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Portfolio (Quarterly) Guide ↗

MUFG Securities EMEA plc

· CIK 0001597694
13F Portfolio $9.5B AUM 575 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 575 New
Page 18 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 50,207.0 $1.7M 0.02% NEW $34.00 +9.8%
342 VTR VENTAS INC Real Estate 19,029.0 $1.7M 0.02% NEW $88.80 +5.3%
343 DHI D R HORTON INC Consumer Cyclical 10,322.0 $1.7M 0.02% NEW $162.88 -8.4%
344 BDX BECTON DICKINSON & CO Healthcare 10,785.0 $1.6M 0.02% NEW $151.33 +25.7%
345 AMP AMERIPRISE FINL INC Financial Services 3,519.0 $1.6M 0.02% NEW $458.76 +22.1%
346 ED CONSOLIDATED EDISON INC Utilities 14,424.0 $1.6M 0.02% NEW $110.63 -2.3%
347 MSCI MSCI INC Financial Services 2,849.0 $1.6M 0.02% NEW $560.04 +0.7%
348 BLOCK INC 20,948.0 $1.6M 0.02% NEW $76.00
349 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 19,546.0 $1.6M 0.02% NEW $81.16 -8.8%
350 PEN PENUMBRA INC Healthcare 5,000.0 $1.6M 0.02% NEW $315.75 +2.3%
351 THOMSON REUTERS CORP 19,288.0 $1.6M 0.02% NEW $81.67
352 SYY SYSCO CORP Consumer Defensive 18,754.0 $1.6M 0.02% NEW $83.58 -0.4%
353 CBRE CBRE GROUP INC Real Estate 11,461.0 $1.5M 0.02% NEW $134.69 +11.6%
354 GRMN GARMIN LTD Technology 6,401.0 $1.5M 0.02% NEW $237.54 +21.7%
355 VMC VULCAN MATLS CO Basic Materials 5,079.0 $1.5M 0.02% NEW $295.01 -7.2%
356 WEC WEC ENERGY GROUP INC Utilities 12,744.0 $1.5M 0.02% NEW $116.77 -7.9%
357 A AGILENT TECHNOLOGIES INC Healthcare 11,075.0 $1.5M 0.01% NEW $132.83 +16.8%
358 IRM IRON MTN INC DEL Real Estate 11,645.0 $1.5M 0.01% NEW $126.31 -3.9%
359 PRU PRUDENTIAL FINL INC Financial Services 13,627.0 $1.5M 0.01% NEW $107.93 +11.4%
360 MSTR STRATEGY INC Technology 16,744.0 $1.5M 0.01% NEW $86.93 +41.7%
Page 18 of 29  ·  575 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 37.3%
Industrials 11.9%
Financial Services 11.4%
Healthcare 11.4%
Communication Services 10.0%
Consumer Cyclical 6.2%
Basic Materials 3.7%
Consumer Defensive 3.6%
Energy 2.3%
Utilities 1.6%