Filed: 10/30/2025ACC: 0002057170-25-000015
📋 What this filing means
UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH filed this quarterly 13F‑HR report disclosing 2087 equity positions with a total reported market value of $60.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2087
Positions
$60.23B
Total AUM (reported)
1.52B
Total Shares
Allocation by class
COM$45.05B74.8%
CL A$4.19B7.0%
CAP STK CL A$1.80B3.0%
COM NEW$1.66B2.8%
SHS$1.51B2.5%
COM CL A$1.37B2.3%
CAP STK CL C$1.00B1.7%
Portfolio Concentration
Top 3$10.67B17.7%
4–10$9.10B15.1%
11–25$6.14B10.2%
Rest$34.31B57.0%
Top 3 weight
17.7%
Top 10 weight
32.8%
Voting Authority Distribution
Total shares with voting rights: 1.52B
Sole
Full voting authority
463.16M
shares
% of voting shares30.4%
Shared
Joint voting authority
12.80M
shares
% of voting shares0.8%
None
No voting authority
1.05B
shares
% of voting shares68.8%
Investment Discretion (by position count)
Sole0
Shared0
Other2087
Dominant voting typeNone · 68.8% of voting shares
Institutional Holdings2087
Rows:
NVIDIA CORPORATION
DFNDShares22.25M
TypeSH
Market value$4.15B
6.89%
Sole
21.89M
Shared
355.28K
None
0.00
MICROSOFT CORP
DFNDShares7.11M
TypeSH
Market value$3.68B
6.11%
Sole
6.82M
Shared
291.94K
None
0.00
APPLE INC
DFNDShares11.15M
TypeSH
Market value$2.84B
4.71%
Sole
10.97M
Shared
181.38K
None
0.00
AMAZON COM INC
DFNDShares9.36M
TypeSH
Market value$2.06B
3.41%
Sole
9.16M
Shared
199.57K
None
0.00
ALPHABET INC
DFNDShares7.42M
TypeSH
Market value$1.80B
2.99%
Sole
6.88M
Shared
540.30K
None
0.00
META PLATFORMS INC
DFNDShares2.02M
TypeSH
Market value$1.48B
2.46%
Sole
1.94M
Shared
77.79K
None
0.00
BROADCOM INC
DFNDShares3.73M
TypeSH
Market value$1.23B
2.05%
Sole
3.68M
Shared
53.52K
None
0.00
ALPHABET INC
DFNDShares4.11M
TypeSH
Market value$1.00B
1.66%
Sole
4.10M
Shared
8.41K
None
0.00
TESLA INC
DFNDShares1.76M
TypeSH
Market value$783.26M
1.30%
Sole
1.76M
Shared
4.49K
None
0.00
VISA INC
DFNDShares2.19M
TypeSH
Market value$748.64M
1.24%
Sole
1.96M
Shared
229.70K
None
0.00
JPMORGAN CHASE & CO.
DFNDShares2.04M
TypeSH
Market value$641.97M
1.07%
Sole
1.95M
Shared
80.42K
None
0.00
MASTERCARD INCORPORATED
DFNDShares1.08M
TypeSH
Market value$613.41M
1.02%
Sole
967.70K
Shared
110.70K
None
0.00
NETFLIX INC
DFNDShares465.52K
TypeSH
Market value$558.13M
0.93%
Sole
460.33K
Shared
5.19K
None
0.00
ELI LILLY & CO
DFNDShares633.01K
TypeSH
Market value$482.99M
0.80%
Sole
620.58K
Shared
12.43K
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares902.70K
TypeSH
Market value$453.82M
0.75%
Sole
901.40K
Shared
1.30K
None
0.00
JOHNSON & JOHNSON
DFNDShares2.32M
TypeSH
Market value$430.68M
0.72%
Sole
2.23M
Shared
92.41K
None
0.00
LINDE PLC
DFNDShares884.87K
TypeSH
Market value$420.31M
0.70%
Sole
858.82K
Shared
26.05K
None
0.00
ABBVIE INC
DFNDShares1.53M
TypeSH
Market value$354.22M
0.59%
Sole
1.42M
Shared
114.83K
None
0.00
ORACLE CORP
DFNDShares1.20M
