Institutional filer · SEC 13F · Q4 2024
Universal- Beteiligungs- und Servicegesellschaft mbH
The reported 13F portfolio of Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 2057170) - top holdings, how concentrated the book is, and what changed last quarter.
- $50.6B
- Reported book
- 1,006
- Positions
- #5
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Universal- Beteiligungs- und Servicegesellschaft mbH ranks #5 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $50.6B across 1,006 positions, a broadly diversified portfolio.
- $50.6B
- reported 13F value
- 1,006
- disclosed positions
- 6.0%
- in MICROSOFT CORP
- #5
- of 360 filers
Top-5 share 24.0% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Universal- Beteiligungs- und Servicegesellschaft mbH ranks #5 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Universal- Beteiligungs- und Servicegesellschaft mbH sits by disclosed position count
Universal- Beteiligungs- und Servicegesellschaft mbH reports 1,006 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Universal- Beteiligungs- und Servicegesellschaft mbH vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
1,006 26th of 360 higher than 334 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Universal- Beteiligungs- und Servicegesellschaft mbH reports a book ($50.59B) concentrated across only 1,006 disclosed positions -- fewer than the 1,922-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2057170 · Q4 2024 $50.6B book
BOOK-MEGA · POS-WIDE · CONC-MID · LEAD-MIX · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-MEGA #5/360
- POS-WIDE 1,006 names
- CONC-MID 24% top-5
- LEAD-MIX 6.0% top
- NEAR-PEER Squarepoint Ops
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Squarepoint Ops LLC
Read with: How to read 13F filings - 1,006 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · Universal- Beteiligungs- und Servicegesells…
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$50.6B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | MICROSOFT CORP | $3.0B | 6.0% |
| 2 | NVIDIA CORPORATION | $3.0B | 5.9% |
| 3 | APPLE INC | $2.7B | 5.3% |
| 4 | AMAZON COM INC | $2.0B | 4.0% |
| 5 | ALPHABET INC | $1.4B | 2.7% |
| 6 | META PLATFORMS INC | $1.2B | 2.3% |
| 7 | BROADCOM INC | $873.4M | 1.7% |
| 8 | TESLA INC | $810.3M | 1.6% |
| 9 | ALPHABET INC | $786.9M | 1.6% |
| 10 | VISA INC | $673.7M | 1.3% |
| 11 | MASTERCARD INCORPORATED | $561.3M | 1.1% |
| 12 | JPMORGAN CHASE & CO. | $454.0M | 0.9% |
| 13 | ELI LILLY & CO | $406.0M | 0.8% |
| 14 | BERKSHIRE HATHAWAY INC DEL | $401.7M | 0.8% |
| 15 | SALESFORCE INC | $392.6M | 0.8% |
| 16 | LINDE PLC | $387.0M | 0.8% |
| 17 | UNITEDHEALTH GROUP INC | $367.5M | 0.7% |
| 18 | ADOBE INC | $365.7M | 0.7% |
| 19 | NETFLIX INC | $355.1M | 0.7% |
| 20 | JOHNSON & JOHNSON | $349.2M | 0.7% |
| 21 | PROCTER AND GAMBLE CO | $310.7M | 0.6% |
| 22 | COSTCO WHSL CORP NEW | $280.0M | 0.6% |
| 23 | HOME DEPOT INC | $275.4M | 0.5% |
| 24 | ABBVIE INC | $273.3M | 0.5% |
| 25 | BOOKING HOLDINGS INC | $252.6M | 0.5% |
Latest Quarter Trades · Q4 2024
New positions (200)
Frequently Asked Questions
- How big is Universal- Beteiligungs- und Servicegesellschaft mbH's 13F portfolio?
- Universal- Beteiligungs- und Servicegesellschaft mbH reports $50.6B of long US-equity positions across 1,006 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Universal- Beteiligungs- und Servicegesellschaft mbH sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Universal- Beteiligungs- und Servicegesellschaft mbH ranks #5 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Universal- Beteiligungs- und Servicegesellschaft mbH's largest position?
- Universal- Beteiligungs- und Servicegesellschaft mbH's largest reported position is MICROSOFT CORP at $3.0B, about 6.0% of its reported book as of Q4 2024.
- What did Universal- Beteiligungs- und Servicegesellschaft mbH trade last quarter?
- In its Q4 2024 filing, Universal- Beteiligungs- und Servicegesellschaft mbH opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Universal- Beteiligungs- und Servicegesellschaft mbH: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($50.6B here).
Similar holding count
Nearest filers by number of disclosed positions (1,006 here).
Using this filing
- The rankings sort every tracked filer the same way Universal- Beteiligungs- und Servicegesellschaft mbH was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Squarepoint Ops LLC reported the nearest book value ($48.1B) this quarter, a useful scale comparison for Universal- Beteiligungs- und Servicegesellschaft mbH. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.