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Universal- Beteiligungs- und Servicegesellschaft mbH 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Universal- Beteiligungs- und Servicegesellschaft mbH
报告期 2026-03-31 · CIK 0002057170
持仓数
2,069
前50大市值合计
$30.07B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 2
增持 65
减持 80
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$896.8M
6,797,181
-4%
减持
NVDA
NVIDIA CORPORATION
-$311.7M
21,987,356
-1%
增持
AMZN
AMAZON COM INC
-$216.6M
9,493,296
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AAPL
APPLE INC
-$214.2M
11,190,562
-0%
减持
GOOGL
ALPHABET INC
-$189.2M
6,955,796
-1%
减持
AVGO
BROADCOM INC
-$187.9M
3,784,475
-3%
增持
WMT
WALMART INC
+$142.2M
3,698,323
+30%
增持
META
META PLATFORMS INC
-$142.2M
2,126,432
+3%
减持
GOOG
ALPHABET INC
-$135.9M
3,989,000
-2%
减持
V
VISA INC
-$121.1M
2,129,523
-2%
增持
TSLA
TESLA INC
-$114.3M
1,847,482
+4%
减持
MA
MASTERCARD INCORPORATED
-$111.1M
1,021,403
-6%
增持
—
EXXON MOBIL CORP
+$109.3M
1,928,030
+7%
增持
ADBE
ADOBE INC
-$105.9M
886,443
+0%
减持
LLY
ELI LILLY & CO
-$98.5M
593,169
-1%
建仓
SUNB
SUNBELT RENTALS HOLDINGS INC
+$96.6M
1,541,104
增持
CRM
SALESFORCE INC
-$93.1M
1,511,632
+7%
减持
NOW
SERVICENOW INC
-$91.7M
1,325,980
-12%
减持
APP
APPLOVIN CORP
-$89.4M
276,124
-6%
增持
MU
MICRON TECHNOLOGY INC
+$88.7M
1,120,433
+11%
清仓
—
QIAGEN NV
-$81.0M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$79.4M
1,899,884
-4%
增持
JNJ
JOHNSON & JOHNSON
+$79.3M
2,198,866
+0%
增持
INTU
INTUIT
-$76.9M
503,785
+13%
增持
CVX
CHEVRON CORP NEW
+$75.8M
959,489
+20%
减持
BKNG
BOOKING HOLDINGS INC
-$70.8M
49,225
-5%
增持
—
LINDE PLC
+$70.7M
868,449
+3%
减持
ORCL
ORACLE CORP
-$68.7M
1,307,755
-3%
减持
—
DUKE ENERGY CORP NEW
-$66.7M
12,800,000
-84%
减持
AMAT
APPLIED MATLS INC
+$63.8M
915,541
-5%
减持
SPGI
S&P GLOBAL INC
-$61.8M
435,387
-8%
增持
WDC
WESTERN DIGITAL CORP
+$61.5M
473,874
+23%
减持
—
ACCENTURE PLC IRELAND
-$60.5M
572,422
-12%
减持
BLK
BLACKROCK INC
-$57.8M
114,744
-26%
建仓
—
QIAGEN NV
+$57.3M
1,431,634
增持
—
WESTERN DIGITAL CORP
+$57.0M
9,167,000
+380%
减持
DHR
DANAHER CORPORATION
-$52.9M
725,231
-13%
增持
COST
COSTCO WHSL CORP NEW
+$52.7M
331,303
+3%
减持
BAC
BANK AMERICA CORP
-$49.4M
4,979,383
-6%
增持
COP
CONOCOPHILLIPS
+$48.4M
782,451
+35%
减持
LRCX
LAM RESEARCH CORP
+$47.6M
1,429,231
-5%
减持
AXP
AMERICAN EXPRESS CO
-$46.2M
620,937
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$45.8M
332,931
-5%
减持
MELI
MERCADOLIBRE INC
-$45.7M
142,882
-2%
增持
CAT
CATERPILLAR INC
+$45.6M
282,491
+6%
减持
UBER
