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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 8 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FCX FREEPORT MCMORAN INC Basic Materials 3,257,205.0 $191.5M 0.13% +235K +7.8% $58.78 +8.7%
142 MMM 3M CO Industrials 1,308,985.0 $190.1M 0.13% +74K +6.0% $145.23 +5.9%
143 PNC PNC FINL SVCS GROUP INC Financial Services 900,191.0 $187.3M 0.13% +72K +8.7% $208.09 +9.2%
144 SPG SIMON PPTY GROUP INC NEW Real Estate 1,001,795.0 $186.9M 0.12% +64K +6.8% $186.53 +11.2%
145 REGN REGENERON PHARMACEUTICALS Healthcare 240,600.0 $185.9M 0.12% +16K +7.0% $772.64 -20.9%
146 PWR QUANTA SVCS INC Industrials 337,927.0 $185.5M 0.12% +26K +8.2% $549.02 +26.4%
147 BK BANK NEW YORK MELLON CORP Financial Services 1,563,455.0 $185.5M 0.12% +86K +5.8% $118.63 +17.7%
148 AMT AMERICAN TOWER CORP Real Estate 1,065,693.0 $183.9M 0.12% +73K +7.4% $172.58 +9.6%
149 USB US BANCORP Financial Services 3,535,071.0 $183.9M 0.12% +276K +8.5% $52.01 +6.4%
150 DLR DIGITAL RLTY TR INC Real Estate 1,015,721.0 $183.0M 0.12% +68K +7.2% $180.21 +1.1%
151 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,974,366.0 $182.3M 0.12% +103K +5.5% $92.31 -3.6%
152 JCI JOHNSON CONTROLS INTERNATION Industrials 1,386,797.0 $181.6M 0.12% +52K +3.9% $130.95 +10.0%
153 CSX CSX CORP Industrials 4,359,762.0 $179.0M 0.12% +276K +6.8% $41.05 +14.8%
154 O REALTY INCOME CORP Real Estate 2,918,579.0 $178.6M 0.12% +189K +6.9% $61.18 -1.9%
155 EOG EOG RES INC Energy 1,228,003.0 $177.5M 0.12% +77K +6.7% $144.57 -3.1%
156 TRV TRAVELERS COMPANIES INC Financial Services 606,002.0 $176.8M 0.12% +23K +3.9% $291.68 +1.7%
157 FDX FEDEX CORP Industrials 494,117.0 $176.0M 0.12% +32K +6.9% $356.18 -7.3%
158 CMI CUMMINS INC Industrials 324,578.0 $174.7M 0.12% +21K +7.0% $538.30 +25.0%
159 MDLZ MONDELEZ INTL INC Consumer Defensive 3,026,305.0 $174.4M 0.12% +200K +7.1% $57.64 +6.9%
160 SLB SLB LIMITED Energy 3,382,743.0 $173.8M 0.12% +241K +7.7% $51.39 +10.0%
Page 8 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%