1y return+16.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $154 against $175 in the S&P 500.2
MUFG Securities EMEA plcS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $531.7M | 5.6% | +46.0% |
| METAMeta Platforms Inc | $414.6M | 4.3% | +277.2% |
| MSFTMicrosoft Corp | $379.6M | 4.0% | +109.1% |
| GOOGLAlphabet Inc | $375.3M | 3.9% | +24.3% |
| AVGOBroadcom Inc | $369.8M | 3.9% | −1.8% |
| NVDANvidia Corporation | $343.0M | 3.6% | −49.6% |
| MUMicron Technology Inc | $296.9M | 3.1% | −59.6% |
| Astrazeneca PLCCUSIP G0593M107 | $221.7M | 2.3% | +37.3% |
| AMATApplied Matls Inc | $217.4M | 2.3% | +2.6% |
| UNHUnitedhealth Group Inc | $182.5M | 1.9% | +81.7% |
| BBarrick Mng Corp | $176.2M | 1.8% | +98.3% |
| JPMJpmorgan Chase & Co | $158.8M | 1.7% | −14.3% |
| GOOGAlphabet Inc | $147.4M | 1.5% | +10.9% |
| INTCIntel Corp | $146.9M | 1.5% | +390.1% |
| GDGeneral Dynamics Corp | $141.1M | 1.5% | +911.2% |
| AMZNAmazon Com Inc | $138.6M | 1.5% | +25.1% |
| CSXCsx Corp | $133.0M | 1.4% | +594.6% |
| MRKMerck & Co Inc | $119.1M | 1.2% | +810.7% |
| GEGe Aerospace | $112.7M | 1.2% | +259.8% |
| GSGoldman Sachs Group Inc | $103.1M | 1.1% | +214.7% |
| SHOPShopify Inc | $103.0M | 1.1% | +7.3% |
| MRVLMarvell Technology Inc | $102.6M | 1.1% | −55.4% |
| MFCManulife Finl Corp | $101.2M | 1.1% | New |
| CSCOCisco Sys Inc | $95.6M | 1.0% | +402.7% |
| GLWCorning Inc | $87.5M | 0.9% | +971.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $343.0M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $369.8M |
| LRCXLam Research Corp | September 30, 2024 | +431.0% | $65.1M |
| GLWCorning Inc | June 30, 2025 | +385.7% | $87.5M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $85.0M |
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $375.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $531.7M |
| AMATApplied Matls Inc | June 30, 2024 | +206.4% | $217.4M |
| GEGe Aerospace | June 30, 2024 | +135.1% | $112.7M |
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $147.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $128.0M
- MGAMagna Intl Inc was $55.7M
- CTRACoterra Energy Inc was $43.3M
- Sealed Air Corp NewCUSIP 81211K100 was $40.8M
- Masimo CorpCUSIP 574795100 was $40.1M
- Nu Hldgs LtdCUSIP G6683N103 was $24.3M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $14.4M
- Hologic IncCUSIP 436440101 was $12.6M
- SUSuncor Energy Inc New was $9.2M
- HEI/AHeico Corp New was $8.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +4.9% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +17.1% | +10.5% |
| March 31, 2025 | −7.7% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | −5.3% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +9.7% | +7.0% |
| December 31, 2022 | +12.1% | +7.1% |
| September 30, 2022 | −9.8% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −1.4% | −4.9% |
| December 31, 2021 | +5.6% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MUFG Securities EMEA plc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1597694&type=13F-HR&dateb=&owner=include&count=40CIK 1597694
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1597694/000159769426000018/Filed August 12, 2026 · accession 0001597694-26-000018