UBER TECHNOLOGIES INC
-$44.0M
2,383,962
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$42.5M
319,489
-7%
减持
—
SPOTIFY TECHNOLOGY S A
-$41.8M
302,984
-7%
增持
KLAC
KLA CORP
+$41.6M
125,525
+7%
减持
DIS
DISNEY WALT CO
-$41.2M
2,058,408
-2%
减持
EQIX
EQUINIX INC
+$38.9M
229,141
-5%
减持
PYPL
PAYPAL HLDGS INC
-$38.3M
1,148,749
-26%
减持
ADSK
AUTODESK INC
-$38.0M
478,006
-7%
减持
—
AMERICAN WTR CAP CORP
-$37.4M
19,744,000
-66%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$35.1M
771,059
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
-$35.1M
1,541,012
+12%
增持
UNH
UNITEDHEALTH GROUP INC
-$34.4M
639,995
+1%
增持
PEP
PEPSICO INC
+$34.1M
1,716,517
+6%
增持
WFC
WELLS FARGO CO NEW
-$33.6M
2,699,453
+1%
增持
NEE
NEXTERA ENERGY INC
+$33.4M
2,265,422
+3%
清仓
—
ALLIANT ENERGY CORP
-$33.3M
0
-100%
减持
DASH
DOORDASH INC
-$33.1M
338,057
-9%
增持
QCOM
QUALCOMM INC
-$32.9M
1,580,612
+15%
减持
BX
BLACKSTONE INC
-$32.6M
506,691
-14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$32.3M
3,483,402
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$31.0M
499,572
-3%
减持
SNPS
SYNOPSYS INC
-$30.9M
201,086
-14%
增持
VRT
VERTIV HOLDINGS CO
+$30.8M
329,060
+4%
增持
MCD
MCDONALDS CORP
+$30.7M
895,828
+11%
增持
HON
HONEYWELL INTL INC
+$30.4M
510,795
+18%
增持
CSCO
CISCO SYS INC
+$30.2M
4,442,667
+9%
减持
GS
GOLDMAN SACHS GROUP INC
-$28.5M
182,938
-12%
增持
DLR
DIGITAL RLTY TR INC
+$28.5M
1,002,207
+2%
增持
INTC
INTEL CORP
+$28.2M
3,408,361
+4%
减持
ROP
ROPER TECHNOLOGIES INC
-$28.1M
124,244
-23%
增持
SLB
SCHLUMBERGER LTD
+$27.5M
1,587,193
+13%
减持
ULTA
ULTA BEAUTY INC
-$27.3M
192,870
-9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$26.8M
1,655,855
+13%
减持
ADI
ANALOG DEVICES INC
+$26.3M
596,587
-1%
增持
PG
PROCTER AND GAMBLE CO
+$25.3M
2,044,704
+9%
减持
GE
GE AEROSPACE
-$25.1M
602,721
-5%
减持
C
CITIGROUP INC
-$24.9M
1,098,177
-14%
减持
WDAY
WORKDAY INC
-$24.8M
201,310
-15%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$24.6M
1,752,912
-11%
增持
NFLX
NETFLIX INC
+$24.5M
4,771,103
+3%
减持
GEV
GE VERNOVA INC
+$24.4M
158,035
-9%
增持
AZO
AUTOZONE INC
+$23.9M
23,903
+43%
增持
GLW
CORNING INC
+$23.9M
394,750
+17%
增持
GILD
GILEAD SCIENCES INC
+$23.7M
1,333,114
+2%
减持
ZS
ZSCALER INC
-$23.0M
104,192
-38%
清仓
—
TYLER TEX INDPT SCH DIST
-$22.6M
0
-100%
增持
ABT
ABBOTT LABS
-$22.4M
1,413,906
+5%
减持
FSLR
FIRST SOLAR INC
-$22.4M
212,302
-13%
减持
MET
METLIFE INC
-$22.0M
490,353
-31%
增持
SNDK
SANDISK CORP
+$22.0M
47,159
+41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.8M
902,843
