Universal- Beteiligungs- und Servicegesellschaft mbH
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$58.1B
Holdings
2,060
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (9.1k shares)
6.6%
02
$AAPL
APPLE INC
Q1 2026: New position (8.8k shares)
4.9%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (2.3k shares)
4.3%
04
$GOOGL
ALPHABET INC
Q1 2026: New position (730 shares)
3.4%
05
$AMZN
AMAZON COM INC
Q1 2026: New position (5.3k shares)
3.4%
06
$META
META PLATFORMS INC
Held since at least Q1 2024
2.1%
07
$AVGO
BROADCOM INC
Held since at least Q1 2024
2.0%
08
$GOOG
ALPHABET INC
Held since at least Q1 2024
1.9%
09
$TSLA
TESLA INC
Held since at least Q1 2024
1.2%
10
$V
VISA INC
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.