Fund HoldingsUniversal- Beteiligungs- und Servicegesellschaft mbH

Total Portfolio Value
$49.97B
Total Bought
$4.66B
Total Sold
$5.35B
Net Transaction
-$692.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
GLOBAL PMTS INC(GPN)0000115,5510.23%+115,551
BERKSHIRE HATHAWAY INC DEL0133+1330106,1930.21%+106,193
SPOTIFY TECHNOLOGY S A(SPOT)0261,997+261,9970144,1060.29%+144,106
BERKSHIRE HATHAWAY INC DEL886,246882,743-3,503401,718470,1310.94%+68,414
SUN CMNTYS INC(SUI)0522,822+522,822067,2560.13%+67,256
QIAGEN NV(QGEN)01,580,260+1,580,260062,5980.13%+62,598
EASTGROUP PPTYS INC(EGP)0295,570+295,570052,0650.10%+52,065
ABBVIE INC(ABBV)1,537,9931,530,986-7,007273,301320,7720.64%+47,471
JOHNSON & JOHNSON(JNJ)2,414,6452,372,007-42,638349,206393,3740.79%+44,168
AGREE RLTY CORP0532,637+532,637041,1140.08%+41,114
NEXTERA ENERGY CAP HLDGS INC(NEE)000038,5400.08%+38,540
ESSENTIAL PPTYS RLTY TR INC01,140,433+1,140,433037,2240.07%+37,224
ACADIA RLTY TR01,726,289+1,726,289036,1660.07%+36,166
MARSH & MCLENNAN COS INC(MRSH)559,056630,885+71,829118,749153,9550.31%+35,206
CHIPOTLE MEXICAN GRILL INC(CMG)02,243,400+2,243,4000112,6410.23%+112,641
AMERICOLD REALTY TRUST INC(COLD)01,538,367+1,538,367033,0130.07%+33,013
PHILIP MORRIS INTL INC(PM)929,792905,434-24,358111,900143,7200.29%+31,819
AMERICAN HOMES 4 RENT(AMH)0829,000+829,000031,3440.06%+31,344
NETFLIX INC(NFLX)398,371414,228+15,857355,076386,2800.77%+31,204
WALMART INC(WMT)2,439,9032,861,011+421,108220,445251,1680.50%+30,723
GILEAD SCIENCES INC(GILD)1,130,2561,197,645+67,389104,402134,1960.27%+29,794
SHERWIN WILLIAMS CO(SHW)304,061379,765+75,704103,359132,6100.27%+29,251
COCA COLA CO(KO)3,244,7303,224,311-20,419202,017230,9250.46%+28,908
ELI LILLY & CO(LLY)525,935526,283+348406,022434,6620.87%+28,641
YUM BRANDS INC(YUM)(Put)0180,000+180,000028,325+28,325
GALLAGHER ARTHUR J & CO(AJG)0335,339+335,3390115,7720.23%+115,772
WELLTOWER INC(WELL)1,541,4721,443,747-97,725194,272221,1960.44%+26,925
LAM RESEARCH CORP(LRCX)01,731,497+1,731,4970125,8800.25%+125,880
VISA INC(V)2,131,6581,996,317-135,341673,689699,6291.40%+25,940
AKAMAI TECHNOLOGIES INC(AKAM)0000103,3650.21%+103,365
MONSTER BEVERAGE CORP NEW(MNST)2,110,7712,327,483+216,712110,942136,2040.27%+25,262
UBER TECHNOLOGIES INC(UBER)2,582,3472,474,368-107,979155,767180,2820.36%+24,515
IDEXX LABS INC(IDXX)0150,298+150,298063,1180.13%+63,118
ESSEX PPTY TR INC(ESS)0189,362+189,362058,0530.12%+58,053
T-MOBILE US INC(TMUS)532,499530,084-2,415117,539141,3790.28%+23,840
RAYONIER INC(RYN)0845,833+845,833023,5820.05%+23,582
PAYCOM SOFTWARE INC(PAYC)0363,949+363,949079,5160.16%+79,516
PALANTIR TECHNOLOGIES INC(PLTR)0996,289+996,289084,0870.17%+84,087
AT&T INC(T)4,526,9514,433,269-93,682103,079125,3730.25%+22,294
HEALTHCARE RLTY TR(HR)01,318,625+1,318,625022,2850.04%+22,285
PROGRESSIVE CORP(PGR)494,280496,724+2,444118,434140,5780.28%+22,143
VENTAS RLTY LTD PARTNERSHIP(VTR)000022,1080.04%+22,108
CME GROUP INC(CME)0304,084+304,084080,6700.16%+80,670
NEWMONT CORP(NEM)02,001,206+2,001,206096,6180.19%+96,618
EXTRA SPACE STORAGE INC(EXR)0643,139+643,139095,5000.19%+95,500
UNITEDHEALTH GROUP INC(UNH)726,527739,874+13,347367,521387,5090.78%+19,988
ELEVANCE HEALTH INC(ELV)312,163310,347-1,816115,157134,9890.27%+19,832
