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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 10 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ETN EATON CORP PLC Industrials 15,209.0 $6.5M 0.07% NEW $426.12 -4.1%
182 INTU INTUIT Technology 24,670.0 $6.4M 0.07% NEW $261.00 +41.7%
183 NXPI NXP SEMICONDUCTORS N V Technology 22,675.0 $6.4M 0.07% NEW $281.03 -20.8%
184 UNP UNION PAC CORP Industrials 23,236.0 $6.3M 0.07% NEW $272.00 +13.9%
185 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 126,200.0 $6.3M 0.07% NEW $49.98 +3.9%
186 FHN FIRST HORIZON CORPORATION Financial Services 245,586.0 $6.3M 0.07% NEW $25.64 -4.3%
187 WELL WELLTOWER INC Real Estate 27,630.0 $6.3M 0.07% NEW $226.97 +5.7%
188 DE DEERE & CO Industrials 9,832.0 $6.2M 0.07% NEW $634.33 +2.3%
189 BLK BLACKROCK INC Financial Services 6,450.0 $6.2M 0.07% NEW $961.56 +21.9%
190 MPWR MONOLITHIC PWR SYS INC Technology 4,411.0 $6.1M 0.06% NEW $1382.36 -7.0%
191 PSX PHILLIPS 66 Energy 35,693.0 $6.0M 0.06% NEW $169.05 +43.1%
192 LITE LUMENTUM HLDGS INC Technology 6,983.0 $6.0M 0.06% NEW $858.06 -3.3%
193 SCHW SCHWAB CHARLES CORP Financial Services 63,986.0 $5.9M 0.06% NEW $92.27 +23.2%
194 UBER UBER TECHNOLOGIES INC Technology 79,674.0 $5.7M 0.06% NEW $72.16 +9.9%
195 CTAS CINTAS CORP Industrials 33,555.0 $5.7M 0.06% NEW $170.08 +21.9%
196 REGN REGENERON PHARMACEUTICALS Healthcare 9,126.0 $5.7M 0.06% NEW $623.54 +32.9%
197 PCAR PACCAR INC Industrials 47,199.0 $5.7M 0.06% NEW $120.12 +8.2%
198 T AT&T INC Communication Services 271,961.0 $5.6M 0.06% NEW $20.70 +24.1%
199 PFE PFIZER INC Healthcare 223,079.0 $5.4M 0.06% NEW $24.08 +16.2%
200 ABNB AIRBNB INC Consumer Cyclical 37,512.0 $5.4M 0.06% NEW $143.10 +32.9%
Page 10 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%