Filed: 8/6/2026ACC: 0002057170-26-000021
📋 What this filing means
UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH filed this quarterly 13F‑HR report disclosing 2122 equity positions with a total reported market value of $65.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2122
Positions
$65.42B
Total AUM (reported)
1.38B
Total Shares
Allocation by class
COM$49.06B75.0%
CL A$3.62B5.5%
COM NEW$2.57B3.9%
CAP STK CL A$2.31B3.5%
SHS$1.47B2.3%
COM CL A$1.39B2.1%
CAP STK CL C$1.31B2.0%
Portfolio Concentration
Top 3$9.82B15.0%
4–10$10.50B16.1%
11–25$7.94B12.1%
Rest$37.15B56.8%
Top 3 weight
15.0%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 1.37B
Sole
Full voting authority
468.49M
shares
% of voting shares34.3%
Shared
Joint voting authority
14.11M
shares
% of voting shares1.0%
None
No voting authority
883.55M
shares
% of voting shares64.7%
Investment Discretion (by position count)
Sole0
Shared0
Other2122
Dominant voting typeNone · 64.7% of voting shares
Institutional Holdings2122
Rows:
NVIDIA CORPORATION
DFNDShares20.96M
TypeSH
Market value$4.20B
6.42%
Sole
20.75M
Shared
205.04K
None
0.00
APPLE INC
DFNDShares10.94M
TypeSH
Market value$3.15B
4.81%
Sole
10.79M
Shared
147.05K
None
0.00
MICROSOFT CORP
DFNDShares6.63M
TypeSH
Market value$2.47B
3.78%
Sole
6.37M
Shared
256.72K
None
0.00
ALPHABET INC
DFNDShares6.50M
TypeSH
Market value$2.31B
3.53%
Sole
6.24M
Shared
262.34K
None
0.00
AMAZON COM INC
DFNDShares9.07M
TypeSH
Market value$2.15B
3.29%
Sole
8.86M
Shared
206.95K
None
0.00
BROADCOM INC
DFNDShares3.79M
TypeSH
Market value$1.43B
2.19%
Sole
3.72M
Shared
63K
None
0.00
ALPHABET INC
DFNDShares3.76M
TypeSH
Market value$1.31B
2.00%
Sole
3.75M
Shared
8.41K
None
0.00
MICRON TECHNOLOGY INC
DFNDShares1.02M
TypeSH
Market value$1.18B
1.80%
Sole
1.01M
Shared
10.31K
None
0.00
META PLATFORMS INC
DFNDShares1.97M
TypeSH
Market value$1.10B
1.69%
Sole
1.91M
Shared
63.06K
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares1.76M
TypeSH
Market value$1.01B
1.55%
Sole
1.75M
Shared
18.48K
None
0.00
TESLA INC
DFNDShares1.80M
TypeSH
Market value$751.68M
1.15%
Sole
1.80M
Shared
4.49K
None
0.00
ELI LILLY & CO
DFNDShares610.13K
TypeSH
Market value$729.27M
1.11%
Sole
601.55K
Shared
8.57K
None
0.00
VISA INC
DFNDShares2.09M
TypeSH
Market value$716.37M
1.10%
Sole
1.87M
Shared
223.82K
None
0.00
APPLIED MATLS INC
DFNDShares874.44K
TypeSH
Market value$625.90M
0.96%
Sole
864.83K
Shared
9.61K
None
0.00
LAM RESEARCH CORP
DFNDShares1.35M
TypeSH
Market value$586.48M
0.90%
Sole
1.35M
Shared
2.78K
None
0.00
JPMORGAN CHASE & CO.
