Filed: 5/11/2026ACC: 0002057170-26-000020
📋 What this filing means
UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH filed this quarterly 13F‑HR report disclosing 2069 equity positions with a total reported market value of $58.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2069
Positions
$58.12B
Total AUM (reported)
1.29B
Total Shares
Allocation by class
COM$43.75B75.3%
CL A$3.59B6.2%
CAP STK CL A$1.99B3.4%
COM NEW$1.90B3.3%
SHS$1.48B2.5%
COM CL A$1.13B1.9%
CAP STK CL C$1.13B1.9%
Portfolio Concentration
Top 3$9.19B15.8%
4–10$8.80B15.1%
11–25$6.29B10.8%
Rest$33.84B58.2%
Top 3 weight
15.8%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 1.28B
Sole
Full voting authority
475.51M
shares
% of voting shares37.2%
Shared
Joint voting authority
13.16M
shares
% of voting shares1.0%
None
No voting authority
788.03M
shares
% of voting shares61.7%
Investment Discretion (by position count)
Sole0
Shared0
Other2069
Dominant voting typeNone · 61.7% of voting shares
Institutional Holdings2069
Rows:
NVIDIA CORPORATION
DFNDShares21.99M
TypeSH
Market value$3.84B
6.61%
Sole
21.78M
Shared
208.42K
None
0.00
APPLE INC
DFNDShares11.19M
TypeSH
Market value$2.83B
4.87%
Sole
11.07M
Shared
115.93K
None
0.00
MICROSOFT CORP
DFNDShares6.80M
TypeSH
Market value$2.52B
4.33%
Sole
6.58M
Shared
219.30K
None
0.00
ALPHABET INC
DFNDShares6.96M
TypeSH
Market value$1.99B
3.43%
Sole
6.64M
Shared
312.57K
None
0.00
AMAZON COM INC
DFNDShares9.46M
TypeSH
Market value$1.97B
3.38%
Sole
9.24M
Shared
218.95K
None
0.00
META PLATFORMS INC
DFNDShares2.13M
TypeSH
Market value$1.21B
2.08%
Sole
2.07M
Shared
56.84K
None
0.00
BROADCOM INC
DFNDShares3.78M
TypeSH
Market value$1.17B
2.02%
Sole
3.73M
Shared
49.93K
None
0.00
ALPHABET INC
DFNDShares3.99M
TypeSH
Market value$1.13B
1.95%
Sole
3.98M
Shared
8.41K
None
0.00
TESLA INC
DFNDShares1.85M
TypeSH
Market value$681.24M
1.17%
Sole
1.84M
Shared
4.49K
None
0.00
VISA INC
DFNDShares2.13M
TypeSH
Market value$643.34M
1.11%
Sole
1.89M
Shared
240.94K
None
0.00
JPMORGAN CHASE & CO.
DFNDShares1.90M
TypeSH
Market value$555.21M
0.96%
Sole
1.88M
Shared
19.98K
None
0.00
ELI LILLY & CO
DFNDShares593.17K
TypeSH
Market value$544.46M
0.94%
Sole
584.60K
Shared
8.57K
None
0.00
JOHNSON & JOHNSON
DFNDShares2.20M
TypeSH
Market value$529.65M
0.91%
Sole
2.14M
Shared
59.76K
None
0.00
MASTERCARD INCORPORATED
DFNDShares1.02M
TypeSH
Market value$509.18M
0.88%
Sole
924.17K
Shared
97.23K
None
0.00
NETFLIX INC
DFNDShares4.77M
TypeSH
Market value$460.14M
0.79%
Sole
4.71M
Shared
57.91K
None
0.00
WALMART INC
DFNDShares3.70M
TypeSH
Market value$458.18M
0.79%
Sole
3.70M
Shared
2.65K
None
0.00
LINDE PLC
DFNDShares868.45K
TypeSH
Market value$430.49M
0.74%
Sole
856.13K
Shared
12.32K
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares902.84K
TypeSH
Market value$430.23M
0.74%
Sole
901.68K
Shared
1.16K
None
0.00
MICRON TECHNOLOGY INC
DFNDShares1.12M
TypeSH
Market value$376.90M
0.65%
Sole
