Institutional manager
Universal- Beteiligungs- und Servicegesellschaft mbH
Holds positions in 480 of the S&P 500, worth $50.1bn as reported for the quarter ended 31-mar-2026.
Positions held480of 488 index companies covered
Reported value$50.1bnS&P 500 positions only
Top ten weight37%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 480 held. The rest are smaller than every one of these.
NvidiaNVDA22.0m$3.84bnInformation TechnologyAlphabet Inc. (Class A)GOOGL10.9m$3.12bnCommunication ServicesApple Inc.AAPL11.2m$2.83bnInformation TechnologyMicrosoftMSFT6.8m$2.52bnInformation TechnologyAmazonAMZN9.5m$1.97bnConsumer DiscretionaryMeta PlatformsMETA2.1m$1.21bnCommunication ServicesBroadcomAVGO3.8m$1.17bnInformation TechnologyTesla, Inc.TSLA1.8m$681mConsumer DiscretionaryVisa Inc.V2.1m$643mFinancialsJPMorgan ChaseJPM1.9m$555mFinancialsLilly (Eli)LLY593,169$544mHealth CareJohnson & JohnsonJNJ2.2m$530mHealth CareBerkshire HathawayBRK.B902,970$521mFinancialsMastercardMA1.0m$509mFinancialsNetflixNFLX4.8m$460mCommunication ServicesWalmartWMT3.7m$458mConsumer StaplesLinde plcLIN868,449$430mMaterialsMicron TechnologyMU1.1m$377mInformation TechnologyAdvanced Micro DevicesAMD1.8m$361mInformation TechnologyCiscoCSCO4.4m$343mInformation TechnologyCostcoCOST331,303$328mConsumer StaplesAbbVieABBV1.5m$328mHealth CareExxonMobilXOM1.9m$326mEnergyApplied MaterialsAMAT915,541$311mInformation TechnologyLam ResearchLRCX1.4m$305mInformation TechnologyProcter & GamblePG2.0m$296mConsumer StaplesSalesforceCRM1.5m$283mInformation TechnologyMcDonald'sMCD895,828$278mConsumer DiscretionaryPepsiCoPEP1.7m$267mConsumer StaplesCoca-Cola Company (The)KO3.4m$254mConsumer StaplesMerck & Co.MRK2.1m$247mHealth CareBank of AmericaBAC5.0m$242mFinancialsHome Depot (The)HD721,705$238mConsumer DiscretionaryWelltowerWELL1.2m$232mReal EstatePalantir TechnologiesPLTR1.6m$232mInformation TechnologyEquinixEQIX229,141$224mReal EstateIntuitINTU503,785$218mInformation TechnologyPrologisPLD1.6m$216mReal EstateWells FargoWFC2.7m$214mFinancialsNextEra EnergyNEE2.3m$211mUtilitiesBooking HoldingsBKNG49,225$207mConsumer DiscretionaryAdobe Inc.ADBE836,443$204mInformation TechnologyQualcommQCOM1.6m$204mInformation TechnologyWalt Disney Company (The)DIS2.1m$198mCommunication ServicesOracle CorporationORCL1.4m$198mInformation TechnologyChevron CorporationCVX959,489$198mEnergyCaterpillar Inc.CAT282,491$197mIndustrialsAnalog DevicesADI596,587$189mInformation TechnologyAmerican ExpressAXP620,937$187mFinancialsS&P GlobalSPGI435,387$185mFinancialsIBMIBM771,059$185mInformation TechnologyKLA CorporationKLAC125,525$184mInformation TechnologyMorgan StanleyMS1.1m$183mFinancialsGilead SciencesGILD1.3m$183mHealth CareUnitedHealth GroupUNH639,995$183mHealth CarePalo Alto NetworksPANW1.1m$182mInformation TechnologyAmphenolAPH1.4m$182mInformation TechnologyDigital RealtyDLR1.0m$181mReal EstateTJX CompaniesTJX1.1m$177mConsumer DiscretionaryNewmontNEM1.6m$176mMaterials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.