DFNDShares1.70M
TypeSH
Market value$551.74M
0.84%
Sole
1.68M
Shared
18.47K
None
0.00
JOHNSON & JOHNSON
DFNDShares2.21M
TypeSH
Market value$551.53M
0.84%
Sole
2.15M
Shared
59.76K
None
0.00
CISCO SYS INC
DFNDShares4.25M
TypeSH
Market value$495.81M
0.76%
Sole
4.05M
Shared
206.01K
None
0.00
MASTERCARD INCORPORATED
DFNDShares964.83K
TypeSH
Market value$494.21M
0.76%
Sole
870.39K
Shared
94.45K
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares872.85K
TypeSH
Market value$434.05M
0.66%
Sole
871.69K
Shared
1.16K
None
0.00
LINDE PLC
DFNDShares818.05K
TypeSH
Market value$424.40M
0.65%
Sole
805.73K
Shared
12.32K
None
0.00
INTEL CORP
DFNDShares3.02M
TypeSH
Market value$415.20M
0.63%
Sole
3.01M
Shared
8.60K
None
0.00
WALMART INC
DFNDShares3.65M
TypeSH
Market value$412.11M
0.63%
Sole
3.63M
Shared
19.83K
None
0.00
KLA CORP
DFNDShares1.30M
TypeSH
Market value$392.79M
0.60%
Sole
1.30M
Shared
2.18K
None
0.00
ABBVIE INC
DFNDShares1.45M
TypeSH
Market value$358.27M
0.55%
Sole
1.38M
Shared
64.73K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 20.96M | SH | $4.20B 6.42% | 20.75M | 205.04K | 0.00 |
APPLE INCDFND | COM | 10.94M | SH | $3.15B 4.81% | 10.79M | 147.05K | 0.00 |
MICROSOFT CORPDFND | COM | 6.63M | SH | $2.47B 3.78% | 6.37M | 256.72K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 6.50M | SH | $2.31B 3.53% | 6.24M | 262.34K | 0.00 |
AMAZON COM INCDFND | COM | 9.07M | SH | $2.15B 3.29% | 8.86M | 206.95K | 0.00 |
BROADCOM INCDFND | COM | 3.79M | SH | $1.43B 2.19% | 3.72M | 63K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 3.76M | SH | $1.31B 2.00% | 3.75M | 8.41K | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 1.02M | SH | $1.18B 1.80% | 1.01M | 10.31K | 0.00 |
META PLATFORMS INCDFND | CL A | 1.97M | SH | $1.10B 1.69% | 1.91M | 63.06K | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 1.76M | SH | $1.01B 1.55% | 1.75M | 18.48K | 0.00 |
TESLA INCDFND | COM | 1.80M | SH | $751.68M 1.15% | 1.80M | 4.49K | 0.00 |
ELI LILLY & CODFND | COM | 610.13K | SH | $729.27M 1.11% | 601.55K | 8.57K | 0.00 |
VISA INCDFND | COM CL A | 2.09M | SH | $716.37M 1.10% | 1.87M | 223.82K | 0.00 |
APPLIED MATLS INCDFND | COM | 874.44K | SH | $625.90M 0.96% | 864.83K | 9.61K | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 1.35M | SH | $586.48M 0.90% | 1.35M | 2.78K | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 1.70M | SH | $551.74M 0.84% | 1.68M | 18.47K | 0.00 |
JOHNSON & JOHNSONDFND | COM | 2.21M | SH | $551.53M 0.84% | 2.15M | 59.76K | 0.00 |
CISCO SYS INCDFND | COM | 4.25M | SH | $495.81M 0.76% | 4.05M | 206.01K | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 964.83K | SH | $494.21M 0.76% | 870.39K | 94.45K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 872.85K | SH | $434.05M 0.66% | 871.69K | 1.16K | 0.00 |
LINDE PLCDFND | SHS | 818.05K | SH | $424.40M 0.65% | 805.73K | 12.32K | 0.00 |
INTEL CORPDFND | COM | 3.02M | SH | $415.20M 0.63% | 3.01M | 8.60K | 0.00 |
WALMART INCDFND | COM | 3.65M | SH | $412.11M 0.63% | 3.63M | 19.83K | 0.00 |
KLA CORPDFND | COM NEW | 1.30M | SH | $392.79M 0.60% | 1.30M | 2.18K | 0.00 |
ABBVIE INCDFND | COM | 1.45M | SH | $358.27M 0.55% | 1.38M | 64.73K | 0.00 |
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