Universal- Beteiligungs- und Servicegesellschaft mbH Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$56.5B

Holdings

2,004

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,004 positions)

StockValue
CFGCITIZENS FINL GROUP INC
$18.4M
CDWCDW CORP
$18.4M
MAAMID-AMER APT CMNTYS INC
$18.4M
TROWPRICE T ROWE GROUP INC
$18.4M
PNRPENTAIR PLC
$18.3M
WBDWARNER BROS DISCOVERY INC
$18.0M
POOLPOOL CORP
$18.0M
WRBBERKLEY W R CORP
$17.9M
CWCURTISS WRIGHT CORP
$17.5M
NUENUCOR CORP
$17.5M
MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.
$17.5M
DGDOLLAR GEN CORP NEW
$17.3M
RRYDER SYS INC
$17.2M
SANMSANMINA CORPORATION
$17.2M
RFREGIONS FINANCIAL CORP NEW
$16.9M
FSSFEDERAL SIGNAL CORP
$16.9M
RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC
$16.8M
HSTHOST HOTELS & RESORTS INC
$16.8M
NRANRG ENERGY INC
$16.8M
CVLTCOMMVAULT SYS INC
$16.8M
NOCNORTHROP GRUMMAN CORP
$16.8M
NDSNNORDSON CORP
$16.7M
MASMASCO CORP
$16.6M
TWTRADEWEB MKTS INC
$16.6M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$16.5M
RGAREINSURANCE GRP OF AMERICA I
$16.5M
BRXBRIXMOR PPTY GROUP INC
$16.5M
FANGDIAMONDBACK ENERGY INC
$16.4M
ELSEQUITY LIFESTYLE PPTYS INC
$16.3M
NTNXNUTANIX INC
$16.3M
HSYHERSHEY CO
$16.3M
RJFRAYMOND JAMES FINL INC
$16.2M
MTGMGIC INVT CORP WIS
$16.1M
ILMNILLUMINA INC
$16.0M
CDECOEUR MNG INC
$16.0M
MOHMOLINA HEALTHCARE INC
$16.0M
COIN 0.25 04/01/30COINBASE GLOBAL INC
$15.9M
IBKRINTERACTIVE BROKERS GROUP IN
$15.9M
HASIHA SUSTAINABLE INFRA CAP INC
$15.8M
PHMPULTE GROUP INC
$15.8M
COSCNO FINL GROUP INC
$15.8M
IMOIMPERIAL OIL LTD
$15.8M
MTBM & T BK CORP
$15.7M
GLWCORNING INC
$15.6M
FTITECHNIPFMC PLC
$15.6M
CLXCLOROX CO DEL
$15.5M
DDOMINION ENERGY INC
$15.5M
AHRAMERICAN HEALTHCARE REIT INC
$15.5M
NVRNVR INC
$15.2M
BROBROWN & BROWN INC
$15.2M
SBCSABRA HEALTH CARE REIT INC
$15.2M
DRIDARDEN RESTAURANTS INC
$15.2M
BAXBAXTER INTL INC
$15.2M
WYWEYERHAEUSER CO MTN BE
$15.1M
EQTEQT CORP
$15.0M
GTESGATES INDL CORP PLC
$14.9M
GPNGLOBAL PMTS INC
$14.9M
ZMZOOM COMMUNICATIONS INC
$14.8M
DISNEY WALT CO
$14.8M
MGNIMAGNITE INC
$14.8M
SNASNAP ON INC
$14.8M
RDDTREDDIT INC
$14.7M
DDDUPONT DE NEMOURS INC
$14.7M
STZCONSTELLATION BRANDS INC
$14.6M
ACMAECOM
$14.6M
DPZDOMINOS PIZZA INC
$14.6M
WSMWILLIAMS SONOMA INC
$14.5M
CCLCARNIVAL CORP
$14.5M
SSNCSS&C TECHNOLOGIES HLDGS INC
$14.5M
SMCISUPER MICRO COMPUTER INC
$14.4M
ADMARCHER DANIELS MIDLAND CO
$14.3M
BALLBALL CORP
$14.3M
MLMMARTIN MARIETTA MATLS INC
$14.0M
TDYTELEDYNE TECHNOLOGIES INC
$13.9M
CRSCARPENTER TECHNOLOGY CORP
$13.9M
FOXAFOX CORP
$13.9M
GPCGENUINE PARTS CO
$13.9M
TYLTYLER TECHNOLOGIES INC
$13.9M
DTDYNATRACE INC
$13.9M
NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION
$13.8M
PSN 2.625 03/01/29PARSONS CORP DEL
$13.8M
AMDADVANCED MICRO DEVICES INC
$13.8M
$13.7M
RELYREMITLY GLOBAL INC
$13.7M
REXRREXFORD INDL RLTY INC
$13.6M
QRVOQORVO INC
$13.6M
ONON SEMICONDUCTOR CORP
$13.5M
GPORGULFPORT ENERGY CORP
$13.5M
TLRYEURTILRAY BRANDS INC
$13.5M
EPREPR PPTYS
$13.4M
HEIHEICO CORP NEW
$13.4M
AIZASSURANT INC
$13.3M
UALUNITED AIRLS HLDGS INC
$13.3M
OMCOMNICOM GROUP INC
$13.3M
EHCENCOMPASS HEALTH CORP
$13.2M
KELKELLANOVA
$13.2M
SJMSMUCKER J M CO
$13.1M
MKLMARKEL GROUP INC
$13.1M
JBHTHUNT J B TRANS SVCS INC
$13.1M
FITBFIFTH THIRD BANCORP
$13.1M
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