TypeSH
Market value$337.16M
0.56%
Sole
1.20M
Shared
3.45K
None
0.00
SALESFORCE INC
DFNDShares1.35M
TypeSH
Market value$320.82M
0.53%
Sole
1.32M
Shared
31.23K
None
0.00
HOME DEPOT INC
DFNDShares777.60K
TypeSH
Market value$315.07M
0.52%
Sole
738.39K
Shared
39.21K
None
0.00
MERCADOLIBRE INC
DFNDShares134.43K
TypeSH
Market value$314.15M
0.52%
Sole
134.22K
Shared
214.00
None
0.00
BOOKING HOLDINGS INC
DFNDShares55.64K
TypeSH
Market value$300.39M
0.50%
Sole
48.62K
Shared
7.02K
None
0.00
COSTCO WHSL CORP NEW
DFNDShares321.60K
TypeSH
Market value$297.68M
0.49%
Sole
316.04K
Shared
5.56K
None
0.00
INTUIT
DFNDShares433.44K
TypeSH
Market value$296.00M
0.49%
Sole
400.64K
Shared
32.79K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 22.25M | SH | $4.15B 6.89% | 21.89M | 355.28K | 0.00 |
MICROSOFT CORPDFND | COM | 7.11M | SH | $3.68B 6.11% | 6.82M | 291.94K | 0.00 |
APPLE INCDFND | COM | 11.15M | SH | $2.84B 4.71% | 10.97M | 181.38K | 0.00 |
AMAZON COM INCDFND | COM | 9.36M | SH | $2.06B 3.41% | 9.16M | 199.57K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 7.42M | SH | $1.80B 2.99% | 6.88M | 540.30K | 0.00 |
META PLATFORMS INCDFND | CL A | 2.02M | SH | $1.48B 2.46% | 1.94M | 77.79K | 0.00 |
BROADCOM INCDFND | COM | 3.73M | SH | $1.23B 2.05% | 3.68M | 53.52K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 4.11M | SH | $1.00B 1.66% | 4.10M | 8.41K | 0.00 |
TESLA INCDFND | COM | 1.76M | SH | $783.26M 1.30% | 1.76M | 4.49K | 0.00 |
VISA INCDFND | COM CL A | 2.19M | SH | $748.64M 1.24% | 1.96M | 229.70K | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 2.04M | SH | $641.97M 1.07% | 1.95M | 80.42K | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 1.08M | SH | $613.41M 1.02% | 967.70K | 110.70K | 0.00 |
NETFLIX INCDFND | COM | 465.52K | SH | $558.13M 0.93% | 460.33K | 5.19K | 0.00 |
ELI LILLY & CODFND | COM | 633.01K | SH | $482.99M 0.80% | 620.58K | 12.43K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 902.70K | SH | $453.82M 0.75% | 901.40K | 1.30K | 0.00 |
JOHNSON & JOHNSONDFND | COM | 2.32M | SH | $430.68M 0.72% | 2.23M | 92.41K | 0.00 |
LINDE PLCDFND | SHS | 884.87K | SH | $420.31M 0.70% | 858.82K | 26.05K | 0.00 |
ABBVIE INCDFND | COM | 1.53M | SH | $354.22M 0.59% | 1.42M | 114.83K | 0.00 |
ORACLE CORPDFND | COM | 1.20M | SH | $337.16M 0.56% | 1.20M | 3.45K | 0.00 |
SALESFORCE INCDFND | COM | 1.35M | SH | $320.82M 0.53% | 1.32M | 31.23K | 0.00 |
HOME DEPOT INCDFND | COM | 777.60K | SH | $315.07M 0.52% | 738.39K | 39.21K | 0.00 |
MERCADOLIBRE INCDFND | COM | 134.43K | SH | $314.15M 0.52% | 134.22K | 214.00 | 0.00 |
BOOKING HOLDINGS INCDFND | COM | 55.64K | SH | $300.39M 0.50% | 48.62K | 7.02K | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 321.60K | SH | $297.68M 0.49% | 316.04K | 5.56K | 0.00 |
INTUITDFND | COM | 433.44K | SH | $296.00M 0.49% | 400.64K | 32.79K | 0.00 |
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