MERCADOLIBRE INC(MELI)137,760130,219-7,541234,253254,0400.51%+19,788
ALNYLAM PHARMACEUTICALS INC(ALNY)000019,4700.04%+19,470
BRUKER CORP(BRKR)0464,029+464,029019,3690.04%+19,369
HA SUSTAINABLE INFRA CAP INC(HASI)0651,782+651,782019,0580.04%+19,058
HALOZYME THERAPEUTICS INC(HALO)000018,8300.04%+18,830
GE AEROSPACE(GE)0553,055+553,0550110,6940.22%+110,694
ABBOTT LABS1,397,9211,326,849-71,072158,119176,0070.35%+17,888
RIVIAN AUTOMOTIVE INC(RIVN)000017,7740.04%+17,774
UBER TECHNOLOGIES INC(UBER)000065,3700.13%+65,370
ROBLOX CORP(RBLX)0288,949+288,949016,8430.03%+16,843
ULTA BEAUTY INC(ULTA)0246,977+246,977090,5270.18%+90,527
INTERNATIONAL BUSINESS MACHS(IBM)771,602749,439-22,163169,621186,3550.37%+16,734
CVS HEALTH CORP(CVS)0708,479+708,479047,9990.10%+47,999
AMERICAN TOWER CORP NEW(AMT)0480,870+480,8700104,6370.21%+104,637
VERISIGN INC0242,363+242,363061,5290.12%+61,529
CHEVRON CORP NEW(CVX)0604,032+604,0320101,0490.20%+101,049
SYNOPSYS INC(SNPS)214,763279,148+64,385104,237119,7130.24%+15,475
ENTERGY CORP NEW(ETR)0390,848+390,848033,4140.07%+33,414
TEXAS ROADHOUSE INC(TXRH)088,930+88,930014,8180.03%+14,818
STRYKER CORPORATION(SYK)428,107453,214+25,107154,140168,7090.34%+14,569
SS&C TECHNOLOGIES HLDGS INC(SSNC)0173,684+173,684014,5080.03%+14,508
MEDTRONIC PLC(MDT)1,750,9891,717,751-33,238139,869154,3570.31%+14,488
OUTFRONT MEDIA INC(OUT)0878,360+878,360014,1770.03%+14,177
HCA HEALTHCARE INC(HCA)0149,440+149,440051,6390.10%+51,639
HOWMET AEROSPACE INC(HWM)0538,536+538,536069,8640.14%+69,864
CUBESMART(CUBE)0317,018+317,018013,5400.03%+13,540
FERGUSON ENTERPRISES INC(FERG)0616,797+616,797098,8290.20%+98,829
AMERICAN HEALTHCARE REIT INC(AHR)0441,706+441,706013,3840.03%+13,384
AMERICAN WTR WKS CO INC NEW0342,713+342,713050,5570.10%+50,557
EQUITY LIFESTYLE PPTYS INC(ELS)0197,609+197,609013,1810.03%+13,181
CREDIT ACCEP CORP MICH(CACC)025,175+25,175012,9990.03%+12,999
REXFORD INDL RLTY INC(REXR)0330,040+330,040012,9210.03%+12,921
VORNADO RLTY TR(VNO)0347,148+347,148012,8410.03%+12,841
RYMAN HOSPITALITY PPTYS INC(RHP)0140,299+140,299012,8290.03%+12,829
OMEGA HEALTHCARE INVS INC(OHI)0334,233+334,233012,7280.03%+12,728
REDDIT INC(RDDT)0121,251+121,251012,7190.03%+12,719
LUMENTUM HLDGS INC(LITE)000012,6900.03%+12,690
BJS WHSL CLUB HLDGS INC(BJ)0111,052+111,052012,6710.03%+12,671
INSULET CORP(PODD)000012,6600.03%+12,660
INDEPENDENCE RLTY TR INC(IRT)0583,380+583,380012,3850.02%+12,385
CULLEN FROST BANKERS INC(CFR)097,199+97,199012,1690.02%+12,169
ENCOMPASS HEALTH CORP(EHC)0120,111+120,111012,1650.02%+12,165
SERVICE CORP INTL(SCI)0151,450+151,450012,1460.02%+12,146
GAMING & LEISURE PPTYS INC(GLPI)0237,996+237,996012,1140.02%+12,114
E L F BEAUTY INC(ELF)0189,634+189,634011,9070.02%+11,907
REALTY INCOME CORP(O)0630,217+630,217036,5590.07%+36,559
VERTEX PHARMACEUTICALS INC(VRTX)339,508306,461-33,047136,720148,5780.30%+11,859
EVERGY INC(EVRG)000011,6460.02%+11,646
THE CIGNA GROUP(CI)0269,934+269,934088,8080.18%+88,808
DOORDASH INC(DASH)0291,258+291,258053,2330.11%+53,233
MORGAN STANLEY(MS)1,028,8031,203,945+175,142129,341140,4640.28%+11,123
CROWN CASTLE INC(CCI)0541,017+541,017056,3900.11%+56,390
QUALCOMM INC(QCOM)1,328,5051,400,199+71,694204,085215,0850.43%+11,000
Page 1 of 1