Filed: 5/6/2025ACC: 0002057170-25-000004
📋 What this filing means
UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH filed this quarterly 13F‑HR report disclosing 1985 equity positions with a total reported market value of $50.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1985
Positions
$50.08B
Total AUM (reported)
1.63B
Total Shares
Allocation by class
COM$37.92B75.7%
CL A$3.37B6.7%
COM NEW$1.27B2.5%
SHS$1.26B2.5%
CAP STK CL A$1.14B2.3%
COM CL A$985.99M2.0%
CAP STK CL C$644.67M1.3%
Portfolio Concentration
Top 3$7.44B14.9%
4–10$6.47B12.9%
11–25$5.43B10.8%
Rest$30.74B61.4%
Top 3 weight
14.9%
Top 10 weight
27.8%
Voting Authority Distribution
Total shares with voting rights: 1.63B
Sole
Full voting authority
456.89M
shares
% of voting shares28.1%
Shared
Joint voting authority
9.16M
shares
% of voting shares0.6%
None
No voting authority
1.16B
shares
% of voting shares71.3%
Investment Discretion (by position count)
Sole0
Shared0
Other1985
Dominant voting typeNone · 71.3% of voting shares
Institutional Holdings1985
Rows:
MICROSOFT CORP
DFNDShares7.15M
TypeSH
Market value$2.68B
5.36%
Sole
6.90M
Shared
245.18K
None
0.00
NVIDIA CORPORATION
DFNDShares21.99M
TypeSH
Market value$2.38B
4.76%
Sole
21.57M
Shared
419.91K
None
0.00
APPLE INC
DFNDShares10.70M
TypeSH
Market value$2.38B
4.75%
Sole
10.53M
Shared
166.31K
None
0.00
AMAZON COM INC
DFNDShares9.03M
TypeSH
Market value$1.72B
3.43%
Sole
8.76M
Shared
266.45K
None
0.00
ALPHABET INC
DFNDShares7.37M
TypeSH
Market value$1.14B
2.28%
Sole
6.96M
Shared
414.57K
None
0.00
META PLATFORMS INC
DFNDShares1.94M
TypeSH
Market value$1.12B
2.24%
Sole
1.90M
Shared
40.48K
None
0.00
VISA INC
DFNDShares2M
TypeSH
Market value$699.63M
1.40%
Sole
1.98M
Shared
12.79K
None
0.00
ALPHABET INC
DFNDShares4.13M
TypeSH
Market value$644.67M
1.29%
Sole
4.12M
Shared
7.09K
None
0.00
BROADCOM INC
DFNDShares3.68M
TypeSH
Market value$616.12M
1.23%
Sole
3.59M
Shared
89.65K
None
0.00
MASTERCARD INCORPORATED
DFNDShares974.21K
TypeSH
Market value$533.98M
1.07%
Sole
920.44K
Shared
53.77K
None
0.00
TESLA INC
DFNDShares1.97M
TypeSH
Market value$511.17M
1.02%
Sole
1.97M
Shared
3.28K
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares882.74K
TypeSH
Market value$470.13M
0.94%
Sole
881.82K
Shared
919.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares1.80M
TypeSH
Market value$441.94M
0.88%
Sole
1.78M
Shared
24.62K
None
0.00
ELI LILLY & CO
DFNDShares526.28K
TypeSH
Market value$434.66M
0.87%
Sole
524.73K
Shared
1.55K
None
0.00
JOHNSON & JOHNSON
DFNDShares2.37M
TypeSH
Market value$393.37M
0.79%
Sole
2.30M
Shared
75.89K
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares739.87K
TypeSH
Market value$387.51M
0.77%
Sole
734.59K
Shared
5.28K
None
0.00
NETFLIX INC
DFNDShares414.23K
TypeSH
Market value$386.28M
0.77%
Sole
408.60K
Shared
5.62K
None
0.00
LINDE PLC
DFNDShares810.03K
TypeSH
Market value$377.18M
0.75%
Sole
783.78K
Shared
26.25K
None
0.00
ABBVIE INC
DFNDShares1.53M
TypeSH
