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Portfolio (Quarterly) Guide ↗

Mitsubishi UFJ Asset Management Co., Ltd.

· CIK 0001466546
13F Portfolio $147.5B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1626 New
Page 19 of 82  ·  1,626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HUBB HUBBELL INC Industrials 110,880.0 $51.3M 0.04% NEW $463.03 +12.7%
362 RF REGIONS FINANCIAL CORP NEW Financial Services 1,859,466.0 $51.2M 0.04% NEW $27.56 +9.7%
363 UAL UNITED AIRLS HLDGS INC Industrials 447,645.0 $50.6M 0.03% NEW $113.01 +20.9%
364 ON ON SEMICONDUCTOR CORP Technology 889,914.0 $50.5M 0.03% NEW $56.70 +66.8%
365 PHM PULTE GROUP INC Consumer Cyclical 423,707.0 $50.5M 0.03% NEW $119.07 +15.0%
366 FE FIRSTENERGY CORP Utilities 1,112,586.0 $50.4M 0.03% NEW $45.26 +5.4%
367 LULU LULULEMON ATHLETICA INC Consumer Cyclical 234,931.0 $49.5M 0.03% NEW $210.81 -46.3%
368 RKLB ROCKET LAB CORP Industrials 650,738.0 $49.4M 0.03% NEW $75.99 +34.1%
369 EIX EDISON INTL Utilities 808,288.0 $49.2M 0.03% NEW $60.93 +23.2%
370 SE SEA LTD Consumer Cyclical 373,821.0 $49.2M 0.03% NEW $131.49 -27.1%
371 LYV LIVE NATION ENTERTAINMENT IN Communication Services 336,674.0 $48.9M 0.03% NEW $145.31 +26.1%
372 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 713,796.0 $48.6M 0.03% NEW $68.03 +15.9%
373 EXPD EXPEDITORS INTL WASH INC Industrials 318,209.0 $48.3M 0.03% NEW $151.86 +7.2%
374 WAT WATERS CORP Healthcare 125,584.0 $48.0M 0.03% NEW $381.96 -1.4%
375 WSM WILLIAMS SONOMA INC Consumer Cyclical 249,429.0 $46.9M 0.03% NEW $187.85 +24.4%
376 NTAP NETAPP INC Technology 439,699.0 $46.8M 0.03% NEW $106.47 +44.2%
377 VCIT VANGUARD SCOTTSDALE FDS 557,300.0 $46.8M 0.03% NEW $83.92 -1.5%
378 LEN LENNAR CORP Consumer Cyclical 448,674.0 $46.8M 0.03% NEW $104.22 -13.4%
379 PTC PTC INC Technology 274,516.0 $46.7M 0.03% NEW $170.10 -33.5%
380 MAA MID-AMER APT CMNTYS INC Real Estate 335,367.0 $46.7M 0.03% NEW $139.13 +0.4%
Page 19 of 82  ·  1,626 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 13.7%
Communication Services 10.3%
Consumer Cyclical 10.1%
Healthcare 9.9%
Industrials 8.2%
Consumer Defensive 5.5%
Energy 2.6%
Real Estate 2.2%
Utilities 2.2%