Universal- Beteiligungs- und Servicegesellschaft mbH
CIK: 2057170
Last 13F
Aug 6, 2026
Next 13F
Nov 16, 2026 · in 7 days
Options Notional
$17.94M
Holdings (2,109)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 6, 2026
- NVDA
NVIDIA CORPORATION
$4.2B
20.96M sh6.43%-4.7% - AAPL
APPLE INC
$3.15B
10.94M sh4.81%-2.3% - MSFT
MICROSOFT CORP
$2.47B
6.63M sh3.78%-2.5% - GOOGL
ALPHABET INC
$2.31B
6.50M sh3.53%-6.6% - AMZN
AMAZON COM INC
$2.15B
9.07M sh3.29%-4.2% - AVGO
BROADCOM INC
$1.43B
3.79M sh2.19%+0.1% - GOOG
ALPHABET INC
$1.31B
3.76M sh2.00%-5.8% - MU
MICRON TECHNOLOGY INC
$1.18B
1.02M sh1.80%-8.6% - META
META PLATFORMS INC
$1.1B
1.97M sh1.69%-7.4% - AMD
ADVANCED MICRO DEVICES INC
$1.01B
1.76M sh1.55%-1.1% - TSLA
TESLA INC
$751.68M
1.80M sh1.15%-2.4% - LLY
ELI LILLY & CO
$729.27M
610,128 sh1.12%+2.9% - V
VISA INC
$716.37M
2.09M sh1.10%-1.9% - AMAT
APPLIED MATLS INC
$625.9M
874,439 sh0.96%-4.5% - LRCX
LAM RESEARCH CORP
$586.48M
1.35M sh0.90%-5.3% - JPM
JPMORGAN CHASE & CO.
$551.74M
1.70M sh0.84%-10.5% - JNJ
JOHNSON & JOHNSON
$551.53M
2.21M sh0.84%+0.3% - CSCO
CISCO SYS INC
$495.81M
4.25M sh0.76%-4.3% - MA
MASTERCARD INCORPORATED
$494.21M
964,834 sh0.76%-5.5% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$434.05M
872,850 sh0.66%-3.3% - LIN
LINDE PLC
$424.4M
818,048 sh0.65%-5.8% - INTC
INTEL CORP
$415.2M
3.02M sh0.63%-11.5% - WMT
WALMART INC
$412.11M
3.65M sh0.63%-1.3% - KLAC
KLA CORP
$392.79M
1.30M sh0.60%+3.6% - ABBV
ABBVIE INC
$358.27M
1.45M sh0.55%-5.0% - PANW
PALO ALTO NETWORKS INC
$332.93M
976,561 sh0.51%-14.0% - NFLX
NETFLIX INC
$332.25M
4.63M sh0.51%-2.9% - COST
COSTCO WHSL CORP NEW
$314.41M
337,914 sh0.48%+2.0% - PG
PROCTER AND GAMBLE CO
$305.33M
2.08M sh0.47%+1.5% - CAT
CATERPILLAR INC
$294.46M
281,908 sh0.45%-0.2% - WELL
WELLTOWER INC
$283.22M
1.25M sh0.43%+6.2% - KO
COCA COLA CO
$273.18M
3.38M sh0.42%+0.8% - MRVL
MARVELL TECHNOLOGY INC
$265.61M
895,414 sh0.41%-14.4% - IBM
INTERNATIONAL BUSINESS MACHS
$265.42M
957,093 sh0.41%+24.1% - UNH
UNITEDHEALTH GROUP INC
$265.41M
630,368 sh0.41%-1.5% - BAC
BANK AMERICA CORP
$264.77M
4.68M sh0.40%-6.0% - XOM
EXXON MOBIL CORP
$253.72M
1.86M sh0.39%-3.5% - CRM
SALESFORCE INC
$252.02M
1.60M sh0.39%+6.1% - WDC
WESTERN DIGITAL CORP
$250.31M
393,954 sh0.38%-16.9% - MRK
MERCK & CO INC
$244.87M
1.91M sh0.37%-6.9% - ADI
ANALOG DEVICES INC
$239.38M
604,092 sh0.37%+1.3% - QCOM
QUALCOMM INC
$237.37M
1.29M sh0.36%-18.6% - APH
AMPHENOL CORP NEW
$236.84M
1.34M sh0.36%-6.6% - MCD
MCDONALDS CORP
$232.53M
859,590 sh0.36%-4.0% - MS
MORGAN STANLEY
$232.45M
1.12M sh0.36%-0.0% - HD
HOME DEPOT INC
$230.65M
654,477 sh0.35%-9.3% - PEP
PEPSICO INC
$224.77M
1.66M sh0.34%-3.5% - BKNG
BOOKING HOLDINGS INC
$221.5M
1.24M sh0.34%+0.7% - MELI
MERCADOLIBRE INC
$221.41M
130,463 sh0.34%-8.7% - EQIX
EQUINIX INC
$217.46M
208,983 sh0.33%-8.8%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 20.96M | $4.2B | -4.7% | 6.43% | Q2 2026 |
 AAPL APPLE INC | 10.94M | $3.15B | -2.3% | 4.81% | Q2 2026 |
 MSFT MICROSOFT CORP | 6.63M | $2.47B | -2.5% | 3.78% | Q2 2026 |
 GOOGL ALPHABET INC | 6.50M | $2.31B | -6.6% | 3.53% | Q2 2026 |
 AMZN AMAZON COM INC | 9.07M | $2.15B | -4.2% | 3.29% | Q2 2026 |
 AVGO BROADCOM INC | 3.79M | $1.43B | +0.1% | 2.19% | Q2 2026 |
