1y return+15.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $122 against $127 in the S&P 500.2
Universal- Beteiligungs- und Servicegesellschaft mbHS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $4.2B | 6.5% | −4.7% |
| AAPLApple Inc | $3.1B | 4.9% | −2.3% |
| MSFTMicrosoft Corp | $2.5B | 3.8% | −2.5% |
| GOOGLAlphabet Inc | $2.3B | 3.6% | −6.6% |
| AMZNAmazon Com Inc | $2.2B | 3.4% | −4.2% |
| AVGOBroadcom Inc | $1.4B | 2.2% | |
| GOOGAlphabet Inc | $1.3B | 2.0% | −5.8% |
| MUMicron Technology Inc | $1.2B | 1.8% | −8.6% |
| METAMeta Platforms Inc | $1.1B | 1.7% | −7.4% |
| AMDAdvanced Micro Devices Inc | $1.0B | 1.6% | −1.1% |
| TSLATesla Inc | $751.7M | 1.2% | −2.4% |
| LLYEli Lilly & Co | $729.3M | 1.1% | +2.9% |
| VVisa Inc | $716.4M | 1.1% | −1.9% |
| AMATApplied Matls Inc | $625.9M | 1.0% | −4.5% |
| LRCXLam Research Corp | $586.5M | 0.9% | −5.3% |
| JPMJpmorgan Chase & Co. | $551.7M | 0.9% | −10.5% |
| JNJJohnson & Johnson | $551.5M | 0.9% | |
| CSCOCisco Sys Inc | $495.8M | 0.8% | −4.3% |
| MAMastercard Incorporated | $494.2M | 0.8% | −5.5% |
| BRK/BBerkshire Hathaway Inc Del | $434.0M | 0.7% | −3.3% |
| Linde PLCCUSIP G54950103 | $424.4M | 0.7% | −5.8% |
| INTCIntel Corp | $415.2M | 0.6% | −11.5% |
| WMTWalmart Inc | $412.1M | 0.6% | −1.3% |
| KLACKla Corp | $392.8M | 0.6% | +936.4% |
| ABBVAbbvie Inc | $358.3M | 0.6% | −5.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2024 | +971.1% | $250.3M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $586.5M |
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $1.0B |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $625.9M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $294.5M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $495.8M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $2.3B |
| PANWPalo Alto Networks Inc | December 31, 2024 | +87.4% | $332.9M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $1.3B |
| WELLWelltower Inc | December 31, 2024 | +80.1% | $283.2M |
Sold off last quarter
- CTRACoterra Energy Inc was $17.8M
- Hologic IncCUSIP 436440101 was $12.9M
- Carnival PLCCUSIP 14365C103 was $11.3M
- Carnival CorpCUSIP 143658300 was $10.2M
- Dupont De Nemours IncCUSIP 26614N102 was $9.3M
- Tri Pointe Homes IncCUSIP 87265H109 was $5.4M
- Csg Sys Intl IncCUSIP 126349109 was $4.3M
- SNCYSun Ctry Airls Hldgs Inc was $3.1M
- Amicus Therapeutics IncCUSIP 03152W109 was $2.6M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $2.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | −5.3% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +10.9% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Universal- Beteiligungs- und Servicegesellschaft mbH Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2057170&type=13F-HR&dateb=&owner=include&count=40CIK 2057170
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2057170/000205717026000021/Filed August 6, 2026 · accession 0002057170-26-000021