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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 19 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ON ON SEMICONDUCTOR CORP Technology 15,339.0 $1.5M 0.01% NEW $94.54 -23.9%
362 WAT WATERS CORP Healthcare 3,841.0 $1.4M 0.01% NEW $375.04 +9.5%
363 CARNIVAL CORP 50,340.0 $1.4M 0.01% NEW $28.57
364 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 18,818.0 $1.4M 0.01% NEW $76.40 +2.3%
365 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,998.0 $1.4M 0.01% NEW $109.77 +1.5%
366 HBAN HUNTINGTON BANCSHARES INC Financial Services 79,483.0 $1.4M 0.01% NEW $17.73 -3.9%
367 OXY OCCIDENTAL PETE CORP Energy 28,419.0 $1.4M 0.01% NEW $48.57 +23.8%
368 NDAQ NASDAQ INC Financial Services 17,487.0 $1.4M 0.01% NEW $78.82 +25.3%
369 SSNC SS&C TECH HLDGS Technology 22,000.0 $1.4M 0.01% NEW $62.05 +34.6%
370 MTB M & T BK CORP Financial Services 5,732.0 $1.4M 0.01% NEW $238.01 +1.6%
371 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,350.0 $1.4M 0.01% NEW $576.70 -7.6%
372 Q QNITY ELECTRONICS INC Technology 8,203.0 $1.3M 0.01% NEW $163.31 -22.7%
373 ACGL ARCH CAP GROUP LTD Financial Services 13,620.0 $1.3M 0.01% NEW $97.06 +4.2%
374 EQT EQT CORP Energy 24,438.0 $1.3M 0.01% NEW $53.17 +1.2%
375 CCI CROWN CASTLE INC Real Estate 17,053.0 $1.3M 0.01% NEW $75.73 +0.9%
376 COIN COINBASE GLOBAL INC Financial Services 8,734.0 $1.3M 0.01% NEW $146.19 +22.8%
377 IQVIA HLDGS INC 6,533.0 $1.3M 0.01% NEW $193.22
378 NTRS NORTHERN TR CORP Financial Services 7,243.0 $1.3M 0.01% NEW $173.84 +7.4%
379 BIIB BIOGEN INC Healthcare 5,747.0 $1.2M 0.01% NEW $216.06 +1.0%
380 KR KROGER CO Consumer Defensive 22,202.0 $1.2M 0.01% NEW $55.53 +6.4%
Page 19 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%