Universal- Beteiligungs- und Servicegesellschaft mbH
Position in SF — Stifel Financial Corp
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in SF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$9,524,739
+$1,703,081 QoQ
Shares Held
128,852
+37.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $596,280,930 across 29 Capital Markets names. SF ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,122,601 | $184,746,446 | |
| 2 | GS |
Goldman Sachs Group Inc
|
182,938 | $154,763,718 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,265,779 | $118,957,910 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
337,737 | $22,652,020 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
277,127 | $19,204,901 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
45,279 | $13,621,281 | |
| 7 | WULF |
Terawulf Inc.
|
730,779 | $10,545,140 | |
| 8 | SF |
Stifel Financial Corp
This page
|
128,852 | $9,524,739 |
All Filings in SF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,524,739 | 128,852 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,821,658 | 93,695 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $7,426,690 | 98,176 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $6,930,916 | 100,177 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,396,043 | 101,783 | Shares | Defined | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||