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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 25 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AKAM AKAMAI TECHNOLOGIES INC Technology 5,690.0 $673K 0.01% NEW $118.21 -10.6%
482 KIM KIMCO REALTY CORP Real Estate 26,397.0 $669K 0.01% NEW $25.35 -4.5%
483 GPN GLOBAL PMTS INC Industrials 9,101.0 $660K 0.01% NEW $72.56 +30.0%
484 IEX IDEX CORP Industrials 2,897.0 $657K 0.01% NEW $226.95 +3.0%
485 BALL BALL CORP Consumer Cyclical 10,494.0 $655K 0.01% NEW $62.40 +3.2%
486 TSCO TRACTOR SUPPLY CO Consumer Cyclical 20,692.0 $654K 0.01% NEW $31.61 +13.6%
487 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,572.0 $652K 0.01% NEW $86.09 +17.3%
488 CF CF INDUSTRIES HOLD Basic Materials 6,013.0 $651K 0.01% NEW $108.26 +19.4%
489 MAS MASCO CORP Industrials 7,972.0 $649K 0.01% NEW $81.37 -10.1%
490 INVH INVITATION HOMES INC Real Estate 21,391.0 $646K 0.01% NEW $30.21 +0.8%
491 SMCI SUPER MICRO COMPUTER INC Technology 22,030.0 $646K 0.01% NEW $29.33 +19.9%
492 GPC GENUINE PARTS CO Consumer Cyclical 5,448.0 $643K 0.01% NEW $117.98 +15.0%
493 FEDEX FGHT HLDG CO INC 4,235.0 $639K 0.01% NEW $151.00
494 MAA MID-AMER APT CMNTYS INC Real Estate 4,578.0 $636K 0.01% NEW $138.94 -4.2%
495 BR BROADRIDGE FINL SOLUTIONS IN Technology 4,572.0 $626K 0.01% NEW $136.95 +35.4%
496 TXT TEXTRON INC Industrials 6,820.0 $626K 0.01% NEW $91.73 -10.5%
497 NDSN NORDSON CORP Industrials 2,072.0 $625K 0.01% NEW $301.69 +10.7%
498 RL RALPH LAUREN CORP Consumer Cyclical 1,514.0 $608K 0.01% NEW $401.41 -7.6%
499 HST HOST HOTELS & RESORTS INC Real Estate 25,044.0 $594K 0.01% NEW $23.71 -2.2%
500 DOC HEALTHPEAK PROPERTIES INC Real Estate 27,216.0 $582K 0.01% NEW $21.40 +1.1%
Page 25 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%