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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 33 of 43  ·  845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 XPEV XPENG INC Consumer Cyclical 167,074.0 $2.2M 0.00% +82K +96.8% $13.24 -11.3%
642 INDI INDIE SEMICONDUCTOR INC Technology 483,348.0 $2.2M 0.00% +43K +9.9% $4.49 -3.3%
643 GHM GRAHAM CORP Industrials 17,470.0 $2.2M 0.00% +6K +50.4% $123.79 -10.2%
644 DRH DIAMONDROCK HOSPITALITY CO Real Estate 176,765.0 $2.2M 0.00% +15K +9.1% $12.18 +2.5%
645 BETA BETA TECHNOLOGIES INC Industrials 124,800.0 $2.1M 0.00% +53K +72.8% $16.75 +59.8%
646 SFM SPROUTS FMRS MKT INC Consumer Defensive 24,636.0 $2.1M 0.00% +24K +6762.4% $84.58 -6.8%
647 LINE LINEAGE INC Real Estate 47,458.0 $2.1M 0.00% +2K +3.8% $43.25 -4.3%
648 CXM SPRINKLR INC Technology 384,983.0 $2.0M 0.00% +190K +97.9% $5.16 +33.9%
649 OTEX OPEN TEXT CORP Technology 89,076.0 $2.0M 0.00% +48K +115.7% $22.15 +9.1%
650 OLN OLIN CORP Basic Materials 96,803.0 $1.9M 0.00% +44K +82.9% $19.82 -6.8%
651 DY DYCOM INDS INC Industrials 3,784.0 $1.9M 0.00% +2K +115.7% $505.59 -18.0%
652 PEB PEBBLEBROOK HOTEL TR Real Estate 98,172.0 $1.9M 0.00% +4K +4.7% $19.41 -5.7%
653 MPT MEDICAL PROPERTIES TRUST INC Financial Services 412,361.0 $1.9M 0.00% +15K +3.8% $4.62 -13.0%
654 UNFI UNITED NAT FOODS INC Consumer Defensive 41,627.0 $1.9M 0.00% +41K +10000.0% $45.67 +2.6%
655 ECARX HOLDINGS INC CLASS A 1,396,911.0 $1.8M 0.00% +806K +136.4% $1.29
656 HSAI HESAI GROUP Consumer Cyclical 98,823.0 $1.8M 0.00% +12K +13.3% $18.22 -6.1%
657 NTST NETSTREIT CORP Real Estate 84,768.0 $1.8M 0.00% +6K +7.5% $21.13 -2.8%
658 SAP SAP SE Technology 11,369.0 $1.8M 0.00% +6K +98.5% $154.11 +36.6%
659 ONDS ONDAS INC Technology 211,593.0 $1.7M 0.00% +117K +122.8% $8.24 +10.0%
660 DHC DIVERSIFIED HEALTHCARE TR Real Estate 181,398.0 $1.7M 0.00% +8K +4.4% $9.30 -14.2%
Page 33 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%