Universal- Beteiligungs- und Servicegesellschaft mbH

data from 30/09/2025

Capitalization

$ 60.225 B 6.53 %

Average holding period

3 ans

Performance

$ 6.608 B 12.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Universal- Beteiligungs- und Servicegesellschaft mbH

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 6.89% 4.151 B $ 22249722 2024/12/31 633.450 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 6.11% 3.682 B $ 7108239 2024/12/31 148.590 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.71% 2.839 B $ 11148058 2024/12/31 539.372 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 3.41% 2.055 B $ 9359723 2024/12/31 1.663 M $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 2.99% 1.803 B $ 7418115 2024/12/31 526.247 M $ 37.94 %
2025/09/30 META META PLATFORMS INC 2.46% 1.481 B $ 2016341 2024/12/31 -7.672 M $ -0.50 %
2025/09/30 AVGO BROADCOM INC 2.05% 1.232 B $ 3734322 2024/12/31 207.060 M $ 19.68 %
2025/09/30 GOOG ALPHABET INC 1.66% 1.000 B $ 4106491 2024/12/31 276.649 M $ 37.30 %
2025/09/30 TSLA TESLA INC 1.30% 783.262 M $ 1761248 2024/12/31 235.202 M $ 40.00 %
2025/09/30 V VISA INC 1.24% 748.637 M $ 2192973 2024/12/31 -30.514 M $ -3.85 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.07% 641.967 M $ 2035213 2024/12/31 53.717 M $ 8.80 %
2025/09/30 MA MASTERCARD INCORPORATED 1.02% 613.408 M $ 1078406 2024/12/31 7.136 M $ 1.22 %
2025/09/30 NFLX NETFLIX INC 0.93% 558.127 M $ 465525 2024/12/31 -62.500 M $ -10.47 %
2025/09/30 LLY ELI LILLY & CO 0.80% 482.987 M $ 633011 2024/12/31 -9.590 M $ -2.12 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.75% 453.823 M $ 902699 2024/12/31 15.008 M $ 3.49 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.72% 430.681 M $ 2322731 2024/12/31 80.376 M $ 21.39 %
2025/09/30 LIN LINDE PLC 0.70% 420.311 M $ 884865 2024/12/31 4.961 M $ 1.24 %
2025/09/30 ABBV ABBVIE INC 0.59% 354.219 M $ 1529840 2024/12/31 70.915 M $ 24.74 %
2025/09/30 ORCL ORACLE CORP 0.56% 337.160 M $ 1198835 2024/12/31 84.141 M $ 28.64 %
2025/09/30 CRM SALESFORCE INC 0.53% 320.820 M $ 1353670 2024/12/31 -44.422 M $ -13.09 %
2025/09/30 HD HOME DEPOT INC 0.52% 315.075 M $ 777597 2024/12/31 27.633 M $ 10.51 %
2025/09/30 MELI MERCADOLIBRE INC 0.52% 314.153 M $ 134429 2024/12/31 -36.220 M $ -10.59 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.50% 300.394 M $ 55636 2024/12/31 -22.834 M $ -6.74 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.49% 297.680 M $ 321597 2024/12/31 -21.026 M $ -6.50 %
2025/09/30 INTU INTUIT 0.49% 295.998 M $ 433436 2024/12/31 -45.395 M $ -13.30 %
2025/09/30 CSCO CISCO SYS INC 0.49% 292.912 M $ 4281094 2024/12/31 -4.011 M $ -1.38 %
2025/09/30 WMT WALMART INC 0.48% 287.743 M $ 2791996 2024/12/31 14.659 M $ 5.40 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.47% 283.816 M $ 1847162 2024/12/31 -10.521 M $ -3.56 %
2025/09/30 ADBE ADOBE INC 0.46% 277.200 M $ 785827 2024/12/31 -27.894 M $ -8.82 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.46% 275.983 M $ 2817018 2024/12/31 12.024 M $ 5.01 %
2025/09/30 MCD MCDONALDS CORP 0.42% 255.605 M $ 841110 2024/12/31 8.780 M $ 4.01 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.42% 254.222 M $ 1393608 2024/12/31 61.925 M $ 33.82 %
