13F Insight
DOSSIER · 13F-HR · Q1 2026

Universal- Beteiligungs- und Servicegesellschaft mbH

$58.1B in tracked AUM across 2,069 positions as of Q1 2026.

UB
CIK 0002057170 · last filed Mar 31, 2026
Total AUM
$58.1B
as of Q1 2026
Holdings
2,069
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · 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...

Key Holdings

The portfolio is heavily anchored in the "Magnificent Seven" and related mega-cap technology stocks, which dominate the top rankings.

  • NVIDIA (NVDA) is the single largest holding, comprising 6.75% of the portfolio ($4.16B). This significant overweight suggests a strong conviction in the AI and semiconductor infrastructure narrative.
  • Microsoft (MSFT) and Apple (AAPL) follow as the second and third largest positions, at 5.54% ($3.41B) and 4.94% ($3.04B), respectively.
  • Amazon (AMZN) and Alphabet (GOOGL/GOOG) round out the top five, with both Alphabet classes combined representing approximately 5.6% of the portfolio.

The top 50 holdings are exclusively large-cap or mega-cap companies, reflecting a focus on liquidity and established market leaders. Notably, the portfolio includes significant positions in Broadcom (AVGO) and Meta (META), further solidifying the tilt toward technology and communication services. Outside of tech, Visa (V), Eli Lilly (LLY), and JPMorgan Chase (JPM) represent the firm's major bets on financials and healthcare.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

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

2026Q1Mar 31
$58.1B▼ 5.7%
2,069 positionsView →2025Q4Dec 31
$61.6B▲ 2.3%
2,054 positionsView →2025Q3Sep 30
$60.2B▲ 6.5%
2,099 positionsView →2025Q2Jun 30
$56.5B▲ 134.7%
2,009 positionsLocked2025Q1Mar 31
$24.1B▼ 52.4%
1,041 positionsLocked2024Q4Dec 31
$50.6B—
1,006 positionsLocked