Universal- Beteiligungs- und Servicegesellschaft mbH
Position in C — Citigroup Inc
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$168,289,863
+$43,745,610 QoQ
Shares Held
1,202,414
+9.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#130
of 2,629 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $1,287,494,300 across 5 Banks - Diversified names. C ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,699,648 | $556,345,779 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,680,923 | $266,718,992 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,428,798 | $200,715,866 | |
| 4 | C |
Citigroup Inc
This page
|
1,202,414 | $168,289,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
659,870 | $95,423,800 |
All Filings in C
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,289,863 | 1,202,414 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $124,544,253 | 1,098,177 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $149,216,287 | 1,278,741 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $116,971,036 | 1,152,424 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $98,554,574 | 1,157,831 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $80,775,616 | 1,137,845 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $75,438,511 | 1,071,722 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||