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Portfolio (Quarterly) Guide ↗

Mitsubishi UFJ Asset Management Co., Ltd.

· CIK 0001466546
13F Portfolio $149.0B AUM 1,618 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 819 Added 236 Reduced 29 Exited
Page 77 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 ASH ASHLAND INC Basic Materials 75.0 $4K $55.61 +3.3%
1522 SEIC SEI INVTS CO Financial Services 53.0 $4K $78.47 +12.4%
1523 NJR NEW JERSEY RES CORP Utilities 75.0 $4K $54.92 -0.9%
1524 MC MOELIS & CO Financial Services 72.0 $4K $57.00 +20.5%
1525 KAI KADANT INC Industrials 14.0 $4K $292.36 +0.8%
1526 PRA PROASSURANCE CORP Financial Services 164.0 $4K $24.72 -0.2%
1527 ZD ZIFF DAVIS INC Communication Services 96.0 $4K $41.96 +11.1%
1528 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 12.0 $4K $330.67 -4.2%
1529 MSM MSC INDL DIRECT INC Industrials 43.0 $4K $92.28 +25.3%
1530 AN AUTONATION INC Consumer Cyclical 20.0 $4K $195.25 -4.8%
1531 APLS APELLIS PHARMACEUTICALS INC Healthcare 97.0 $4K $40.23 +2.0%
1532 PCRX PACIRA BIOSCIENCES INC Healthcare 172.0 $4K $22.60 +1.2%
1533 ARW ARROW ELECTRS INC Technology 27.0 $4K $143.41 +53.2%
1534 SEALED AIR CORP NEW 92.0 $4K $42.05
1535 CBZ CBIZ INC Industrials 144.0 $4K $26.85 +25.1%
1536 CVBF CVB FINL CORP Financial Services 198.0 $4K $19.39 +5.7%
1537 BL BLACKLINE INC Technology 103.0 $4K $37.00 -23.8%
1538 WABC WESTAMERICA BANCORPORATION Financial Services 73.0 $4K $52.15 +8.3%
1539 FRPT FRESHPET INC Consumer Defensive 64.0 $4K $58.95 -12.8%
1540 WU WESTERN UN CO Financial Services 429.0 $4K $8.73 -15.7%
Page 77 of 81  ·  1,618 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 32.1%
Financial Services 12.7%
Communication Services 10.6%
Consumer Cyclical 10.2%
Healthcare 9.6%
Industrials 8.3%
Consumer Defensive 6.1%
Energy 3.6%
Utilities 2.6%
Real Estate 2.4%