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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 23 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CORPAY INC 2,558.0 $853K 0.01% NEW $333.27
442 VLTO VERALTO CORP Industrials 9,613.0 $852K 0.01% NEW $88.68 +12.1%
443 EXPAND ENERGY CORPORATION 9,326.0 $850K 0.01% NEW $91.19
444 JBHT HUNT J B TRANS SVCS INC Industrials 2,926.0 $847K 0.01% NEW $289.43 -10.2%
445 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,747.0 $835K 0.01% NEW $107.78 +3.8%
446 EXPD EXPEDITORS INTL WASH INC Industrials 5,119.0 $834K 0.01% NEW $162.98 +15.2%
447 KEY KEYCORP Financial Services 36,072.0 $831K 0.01% NEW $23.05 -5.1%
448 PKG PACKAGING CORP AMER Consumer Cyclical 3,466.0 $826K 0.01% NEW $238.28 +4.4%
449 SNA SNAP ON INC Industrials 2,032.0 $818K 0.01% NEW $402.40 -2.0%
450 VRSN VERISIGN INC Technology 3,232.0 $813K 0.01% NEW $251.56 +15.6%
451 OMC OMNICOM GROUP INC Communication Services 11,155.0 $812K 0.01% NEW $72.83 +22.1%
452 WRB BERKLEY W R CORP Financial Services 11,511.0 $812K 0.01% NEW $70.53 -1.2%
453 STE STERIS PLC Healthcare 3,841.0 $809K 0.01% NEW $210.57 +13.0%
454 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 10,028.0 $794K 0.01% NEW $79.22 +8.3%
455 HPQ HP INC Technology 35,947.0 $789K 0.01% NEW $21.94 +30.3%
456 IP INTERNATIONAL PAPER CO Consumer Cyclical 20,677.0 $788K 0.01% NEW $38.10 +7.7%
457 AMCOR PLC 18,093.0 $784K 0.01% NEW $43.35
458 EVRG EVERGY INC Utilities 9,014.0 $779K 0.01% NEW $86.43 -5.8%
459 ULTA ULTA BEAUTY INC Consumer Cyclical 1,705.0 $769K 0.01% NEW $450.98 +19.5%
460 DOW DOW HLDGS INC Basic Materials 28,097.0 $769K 0.01% NEW $27.36 +14.9%
Page 23 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%