 GOOG ALPHABET INC | 3.76M | $1.31B | -5.8% | 2.00% | Q2 2026 |
 MU MICRON TECHNOLOGY INC | 1.02M | $1.18B | -8.6% | 1.80% | Q2 2026 |
 META META PLATFORMS INC | 1.97M | $1.1B | -7.4% | 1.69% | Q2 2026 |
 AMD ADVANCED MICRO DEVICES INC | 1.76M | $1.01B | -1.1% | 1.55% | Q2 2026 |
 TSLA TESLA INC | 1.80M | $751.68M | -2.4% | 1.15% | Q2 2026 |
 LLY ELI LILLY & CO | 610,128 | $729.27M | +2.9% | 1.12% | Q2 2026 |
 V VISA INC | 2.09M | $716.37M | -1.9% | 1.10% | Q2 2026 |
 AMAT APPLIED MATLS INC | 874,439 | $625.9M | -4.5% | 0.96% | Q2 2026 |
 LRCX LAM RESEARCH CORP | 1.35M | $586.48M | -5.3% | 0.90% | Q2 2026 |
 JPM JPMORGAN CHASE & CO. | 1.70M | $551.74M | -10.5% | 0.84% | Q2 2026 |
 JNJ JOHNSON & JOHNSON | 2.21M | $551.53M | +0.3% | 0.84% | Q2 2026 |
 CSCO CISCO SYS INC | 4.25M | $495.81M | -4.3% | 0.76% | Q2 2026 |
 MA MASTERCARD INCORPORATED | 964,834 | $494.21M | -5.5% | 0.76% | Q2 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 872,850 | $434.05M | -3.3% | 0.66% | Q2 2026 |
 LIN LINDE PLC | 818,048 | $424.4M | -5.8% | 0.65% | Q2 2026 |
 INTC INTEL CORP | 3.02M | $415.2M | -11.5% | 0.63% | Q2 2026 |
 WMT WALMART INC | 3.65M | $412.11M | -1.3% | 0.63% | Q2 2026 |
 KLAC KLA CORP | 1.30M | $392.79M | +3.6% | 0.60% | Q2 2026 |
 ABBV ABBVIE INC | 1.45M | $358.27M | -5.0% | 0.55% | Q2 2026 |
 PANW PALO ALTO NETWORKS INC | 976,561 | $332.93M | -14.0% | 0.51% | Q2 2026 |
 NFLX NETFLIX INC | 4.63M | $332.25M | -2.9% | 0.51% | Q2 2026 |
 COST COSTCO WHSL CORP NEW | 337,914 | $314.41M | +2.0% | 0.48% | Q2 2026 |
 PG PROCTER AND GAMBLE CO | 2.08M | $305.33M | +1.5% | 0.47% | Q2 2026 |
 CAT CATERPILLAR INC | 281,908 | $294.46M | -0.2% | 0.45% | Q2 2026 |
 WELL WELLTOWER INC | 1.25M | $283.22M | +6.2% | 0.43% | Q2 2026 |
 KO COCA COLA CO | 3.38M | $273.18M | +0.8% | 0.42% | Q2 2026 |
 MRVL MARVELL TECHNOLOGY INC | 895,414 | $265.61M | -14.4% | 0.41% | Q2 2026 |
 IBM INTERNATIONAL BUSINESS MACHS | 957,093 | $265.42M | +24.1% | 0.41% | Q2 2026 |
 UNH UNITEDHEALTH GROUP INC | 630,368 | $265.41M | -1.5% | 0.41% | Q2 2026 |
 BAC BANK AMERICA CORP | 4.68M | $264.77M | -6.0% | 0.40% | Q2 2026 |
 XOM EXXON MOBIL CORP | 1.86M | $253.72M | -3.5% | 0.39% | Q2 2026 |
 CRM SALESFORCE INC | 1.60M | $252.02M | +6.1% | 0.39% | Q2 2026 |
 WDC WESTERN DIGITAL CORP | 393,954 | $250.31M | -16.9% | 0.38% | Q2 2026 |
 MRK MERCK & CO INC | 1.91M | $244.87M | -6.9% | 0.37% | Q2 2026 |
 ADI ANALOG DEVICES INC | 604,092 | $239.38M | +1.3% | 0.37% | Q2 2026 |
 QCOM QUALCOMM INC | 1.29M | $237.37M | -18.6% | 0.36% | Q2 2026 |
 APH AMPHENOL CORP NEW | 1.34M | $236.84M | -6.6% | 0.36% | Q2 2026 |
 MCD MCDONALDS CORP | 859,590 | $232.53M | -4.0% | 0.36% | Q2 2026 |
 MS MORGAN STANLEY | 1.12M | $232.45M | -0.0% | 0.36% | Q2 2026 |
 HD HOME DEPOT INC | 654,477 | $230.65M | -9.3% | 0.35% | Q2 2026 |
 PEP PEPSICO INC | 1.66M | $224.77M | -3.5% | 0.34% | Q2 2026 |
 BKNG BOOKING HOLDINGS INC | 1.24M | $221.5M | +0.7% | 0.34% | Q2 2026 |
 MELI MERCADOLIBRE INC | 130,463 | $221.41M | -8.7% | 0.34% | Q2 2026 |
 EQIX EQUINIX INC | 208,983 | $217.46M | -8.8% | 0.33% | Q2 2026 |
1-50 of 2,109 holdings
Derivatives (13)
PUT + CALL positions. Value is notional exposure of the underlying, not capital deployed.