1.11M
Shared
12.23K
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares1.78M
TypeSH
Market value$361.25M
0.62%
Sole
1.76M
Shared
23.48K
None
0.00
CISCO SYS INC
DFNDShares4.44M
TypeSH
Market value$343.18M
0.59%
Sole
4.25M
Shared
188.35K
None
0.00
COSTCO WHSL CORP NEW
DFNDShares331.30K
TypeSH
Market value$328.09M
0.56%
Sole
330.42K
Shared
888.00
None
0.00
ABBVIE INC
DFNDShares1.52M
TypeSH
Market value$328.02M
0.56%
Sole
1.43M
Shared
96.66K
None
0.00
EXXON MOBIL CORP
DFNDShares1.93M
TypeSH
Market value$325.78M
0.56%
Sole
1.80M
Shared
131.47K
None
0.00
APPLIED MATLS INC
DFNDShares915.54K
TypeSH
Market value$310.77M
0.53%
Sole
913.23K
Shared
2.31K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 21.99M | SH | $3.84B 6.61% | 21.78M | 208.42K | 0.00 |
APPLE INCDFND | COM | 11.19M | SH | $2.83B 4.87% | 11.07M | 115.93K | 0.00 |
MICROSOFT CORPDFND | COM | 6.80M | SH | $2.52B 4.33% | 6.58M | 219.30K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 6.96M | SH | $1.99B 3.43% | 6.64M | 312.57K | 0.00 |
AMAZON COM INCDFND | COM | 9.46M | SH | $1.97B 3.38% | 9.24M | 218.95K | 0.00 |
META PLATFORMS INCDFND | CL A | 2.13M | SH | $1.21B 2.08% | 2.07M | 56.84K | 0.00 |
BROADCOM INCDFND | COM | 3.78M | SH | $1.17B 2.02% | 3.73M | 49.93K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 3.99M | SH | $1.13B 1.95% | 3.98M | 8.41K | 0.00 |
TESLA INCDFND | COM | 1.85M | SH | $681.24M 1.17% | 1.84M | 4.49K | 0.00 |
VISA INCDFND | COM CL A | 2.13M | SH | $643.34M 1.11% | 1.89M | 240.94K | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 1.90M | SH | $555.21M 0.96% | 1.88M | 19.98K | 0.00 |
ELI LILLY & CODFND | COM | 593.17K | SH | $544.46M 0.94% | 584.60K | 8.57K | 0.00 |
JOHNSON & JOHNSONDFND | COM | 2.20M | SH | $529.65M 0.91% | 2.14M | 59.76K | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 1.02M | SH | $509.18M 0.88% | 924.17K | 97.23K | 0.00 |
NETFLIX INCDFND | COM | 4.77M | SH | $460.14M 0.79% | 4.71M | 57.91K | 0.00 |
WALMART INCDFND | COM | 3.70M | SH | $458.18M 0.79% | 3.70M | 2.65K | 0.00 |
LINDE PLCDFND | SHS | 868.45K | SH | $430.49M 0.74% | 856.13K | 12.32K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 902.84K | SH | $430.23M 0.74% | 901.68K | 1.16K | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 1.12M | SH | $376.90M 0.65% | 1.11M | 12.23K | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 1.78M | SH | $361.25M 0.62% | 1.76M | 23.48K | 0.00 |
CISCO SYS INCDFND | COM | 4.44M | SH | $343.18M 0.59% | 4.25M | 188.35K | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 331.30K | SH | $328.09M 0.56% | 330.42K | 888.00 | 0.00 |
ABBVIE INCDFND | COM | 1.52M | SH | $328.02M 0.56% | 1.43M | 96.66K | 0.00 |
EXXON MOBIL CORPDFND | COM | 1.93M | SH | $325.78M 0.56% | 1.80M | 131.47K | 0.00 |
APPLIED MATLS INCDFND | COM | 915.54K | SH | $310.77M 0.53% | 913.23K | 2.31K | 0.00 |
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