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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 26 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 J JACOBS SOLUTIONS INC Industrials 4,599.0 $579K 0.01% NEW $126.00 +20.3%
502 BBY BEST BUY INC Consumer Cyclical 7,631.0 $579K 0.01% NEW $75.88 +15.3%
503 SWK STANLEY BLACK & DECKER INC Industrials 6,065.0 $571K 0.01% NEW $94.12 +4.7%
504 BUNGE GLOBAL SA 5,300.0 $566K 0.01% NEW $106.73
505 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,558.0 $552K 0.01% NEW $99.29 -7.3%
506 COOPER COS INC 7,674.0 $550K 0.01% NEW $71.71
507 GL GLOBE LIFE INC Financial Services 3,039.0 $543K 0.01% NEW $178.68 -3.1%
508 LVS LAS VEGAS SANDS CORP Consumer Cyclical 11,671.0 $539K 0.01% NEW $46.19 +1.7%
509 GEN GEN DIGITAL INC Technology 21,582.0 $537K 0.01% NEW $24.89 +17.0%
510 SATS ECHOSTAR CORP Technology 5,271.0 $535K 0.01% NEW $101.50 -14.3%
511 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 10,084.0 $531K 0.01% NEW $52.65 +23.9%
512 AIZ ASSURANT INC Financial Services 1,962.0 $527K 0.01% NEW $268.53 +7.2%
513 REGCO REGENCY CTRS CORP 6,446.0 $514K 0.01% NEW $79.74
514 PTC PTC INC Technology 4,521.0 $514K 0.01% NEW $113.61 +35.8%
515 APTIV PLC 8,331.0 $511K 0.01% NEW $61.38
516 AEIS ADVANCED ENERGY INDS Industrials 1,360.0 $507K 0.01% NEW $372.87 -26.3%
517 LEIDOS HOLDINGS INC 4,923.0 $507K 0.01% NEW $102.97
518 PNW PINNACLE WEST CAP CORP Utilities 4,686.0 $501K 0.01% NEW $107.00 -8.6%
519 MKC MCCORMICK & CO INC Consumer Defensive 9,930.0 $501K 0.01% NEW $50.42 +11.5%
520 TKO TKO GROUP HOLDINGS INC Communication Services 2,465.0 $496K 0.01% NEW $201.31 -3.9%
Page 26 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%