- DEERE & COCall
DEERE & CO
$3.05M
22,100 sh17.00%New - CUMMINS INCCall
CUMMINS INC
$2.76M
19,100 sh15.40%New - CHENIERE ENERGY INCCall
CHENIERE ENERGY INC
$2.2M
54,200 sh12.25%New - AMZNCall
AMAZON COM INC
$1.86M
78,400 sh10.39%+150.5% - AMAZON COM INCCall
AMAZON COM INC
$1.83M
113,200 sh10.19%New - MOSAIC COCall
MOSAIC CO
$1.57M
550,000 sh8.74%New - PHILLIPS 66Call
PHILLIPS 66
$1.28M
70,200 sh7.14%New - SUPER MICRO COMPUTER INCCall
SUPER MICRO COMPUTER INC
$1.18M
635,000 sh6.60%New - SNOWFLAKE INCCall
SNOWFLAKE INC
$481K
30,000 sh2.68%New - ORACLE CORPCall
ORACLE CORP
$475K
100,000 sh2.65%New
| Security | Type | Shares | Notional | Change | % of Book | Period |
|---|---|---|---|---|---|---|
DEERE & CO DEERE & CO | Call | 22,100 | $3.05M | New | 17.00% | Q2 2026 |
CUMMINS INC CUMMINS INC | Call | 19,100 | $2.76M | New | 15.40% | Q2 2026 |
CHENIERE ENERGY INC CHENIERE ENERGY INC | Call | 54,200 | $2.2M | New | 12.25% | Q2 2026 |
AMZN AMAZON COM INC | Call | 78,400 | $1.86M | +150.5% | 10.39% | Q2 2026 |
AMAZON COM INC AMAZON COM INC | Call | 113,200 | $1.83M | New | 10.19% | Q2 2026 |
MOSAIC CO MOSAIC CO | Call | 550,000 | $1.57M | New | 8.74% | Q2 2026 |
PHILLIPS 66 PHILLIPS 66 | Call | 70,200 | $1.28M | New | 7.14% | Q2 2026 |
SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC | Call | 635,000 | $1.18M | New | 6.60% | Q2 2026 |
SNOWFLAKE INC SNOWFLAKE INC | Call | 30,000 | $481K | New | 2.68% | Q2 2026 |
ORACLE CORP ORACLE CORP | Call | 100,000 | $475K | New | 2.65% | Q2 2026 |
1-10 of 13 derivatives
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Universal- Beteiligungs- und Servicegesellschaft mbH
Universal- Beteiligungs- und Servicegesellschaft mbH is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2057170). Signal8 holds 13 13F filings from it.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 6, 2026. That report lists 2,109 securities, not counting options, up from 2,062 in Q1 2026.
Its five largest reported positions, in order, are NVIDIA CORPORATION (NVDA), APPLE INC (AAPL), MICROSOFT CORP (MSFT), ALPHABET INC (GOOGL) and AMAZON COM INC (AMZN). The next five are BROADCOM INC (AVGO), ALPHABET INC (GOOG), MICRON TECHNOLOGY INC (MU), META PLATFORMS INC (META) and ADVANCED MICRO DEVICES INC (AMD).
Recent 13F filings by Universal- Beteiligungs- und Servicegesellschaft mbH
- Q2 2026: 13F-HR filed Aug 6, 2026, listing 2,109 securities.
- Q1 2026: 13F-HR filed May 11, 2026, listing 2,062 securities.
- Q4 2025: 13F-HR filed Jan 28, 2026, listing 2,043 securities.
- Q3 2025: 13F-HR filed Oct 30, 2025, listing 2,026 securities.
- Q2 2025: 13F-HR filed Aug 11, 2025, listing 1,948 securities.
- Q1 2025: 13F-HR filed May 6, 2025, listing 1,948 securities.