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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 5 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 64,963.0 $22.3M 0.23% NEW $343.09 +11.5%
82 LIN LINDE PLC Basic Materials 41,499.0 $21.5M 0.23% NEW $518.94 -5.6%
83 HD HOME DEPOT INC Consumer Cyclical 58,983.0 $20.8M 0.22% NEW $352.68 -4.3%
84 AIG AMERICAN INTL GROUP INC Financial Services 276,553.0 $20.6M 0.22% NEW $74.53 +3.8%
85 GTLS CHART INDS INC Industrials 97,800.0 $20.4M 0.21% NEW $208.94 +0.5%
86 WCN WASTE CONNECTIONS INC Industrials 120,000.0 $20.0M 0.21% NEW $166.41 +1.5%
87 WDC WESTERN DIGITAL CORP Technology 30,938.0 $19.8M 0.21% NEW $638.72 -31.8%
88 CAT CATERPILLAR INC Industrials 18,028.0 $19.2M 0.20% NEW $1064.90 -23.8%
89 TREX TREX INC Industrials 366,200.0 $18.3M 0.19% NEW $50.04 -5.5%
90 CLS CELESTICA INC Technology 50,000.0 $18.2M 0.19% NEW $364.12 -19.1%
91 MCO MOODYS CORP Financial Services 40,001.0 $18.1M 0.19% NEW $452.92 +12.9%
92 ABT ABBOTT LABORATORIES Healthcare 199,175.0 $18.1M 0.19% NEW $90.74 +28.6%
93 AMGN AMGEN INC Healthcare 48,450.0 $17.5M 0.18% NEW $362.12 +22.6%
94 QCOM QUALCOMM INC Technology 94,604.0 $17.5M 0.18% NEW $184.79 -14.2%
95 CRWD CROWDSTRIKE HLDGS INC Technology 22,849.0 $17.4M 0.18% NEW $190.78 -0.1%
96 ABBV ABBVIE INC Healthcare 69,153.0 $17.4M 0.18% NEW $251.64 +5.1%
97 ADI ANALOG DEVICES INC Technology 43,764.0 $17.4M 0.18% NEW $397.17 -6.5%
98 SNPS SYNOPSYS INC Technology 38,691.0 $17.3M 0.18% NEW $446.07 -11.6%
99 EA ELECTRONIC ARTS INC Communication Services 83,888.0 $17.2M 0.18% NEW $205.04 +2.3%
100 TROW PRICE T ROWE GROUP INC Financial Services 143,045.0 $16.3M 0.17% NEW $113.69 -1.2%
Page 5 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%