Market value$320.77M
0.64%
Sole
1.45M
Shared
79.80K
None
0.00
SALESFORCE INC
DFNDShares1.19M
TypeSH
Market value$318.40M
0.64%
Sole
1.17M
Shared
15K
None
0.00
PROCTER AND GAMBLE CO
DFNDShares1.86M
TypeSH
Market value$316.93M
0.63%
Sole
1.78M
Shared
77.14K
None
0.00
COSTCO WHSL CORP NEW
DFNDShares306.42K
TypeSH
Market value$289.81M
0.58%
Sole
302.11K
Shared
4.32K
None
0.00
ADOBE INC
DFNDShares702.15K
TypeSH
Market value$269.30M
0.54%
Sole
678.23K
Shared
23.93K
None
0.00
MERCADOLIBRE INC
DFNDShares130.22K
TypeSH
Market value$254.04M
0.51%
Sole
130.06K
Shared
162.00
None
0.00
HOME DEPOT INC
DFNDShares692.51K
TypeSH
Market value$253.80M
0.51%
Sole
663.91K
Shared
28.60K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 7.15M | SH | $2.68B 5.36% | 6.90M | 245.18K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 21.99M | SH | $2.38B 4.76% | 21.57M | 419.91K | 0.00 |
APPLE INCDFND | COM | 10.70M | SH | $2.38B 4.75% | 10.53M | 166.31K | 0.00 |
AMAZON COM INCDFND | COM | 9.03M | SH | $1.72B 3.43% | 8.76M | 266.45K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 7.37M | SH | $1.14B 2.28% | 6.96M | 414.57K | 0.00 |
META PLATFORMS INCDFND | CL A | 1.94M | SH | $1.12B 2.24% | 1.90M | 40.48K | 0.00 |
VISA INCDFND | COM CL A | 2M | SH | $699.63M 1.40% | 1.98M | 12.79K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 4.13M | SH | $644.67M 1.29% | 4.12M | 7.09K | 0.00 |
BROADCOM INCDFND | COM | 3.68M | SH | $616.12M 1.23% | 3.59M | 89.65K | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 974.21K | SH | $533.98M 1.07% | 920.44K | 53.77K | 0.00 |
TESLA INCDFND | COM | 1.97M | SH | $511.17M 1.02% | 1.97M | 3.28K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 882.74K | SH | $470.13M 0.94% | 881.82K | 919.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 1.80M | SH | $441.94M 0.88% | 1.78M | 24.62K | 0.00 |
ELI LILLY & CODFND | COM | 526.28K | SH | $434.66M 0.87% | 524.73K | 1.55K | 0.00 |
JOHNSON & JOHNSONDFND | COM | 2.37M | SH | $393.37M 0.79% | 2.30M | 75.89K | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 739.87K | SH | $387.51M 0.77% | 734.59K | 5.28K | 0.00 |
NETFLIX INCDFND | COM | 414.23K | SH | $386.28M 0.77% | 408.60K | 5.62K | 0.00 |
LINDE PLCDFND | SHS | 810.03K | SH | $377.18M 0.75% | 783.78K | 26.25K | 0.00 |
ABBVIE INCDFND | COM | 1.53M | SH | $320.77M 0.64% | 1.45M | 79.80K | 0.00 |
SALESFORCE INCDFND | COM | 1.19M | SH | $318.40M 0.64% | 1.17M | 15K | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 1.86M | SH | $316.93M 0.63% | 1.78M | 77.14K | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 306.42K | SH | $289.81M 0.58% | 302.11K | 4.32K | 0.00 |
ADOBE INCDFND | COM | 702.15K | SH | $269.30M 0.54% | 678.23K | 23.93K | 0.00 |
MERCADOLIBRE INCDFND | COM | 130.22K | SH | $254.04M 0.51% | 130.06K | 162.00 | 0.00 |
HOME DEPOT INCDFND | COM | 692.51K | SH | $253.80M 0.51% | 663.91K | 28.60K | 0.00 |
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