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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 15 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FIX COMFORT SYS USA INC Industrials 1,378.0 $2.7M 0.03% NEW $1981.95 -18.8%
282 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 22,134.0 $2.7M 0.03% NEW $123.11 +32.4%
283 SLB SLB LIMITED Energy 58,554.0 $2.7M 0.03% NEW $46.49 +16.2%
284 EOG EOG RES INC Energy 20,847.0 $2.7M 0.03% NEW $129.73 +15.8%
285 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 40,921.0 $2.6M 0.03% NEW $64.01 +15.9%
286 PDD PDD HOLDINGS INC Consumer Cyclical 33,816.0 $2.6M 0.03% NEW $76.28 +14.1%
287 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 29,439.0 $2.6M 0.03% NEW $87.04 +6.9%
288 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 8,719.0 $2.6M 0.03% NEW $293.18 +4.5%
289 FERROVIAL NV 36,423.0 $2.5M 0.03% NEW $68.61
290 KKR KKR & CO INC 27,060.0 $2.5M 0.03% NEW $91.78
291 CNC CENTENE CORP DEL Healthcare 38,293.0 $2.5M 0.03% NEW $64.19 +2.3%
292 KMI KINDER MORGAN INC DEL Energy 76,663.0 $2.5M 0.03% NEW $31.97 -3.0%
293 TFC TRUIST FINL CORP Financial Services 48,764.0 $2.4M 0.03% NEW $49.82 +2.0%
294 ALL ALLSTATE CORP Financial Services 10,076.0 $2.4M 0.03% NEW $237.94 +9.4%
295 DAL DELTA AIR LINES INC Industrials 25,576.0 $2.4M 0.03% NEW $93.66 -11.9%
296 HCA HCA HEALTHCARE INC Healthcare 6,078.0 $2.4M 0.03% NEW $389.89 +10.1%
297 KEYS KEYSIGHT TECHNOLOGIES INC Technology 6,716.0 $2.4M 0.03% NEW $350.07 -11.3%
298 D DOMINION ENERGY INC Utilities 34,422.0 $2.4M 0.03% NEW $68.29 -2.5%
299 HPE HEWLETT PACKARD ENTERPRISE C Technology 52,034.0 $2.3M 0.03% NEW $45.11 +16.2%
300 FLEX FLEX LTD Technology 14,391.0 $2.3M 0.02% NEW $162.07 -34.2%
Page 15 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%