Universal- Beteiligungs- und Servicegesellschaft mbH
•CIK: 2057170•Filing: Q4 2025
Universal- Beteiligungs- und Servicegesellschaft mbH, managed by the renowned duo of Hans-Georg Elsner and Jörg Kukies, maintains a concentrated portfolio with significant positions in tech giants like NVDA, MSFT, and AAPL. Recently, the fund has shown agility by adding high-growth names such as VYLD and CACC, while making notable exits from BACRP, reflecting a strategic pivot towards sectors with strong growth potential.
Total AUM
$60.5B
+ $4.0M in options
QoQ Performance
+2.8%
Positions
1,902
+ 10 options
Top 10 Concentration
42.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
MSFT
AAPL
NVDA6.9%
MSFT5.6%
AAPL5.0%
AMZN3.6%
GOOGL3.6%
AVGO2.3%
META2.2%
GOOG2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.1%
Other23.4%
Consumer10.4%
Financial8.6%
Healthcare6.8%
Communication2.6%
Industrial2.1%
Real Estate1.3%
🚪 Exited Positionssold since Q3 2025
+1753 more exited positions
Changes from Q3 2025
↑116 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024