Filed: 1/28/2026ACC: 0002057170-26-000014
📋 What this filing means
UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH filed this quarterly 13F‑HR report disclosing 2053 equity positions with a total reported market value of $61.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2053
Positions
$61.60B
Total AUM (reported)
1.48B
Total Shares
Allocation by class
COM$46.01B74.7%
CL A$4.13B6.7%
CAP STK CL A$2.18B3.5%
COM NEW$1.84B3.0%
SHS$1.40B2.3%
COM CL A$1.36B2.2%
CAP STK CL C$1.27B2.1%
Portfolio Concentration
Top 3$10.61B17.2%
4–10$9.91B16.1%
11–25$6.20B10.1%
Rest$34.89B56.6%
Top 3 weight
17.2%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 1.47B
Sole
Full voting authority
471.13M
shares
% of voting shares32.0%
Shared
Joint voting authority
13.42M
shares
% of voting shares0.9%
None
No voting authority
988.01M
shares
% of voting shares67.1%
Investment Discretion (by position count)
Sole0
Shared0
Other2053
Dominant voting typeNone · 67.1% of voting shares
Institutional Holdings2053
Rows:
NVIDIA CORPORATION
DFNDShares22.21M
TypeSH
Market value$4.16B
6.75%
Sole
21.82M
Shared
390.67K
None
0.00
MICROSOFT CORP
DFNDShares7.05M
TypeSH
Market value$3.41B
5.54%
Sole
6.76M
Shared
292.48K
None
0.00
APPLE INC
DFNDShares11.23M
TypeSH
Market value$3.04B
4.94%
Sole
11.10M
Shared
133.22K
None
0.00
AMAZON COM INC
DFNDShares9.47M
TypeSH
Market value$2.18B
3.54%
Sole
9.17M
Shared
292.80K
None
0.00
ALPHABET INC
DFNDShares6.99M
TypeSH
Market value$2.18B
3.54%
Sole
6.57M
Shared
427.14K
None
0.00
BROADCOM INC
DFNDShares3.92M
TypeSH
Market value$1.36B
2.21%
Sole
3.87M
Shared
47.77K
None
0.00
META PLATFORMS INC
DFNDShares2.06M
TypeSH
Market value$1.35B
2.20%
Sole
1.98M
Shared
74.91K
None
0.00
ALPHABET INC
DFNDShares4.08M
TypeSH
Market value$1.27B
2.06%
Sole
4.07M
Shared
8.41K
None
0.00
TESLA INC
DFNDShares1.78M
TypeSH
Market value$795.50M
1.29%
Sole
1.78M
Shared
4.49K
None
0.00
VISA INC
DFNDShares2.18M
TypeSH
Market value$764.44M
1.24%
Sole
1.94M
Shared
233.98K
None
0.00
ELI LILLY & CO
DFNDShares599.31K
TypeSH
Market value$642.92M
1.04%
Sole
589.29K
Shared
10.02K
None
0.00
JPMORGAN CHASE & CO.