2025/09/30 BAC BANK AMERICA CORP 0.42% 253.108 M $ 4906148 2024/12/31 21.342 M $ 9.02 %
2025/09/30 NOW SERVICENOW INC 0.42% 252.023 M $ 273855 2024/12/31 -25.173 M $ -10.49 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.40% 238.825 M $ 719007 2024/12/31 9.405 M $ 4.13 %
2025/09/30 AMAT APPLIED MATLS INC 0.39% 234.614 M $ 1145914 2024/12/31 24.906 M $ 11.84 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.39% 234.286 M $ 335653 2024/12/31 -20.254 M $ -9.04 %
2025/09/30 WFC WELLS FARGO CO NEW 0.38% 230.797 M $ 2753484 2024/12/31 10.795 M $ 4.62 %
2025/09/30 DIS DISNEY WALT CO 0.38% 229.701 M $ 2006122 2024/12/31 -17.193 M $ -7.67 %
2025/09/30 SPGI S&P GLOBAL INC 0.38% 228.632 M $ 469749 2024/12/31 -20.097 M $ -7.70 %
2025/09/30 KO COCA COLA CO 0.38% 228.395 M $ 3443830 2024/12/31 -13.968 M $ -6.26 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.38% 228.093 M $ 1409806 2024/12/31 28.249 M $ 14.02 %
2025/09/30 QCOM QUALCOMM INC 0.37% 223.255 M $ 1341997 2024/12/31 9.991 M $ 4.46 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.36% 215.887 M $ 625215 2024/12/31 20.412 M $ 10.68 %
2025/09/30 LRCX LAM RESEARCH CORP 0.35% 212.326 M $ 1585703 2024/12/31 70.595 M $ 37.56 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.35% 211.998 M $ 751339 2024/12/31 -9.000 M $ -4.28 %
2025/09/30 APP APPLOVIN CORP 0.35% 210.613 M $ 293112 2024/12/31 100.087 M $ 105.25 %
2025/09/30 WELL WELLTOWER INC 0.35% 210.390 M $ 1181037 2024/12/31 34.477 M $ 15.88 %
2025/09/30 BLK BLACKROCK INC 0.34% 207.398 M $ 177891 2024/12/31 21.641 M $ 11.11 %
2025/09/30 MRK MERCK & CO INC 0.34% 201.901 M $ 2405583 2024/12/31 11.095 M $ 6.03 %
2025/09/30 ABT ABBOTT LABS 0.33% 199.803 M $ 1491733 2024/12/31 -2.909 M $ -1.52 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.33% 198.847 M $ 976558 2024/12/31 -1.047 M $ -0.50 %
2025/09/30 PEP PEPSICO INC 0.33% 198.843 M $ 1415856 2024/12/31 11.952 M $ 6.36 %
2025/09/30 XOM EXXON MOBIL CORP 0.33% 198.044 M $ 1756492 2024/12/31 10.218 M $ 4.59 %
2025/09/30 GE GE AEROSPACE 0.31% 186.648 M $ 620463 2024/12/31 27.114 M $ 16.87 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.31% 186.492 M $ 384504 2024/12/31 31.550 M $ 19.62 %
2025/09/30 EQIX EQUINIX INC 0.31% 185.622 M $ 236992 2024/12/31 -2.671 M $ -1.54 %
2025/09/30 LOW LOWES COS INC 0.30% 182.290 M $ 725358 2024/12/31 19.100 M $ 13.27 %
2025/09/30 MS MORGAN STANLEY 0.29% 176.872 M $ 1112683 2024/12/31 21.479 M $ 12.85 %
2025/09/30 DHR DANAHER CORPORATION 0.29% 174.219 M $ 878738 2024/12/31 658.900 K $ 0.36 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.28% 171.269 M $ 694520 2024/12/31 -34.577 M $ -17.49 %
2025/09/30 PLD PROLOGIS INC. 0.28% 171.085 M $ 1493929 2024/12/31 14.096 M $ 8.94 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.28% 168.362 M $ 398999 2024/12/31 -5.405 M $ -3.53 %
2025/09/30 TJX TJX COS INC NEW 0.27% 163.688 M $ 1132477 2024/12/31 23.097 M $ 17.05 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.27% 162.590 M $ 971728 2024/12/31 48.267 M $ 35.76 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.27% 161.432 M $ 360960 2024/12/31 -34.186 M $ -17.70 %
