61.60 billion as of December 31, 2025. The firm employs a high-conviction strategy combined with broad diversification, holding 2,054 individual positions. Over the quarter, the portfolio experienced modest growth of 2.3%, increasing in value from $60.2...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$3.8B22.0M6.6%
02
AAPL
APPLE INC
$2.8B11.2M4.9%
03
MSFT
MICROSOFT CORP
$2.5B6.8M4.3%
04
GOOGL
ALPHABET INC
$2.0B7.0M3.4%
05
AMZN
AMAZON COM INC
$2.0B9.5M3.4%
06
META
META PLATFORMS INC
$1.2B2.1M2.1%
07
AVGO
BROADCOM INC
$1.2B3.8M2.0%
08
GOOG
ALPHABET INC
$1.1B4.0M1.9%
09
TSLA
TESLA INC
$681M1.8M1.2%
10
V
VISA INC
$643M2.1M1.1%

Filing history

Filing history loading…
AI Agent · grounded in Universal-
haiku-4-5 · 2,069 positions indexed
Sector mix
  • Tech10%
  • Financials20%
  • Cons. Disc.6%
  • Communications4%
  • Industrials13%
  • Other47%
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