DOSSIER · 13F-HR · Q1 2026

MUFG Securities EMEA plc

MUFG Securities EMEA plc's hedge fund based in New York, NY $6.7B in tracked AUM across 551 positions as of Q1 2026.

MS
MUFG Securities EMEA plc·New York, NY·Hedge Fund
CIK 0001597694 · last filed Mar 31, 2026
Total AUM
$6.7B
6.4%
vs prior
Holdings
551
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: MUFG Securities EMEA plc
1. Portfolio Overview

MUFG Securities EMEA plc reported a significant expansion in its US equity portfolio during the quarter ending September 30, 2025. The total portfolio value surged by 57.8%, rising from $1.49 billion to $2.35 billion. This substantial increase in AUM is driven by a combination of aggressive capital deployment and market appreciation in existing core positions.

The portfolio consists of **233 holdin...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$593M3.4M8.8%
02
AAPL
APPLE INC
$319M1.3M4.8%
03
AVGO
BROADCOM INC
$308M996K4.6%
04
GOOGL
ALPHABET INC
$243M845K3.6%
05
MU
MICRON TECHNOLOGY INC
$215M637K3.2%
06
MSFT
MICROSOFT CORP
$180M487K2.7%
07
G0593M107
ASTRAZENECA PLC
$168M864K2.5%
08
JPM
JPMORGAN CHASE & CO
$166M566K2.5%
09
WMT
WALMART INC
$140M1.1M2.1%
10
COST
COSTCO WHOLESALE CORPORATION
$130M131K1.9%

Filing history

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