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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 64 of 82  ·  1,626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 HTO H2O AMERICA Utilities 352.0 $17K NEW $49.25 +23.3%
1262 PCVX VAXCYTE INC Healthcare 372.0 $17K NEW $46.46 +20.7%
1263 EMN EASTMAN CHEM CO Basic Materials 267.0 $17K NEW $64.34 +4.3%
1264 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 336.0 $17K NEW $50.61 -20.9%
1265 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 65.0 $17K NEW $258.86 +52.7%
1266 EXP EAGLE MATLS INC Basic Materials 79.0 $17K NEW $211.46 +3.6%
1267 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 707.0 $17K NEW $23.56 +29.1%
1268 WFRD WEATHERFORD INTL PLC Energy 205.0 $17K NEW $80.89 +0.8%
1269 RRX REGAL REXNORD CORPORATION Industrials 113.0 $17K NEW $146.10 +57.0%
1270 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 334.0 $16K NEW $49.28 +68.3%
1271 CNM CORE & MAIN INC Industrials 308.0 $16K NEW $53.41 -15.0%
1272 PLXS PLEXUS CORP Technology 108.0 $16K NEW $152.23 +90.6%
1273 COMERICA INC 185.0 $16K NEW $88.65
1274 ABCB AMERIS BANCORP Financial Services 221.0 $16K NEW $73.98 +23.9%
1275 DNLI DENALI THERAPEUTICS INC Healthcare 1,001.0 $16K NEW $16.27 +59.7%
1276 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 617.0 $16K NEW $26.36 -34.4%
1277 MANH MANHATTAN ASSOCIATES INC Technology 97.0 $16K NEW $167.28 -12.5%
1278 TTC TORO CO Industrials 202.0 $16K NEW $80.17 +21.0%
1279 AEIS ADVANCED ENERGY INDS Industrials 72.0 $16K NEW $221.99 +60.5%
1280 PLMR PALOMAR HLDGS INC Financial Services 121.0 $16K NEW $131.82 +1.4%
Page 64 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%