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Portfolio (Quarterly) Guide ↗

Mitsubishi UFJ Asset Management Co., Ltd.

· CIK 0001466546
13F Portfolio $180.4B AUM 1,659 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 90 New 845 Added 212 Reduced 49 Exited
Page 17 of 43  ·  845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 885,245.0 $70.1M 0.04% +110K +14.2% $79.22 +2.2%
322 PPG PPG INDS INC Basic Materials 577,133.0 $70.0M 0.04% +24K +4.3% $121.29 -7.0%
323 CNP CENTERPOINT ENERGY INC Utilities 1,588,895.0 $70.0M 0.04% +102K +6.8% $44.04 -7.9%
324 XYL XYLEM INC Industrials 589,969.0 $69.7M 0.04% +39K +7.2% $118.21 -3.6%
325 HAL HALLIBURTON CO Energy 2,046,827.0 $69.5M 0.04% +112K +5.8% $33.95 +2.1%
326 UAL UNITED AIRLS HLDGS INC Industrials 508,374.0 $69.1M 0.04% +36K +7.7% $135.99 -12.7%
327 EIX EDISON INTL Utilities 926,545.0 $69.0M 0.04% +52K +6.0% $74.45 -1.0%
328 RMD RESMED INC Healthcare 350,860.0 $68.4M 0.04% +20K +6.0% $194.88 +12.9%
329 HUBB HUBBELL INC Industrials 130,619.0 $68.3M 0.04% +10K +8.0% $523.20 -7.5%
330 FICO FAIR ISAAC CORP Technology 56,713.0 $67.8M 0.04% +3K +5.9% $1194.78 -9.8%
331 WST WEST PHARMACEUTICAL SVSC INC Healthcare 188,231.0 $67.6M 0.04% +6K +3.4% $359.00 -3.5%
332 WSM WILLIAMS SONOMA INC Consumer Cyclical 289,135.0 $67.4M 0.04% +17K +6.3% $233.10 +3.6%
333 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 246,951.0 $67.2M 0.04% +8K +3.3% $271.95 -9.6%
334 PPL PPL CORP Utilities 1,837,296.0 $66.8M 0.04% +157K +9.3% $36.35 -2.0%
335 TROW PRICE T ROWE GROUP INC Financial Services 581,353.0 $66.1M 0.04% +40K +7.4% $113.69 -3.0%
336 ESS ESSEX PPTY TR INC Real Estate 226,319.0 $66.0M 0.04% +11K +5.3% $291.59 -2.7%
337 NU NU HLDGS LTD Financial Services 4,936,530.0 $66.0M 0.04% +771K +18.5% $13.36 +7.4%
338 RJF RAYMOND JAMES FINL INC Financial Services 430,240.0 $65.4M 0.04% +20K +4.8% $152.03 +17.9%
339 WDAY WORKDAY INC Technology 529,300.0 $64.8M 0.04% +35K +7.0% $122.42 +55.7%
340 VEEV VEEVA SYS INC Healthcare 359,798.0 $63.9M 0.04% +191K +113.0% $177.47 +36.8%
Page 17 of 43  ·  845 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 36.9%
Financial Services 11.7%
Communication Services 10.1%
Consumer Cyclical 9.7%
Healthcare 9.0%
Industrials 8.2%
Consumer Defensive 5.3%
Energy 2.8%
Utilities 2.4%
Real Estate 2.3%