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Universal- Beteiligungs- Und Servicegesellschaft MBH
Universal- Beteiligungs- und Servicegesellschaft mbH is part of the Universal Investment group, one of Europe's leading fund service platforms and Super ManCos headquartered in Frankfurt am Main, Germany. The firm provides fund management, administration, and related investment services for asset managers, wealth managers, institutional investors, fintechs, pension funds, foundations, and insurance companies. Founded over 55 years ago, the Universal Investment group employs around 1,700 staff, servicing more than 5,000 fund and investment mandates across securities, real estate, and alternative investments, focusing on regulatory, operational, and reporting support for institutional clients.
Investment Strategy
Universal- Beteiligungs- und Servicegesellschaft mbH, as part of Universal Investment, offers a platform for fund managers and institutional investors to structure, administer, and distribute investment vehicles efficiently and transparently. Their strategy emphasizes operational excellence, regulatory compliance, and providing access to major European fund domiciles (Frankfurt, Luxembourg, Dublin). The firm supports investments across all asset classes, focusing on security for institutional owners and operational freedom for asset managers, with growing expertise in rule-based portfolio management, ESG, and digital asset solutions.
Latest 13F Filing Activity
Universal- Beteiligungs- Und Servicegesellschaft MBH filed their most recent 13F report on Jun 30, 2025 disclosing 1,798 equity positions with a total 13F market value of $57B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Universal- Beteiligungs- Und Servicegesellschaft MBH reduced exposure to Unitedhealth Group Inc., Apple Inc., Amgen Inc. among others.
Top Holdings
Equity Positions (1,798)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.37% | $3.60B | 7,234,177 | $422.44 | $497.41 | +$916.2M |
N NVDA | NVIDIA CORPORATION | 6.19% | $3.50B | 22,156,349 | $134.47 | $157.99 | +$1.12B |
A AAPL | APPLE INC | 3.96% | $2.24B | 10,905,219 | $249.57 | $205.17 | -$139.7M |
A AMZN | AMAZON COM INC | 3.58% | $2.03B | 9,236,636 | $219.39 | $219.39 | +$308.9M |
M META | META PLATFORMS INC | 2.70% | $1.53B | 2,067,907 | $594.63 | $738.09 | +$405.7M |
Industry Allocation
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