2025/09/30 ADSK AUTODESK INC 0.27% 161.231 M $ 507541 2024/12/31 4.269 M $ 2.62 %
2025/09/30 SYK STRYKER CORPORATION 0.26% 158.670 M $ 429220 2024/12/31 -10.977 M $ -6.56 %
2025/09/30 APH AMPHENOL CORP NEW 0.26% 158.439 M $ 1280316 2024/12/31 32.817 M $ 25.32 %
2025/09/30 NEE NEXTERA ENERGY INC 0.26% 157.708 M $ 2089118 2024/12/31 11.844 M $ 8.74 %
2025/09/30 PGR PROGRESSIVE CORP 0.26% 156.918 M $ 635425 2024/12/31 -9.895 M $ -7.46 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.26% 155.995 M $ 195887 2024/12/31 17.863 M $ 12.52 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.26% 155.672 M $ 900465 2024/12/31 -1.572 M $ -0.83 %
2025/09/30 TXN TEXAS INSTRS INC 0.25% 152.789 M $ 831597 2024/12/31 -18.785 M $ -11.51 %
2025/09/30 ANET ARISTA NETWORKS INC 0.25% 152.237 M $ 1044793 2024/12/31 48.604 M $ 42.42 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.25% 151.770 M $ 517105 2024/12/31 -8.020 M $ -4.83 %
2025/09/30 MDT MEDTRONIC PLC 0.25% 149.524 M $ 1569975 2024/12/31 13.085 M $ 9.26 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.24% 147.255 M $ 3350502 2024/12/31 2.206 M $ 1.57 %
2025/09/30 NEM NEWMONT CORP 0.24% 143.828 M $ 1705941 2024/12/31 43.354 M $ 44.71 %
2025/09/30 ETN EATON CORP PLC 0.24% 143.126 M $ 382434 2024/12/31 7.762 M $ 4.83 %
2025/09/30 DE DEERE & CO 0.24% 142.067 M $ 310691 2024/12/31 -15.843 M $ -10.07 %
2025/09/30 T AT&T INC 0.23% 136.538 M $ 4834899 2024/12/31 -3.601 M $ -2.42 %
2025/09/30 ADI ANALOG DEVICES INC 0.23% 135.937 M $ 553266 2024/12/31 4.060 M $ 3.23 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.23% 135.815 M $ 837331 2024/12/31 -17.094 M $ -10.94 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 0.22% 135.005 M $ 2005725 2024/12/31 9.359 M $ 7.46 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.22% 134.945 M $ 389721 2024/12/31 1.086 M $ 0.84 %
2025/09/30 CAT CATERPILLAR INC 0.22% 133.454 M $ 279689 2024/12/31 25.609 M $ 22.91 %
2025/09/30 SNPS SYNOPSYS INC 0.22% 132.769 M $ 269095 2024/12/31 -5.574 M $ -3.76 %
2025/09/30 GILD GILEAD SCIENCES INC 0.22% 131.698 M $ 1186464 2024/12/31 161.482 K $ 0.12 %
2025/09/30 TMUS T-MOBILE US INC 0.22% 131.376 M $ 548817 2024/12/31 602.896 K $ 0.47 %
2025/09/30 AMGN AMGEN INC 0.22% 130.996 M $ 464197 2024/12/31 1.387 M $ 1.07 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.22% 130.153 M $ 1333127 2024/12/31 -13.249 M $ -9.11 %
2025/09/30 KLAC KLA CORP 0.21% 126.854 M $ 117610 2024/12/31 20.876 M $ 20.41 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.21% 125.116 M $ 319467 2024/12/31 -16.801 M $ -12.03 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.21% 124.411 M $ 2553589 2024/12/31 28.930 M $ 27.07 %
2025/09/30 ULTA ULTA BEAUTY INC 0.21% 124.241 M $ 227235 2024/12/31 18.044 M $ 16.87 %
2025/09/30 CVX CHEVRON CORP NEW 0.20% 122.142 M $ 786541 2024/12/31 8.051 M $ 8.45 %
2025/09/30 INTC INTEL CORP 0.20% 121.877 M $ 3632709 2024/12/31 42.347 M $ 49.78 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.20% 120.394 M $ 1548072 2024/12/31 -653.057 K $ -0.56 %
2025/09/30 CMCSA COMCAST CORP NEW 0.20% 120.200 M $ 3825597 2024/12/31 -15.799 M $ -11.96 %