DFNDShares1.98M
TypeSH
Market value$634.57M
1.03%
Sole
1.91M
Shared
66.29K
None
0.00
MASTERCARD INCORPORATED
DFNDShares1.09M
TypeSH
Market value$620.24M
1.01%
Sole
967.25K
Shared
119.01K
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares903.94K
TypeSH
Market value$452.02M
0.73%
Sole
902.78K
Shared
1.16K
None
0.00
JOHNSON & JOHNSON
DFNDShares2.20M
TypeSH
Market value$450.40M
0.73%
Sole
2.11M
Shared
90.37K
None
0.00
NETFLIX INC
DFNDShares4.63M
TypeSH
Market value$435.59M
0.71%
Sole
4.58M
Shared
54.96K
None
0.00
SALESFORCE INC
DFNDShares1.42M
TypeSH
Market value$375.62M
0.61%
Sole
1.39M
Shared
31.13K
None
0.00
LINDE PLC
DFNDShares842.03K
TypeSH
Market value$359.76M
0.58%
Sole
827.23K
Shared
14.80K
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares1.64M
TypeSH
Market value$349.71M
0.57%
Sole
1.62M
Shared
16.97K
None
0.00
ABBVIE INC
DFNDShares1.54M
TypeSH
Market value$347.94M
0.56%
Sole
1.43M
Shared
108.66K
None
0.00
WALMART INC
DFNDShares2.84M
TypeSH
Market value$315.97M
0.51%
Sole
2.84M
Shared
2.65K
None
0.00
CISCO SYS INC
DFNDShares4.08M
TypeSH
Market value$313.00M
0.51%
Sole
3.94M
Shared
133.57K
None
0.00
ADOBE INC
DFNDShares882.57K
TypeSH
Market value$310.55M
0.50%
Sole
757.82K
Shared
124.74K
None
0.00
INTUIT
DFNDShares445.14K
TypeSH
Market value$294.94M
0.48%
Sole
405.48K
Shared
39.67K
None
0.00
MERCADOLIBRE INC
DFNDShares145.25K
TypeSH
Market value$292.69M
0.48%
Sole
143.59K
Shared
1.66K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 22.21M | SH | $4.16B 6.75% | 21.82M | 390.67K | 0.00 |
MICROSOFT CORPDFND | COM | 7.05M | SH | $3.41B 5.54% | 6.76M | 292.48K | 0.00 |
APPLE INCDFND | COM | 11.23M | SH | $3.04B 4.94% | 11.10M | 133.22K | 0.00 |
AMAZON COM INCDFND | COM | 9.47M | SH | $2.18B 3.54% | 9.17M | 292.80K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 6.99M | SH | $2.18B 3.54% | 6.57M | 427.14K | 0.00 |
BROADCOM INCDFND | COM | 3.92M | SH | $1.36B 2.21% | 3.87M | 47.77K | 0.00 |
META PLATFORMS INCDFND | CL A | 2.06M | SH | $1.35B 2.20% | 1.98M | 74.91K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 4.08M | SH | $1.27B 2.06% | 4.07M | 8.41K | 0.00 |
TESLA INCDFND | COM | 1.78M | SH | $795.50M 1.29% | 1.78M | 4.49K | 0.00 |
VISA INCDFND | COM CL A | 2.18M | SH | $764.44M 1.24% | 1.94M | 233.98K | 0.00 |
ELI LILLY & CODFND | COM | 599.31K | SH | $642.92M 1.04% | 589.29K | 10.02K | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 1.98M | SH | $634.57M 1.03% | 1.91M | 66.29K | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 1.09M | SH | $620.24M 1.01% | 967.25K | 119.01K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 903.94K | SH | $452.02M 0.73% | 902.78K | 1.16K | 0.00 |
JOHNSON & JOHNSONDFND | COM | 2.20M | SH | $450.40M 0.73% | 2.11M | 90.37K | 0.00 |
NETFLIX INCDFND | COM | 4.63M | SH | $435.59M 0.71% | 4.58M | 54.96K | 0.00 |
SALESFORCE INCDFND | COM | 1.42M | SH | $375.62M 0.61% | 1.39M | 31.13K | 0.00 |
LINDE PLCDFND | SHS | 842.03K | SH | $359.76M 0.58% | 827.23K | 14.80K | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 1.64M | SH | $349.71M 0.57% | 1.62M | 16.97K | 0.00 |
ABBVIE INCDFND | COM | 1.54M | SH | $347.94M 0.56% | 1.43M | 108.66K | 0.00 |
WALMART INCDFND | COM | 2.84M | SH | $315.97M 0.51% | 2.84M | 2.65K | 0.00 |
CISCO SYS INCDFND | COM | 4.08M | SH | $313.00M 0.51% | 3.94M | 133.57K | 0.00 |
ADOBE INCDFND | COM | 882.57K | SH | $310.55M 0.50% | 757.82K | 124.74K | 0.00 |
INTUITDFND | COM | 445.14K | SH | $294.94M 0.48% | 405.48K | 39.67K | 0.00 |
MERCADOLIBRE INCDFND | COM | 145.25K | SH | $292.69M 0.48% | 143.59K | 1.66K | 0.00 |
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