-0%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$21.5M
556,759
-28%
减持
NKE
NIKE INC
-$21.4M
1,235,285
-11%
减持
XYL
XYLEM INC
-$20.9M
491,268
-16%
增持
CF
CF INDS HLDGS INC
+$20.7M
376,375
+4%
减持
VLO
VALERO ENERGY CORP
+$20.1M
329,875
-12%
减持
ABBV
ABBVIE INC
-$19.9M
1,523,584
-1%
减持
INVH
INVITATION HOMES INC
-$19.8M
1,094,126
-35%
增持
AXON
AXON ENTERPRISE INC
-$19.8M
159,535
+3%
减持
AMP
AMERIPRISE FINL INC
-$19.7M
136,428
-16%
减持
T
AT&T INC
+$19.5M
5,164,794
-1%
减持
LITE
LUMENTUM HLDGS INC
+$19.4M
77,388
-18%
增持
COF
CAPITAL ONE FINL CORP
-$19.4M
342,509
+1%
增持
MTDR
MATADOR RES CO
+$19.3M
462,549
+98%
增持
TXN
TEXAS INSTRS INC
+$19.3M
837,567
+2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$19.3M
1,433,495
-9%
增持
HPQ
HP INC
+$19.3M
3,347,400
+69%
减持
AJG
GALLAGHER ARTHUR J & CO
-$19.0M
340,214
-5%
减持
HOOD
ROBINHOOD MKTS INC
-$19.0M
277,127
-17%
减持
ROL
ROLLINS INC
-$18.8M
228,295
-56%
减持
ANET
ARISTA NETWORKS INC
-$18.4M
973,747
-7%
增持
AMGN
AMGEN INC
+$18.2M
486,294
+4%
减持
KO
COCA COLA CO
+$18.2M
3,355,312
-1%
增持
WMB
WILLIAMS COS INC
+$18.1M
804,630
+20%
增持
—
BLACKLINE INC
+$18.0M
19,950,000
+2560%
减持
KKR
KKR & CO INC
-$17.7M
289,632
-17%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$17.6M
1,544,628
-15%
减持
MCO
MOODYS CORP
-$17.6M
181,695
-4%
增持
FAST
FASTENAL CO
+$17.6M
1,167,617
+29%
减持
DDOG
DATADOG INC
-$17.3M
281,254
-24%
减持
SYK
STRYKER CORPORATION
-$17.2M
428,365
-4%
增持
CIEN
CIENA CORP
+$17.2M
84,487
+27%
减持
NDAQ
NASDAQ INC
-$17.1M
517,061
-17%
增持
PAYC
PAYCOM SOFTWARE INC
-$17.0M
657,119
+9%
减持
SNOW
SNOWFLAKE INC
-$16.8M
217,659
-4%
增持
VTR
VENTAS INC
+$16.7M
1,023,216
+19%
增持
PGR
PROGRESSIVE CORP
-$16.5M
602,162
+1%
减持
CVNA
CARVANA CO
-$16.4M
130,374
-4%
减持
—
MEDTRONIC PLC
-$16.4M
1,617,050
-1%
减持
—
STELLANTIS N.V
-$16.3M
4,305,168
-1%
增持
CEG
CONSTELLATION ENERGY CORP
-$16.1M
235,682
+2%
增持
NTST
NETSTREIT CORP
+$16.1M
917,668
+1252%
增持
CHRD
CHORD ENERGY CORPORATION
+$15.6M
117,452
+934%
增持
LNG
CHENIERE ENERGY INC
+$15.6M
171,869
+1%
增持
CBOE
CBOE GLOBAL MKTS INC
+$15.6M
141,119
+48%
增持
AEP
AMERICAN ELEC PWR CO INC
+$15.6M
377,508
+29%
增持
NEM
NEWMONT CORP
+$15.5M
1,795,668
+12%
减持
SHW
SHERWIN WILLIAMS CO
-$15.3M
242,752
-15%
减持
—
EATON CORP PLC
+$15.0M
394,816
-0%
减持
MS
MORGAN STANLEY
-$14.9M
1,122,601
-0%
减持
—
SMURFIT WESTROCK PLC
-$14.9M
584,025
-40%
增持
PFE
PFIZER INC
+$14.9M
4,127,247
+2%
增持
WELL
WELLTOWER INC
+$14.5M
1,176,500
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$14.5M
1,046,576
+0%
减持
PWR
QUANTA SVCS INC
+$14.4M
138,010
-4%
