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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 20 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AEE AMEREN CORP Utilities 10,824.0 $1.2M 0.01% NEW $113.04 -5.2%
382 STLD STEEL DYNAMICS INC Basic Materials 5,306.0 $1.2M 0.01% NEW $229.46 -0.1%
383 TDY TELEDYNE TECHNOLOGIES INC Technology 1,813.0 $1.2M 0.01% NEW $666.90 -6.3%
384 EXR EXTRA SPACE STORAGE INC Real Estate 8,311.0 $1.2M 0.01% NEW $145.30 +0.7%
385 NRG NRG ENERGY INC Utilities 8,258.0 $1.2M 0.01% NEW $146.06 -23.5%
386 NTAP NETAPP INC Technology 7,756.0 $1.2M 0.01% NEW $154.76 +20.7%
387 DOV DOVER CORP Industrials 5,281.0 $1.2M 0.01% NEW $224.28 -9.2%
388 ZTS ZOETIS INC Healthcare 16,409.0 $1.2M 0.01% NEW $71.86 +7.4%
389 CFG CITIZENS FINL GROUP INC Financial Services 16,641.0 $1.2M 0.01% NEW $70.07 +0.2%
390 CASY CASEYS GEN STORES INC Consumer Cyclical 1,452.0 $1.2M 0.01% NEW $794.79 +7.5%
391 EXPE EXPEDIA GROUP INC Consumer Cyclical 4,482.0 $1.1M 0.01% NEW $255.88 +32.5%
392 INGERSOLL RAND INC 13,937.0 $1.1M 0.01% NEW $81.99
393 VICI VICI PPTYS INC Real Estate 42,778.0 $1.1M 0.01% NEW $26.55 +0.9%
394 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,183.0 $1.1M 0.01% NEW $183.11 +0.8%
395 CNP CENTERPOINT ENERGY INC Utilities 25,565.0 $1.1M 0.01% NEW $44.04 -11.2%
396 ATO ATMOS ENERGY CORP Utilities 6,533.0 $1.1M 0.01% NEW $172.27 -2.6%
397 EIX EDISON INTL Utilities 15,067.0 $1.1M 0.01% NEW $74.45 -0.6%
398 CINF CINCINNATI FINL CORP Financial Services 6,055.0 $1.1M 0.01% NEW $185.14 -7.5%
399 RMD RESMED INC Healthcare 5,704.0 $1.1M 0.01% NEW $194.88 +19.3%
400 XYL XYLEM INC Industrials 9,303.0 $1.1M 0.01% NEW $118.21 -3.4%
Page 20 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%