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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BELFA BEL FUSE INC Technology 200.0 $58K NEW $291.23 -14.8%
62 AIP ARTERIS INC Technology 1,100.0 $53K NEW $48.59 -42.7%
63 MANE VERADERMICS INC Healthcare 400.0 $49K NEW $122.94 -12.0%
64 VIA VIA TRANSN INC Technology 2,700.0 $49K NEW $18.14 +40.1%
65 NESR NATIONAL ENERGY SERVICES REU Energy 1,600.0 $48K NEW $29.93 +19.5%
66 CRVS CORVUS PHARMACEUTICALS INC Healthcare 3,200.0 $48K NEW $14.94 -0.2%
67 MAZE MAZE THERAPEUTICS INC Healthcare 1,600.0 $48K NEW $29.84 -6.3%
68 LBRX LB PHARMACEUTICALS INC Healthcare 1,400.0 $45K NEW $32.45 +42.4%
69 SION SIONNA THERAPEUTICS INC Healthcare 1,000.0 $44K NEW $43.99 -86.6%
70 CCNE CNB FINL CORP PA Financial Services 1,300.0 $44K NEW $33.71 +3.4%
71 CPA COPA HOLDINGS SA Industrials 278.0 $43K NEW $153.87 -13.1%
72 DDS DILLARDS INC Consumer Cyclical 76.0 $41K NEW $535.51 +8.2%
73 LINC LINCOLN EDL SVCS CORP Consumer Defensive 800.0 $40K NEW $49.90 -42.4%
74 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 1,141.0 $31K NEW $27.13 -4.5%
75 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 2,204.0 $31K NEW $13.97 -6.7%
76 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,065.0 $30K NEW $28.55 +0.8%
77 LAUR LAUREATE ED INC Consumer Defensive 797.0 $30K NEW $37.34 +1.0%
78 YUMC YUM CHINA HLDGS INC Consumer Cyclical 715.0 $29K NEW $40.96 +15.1%
79 SMITHFIELD FOODS INC 1,189.0 $29K NEW $24.37
80 WOLF WOLFSPEED INC Technology 600.0 $29K NEW $48.25 -27.5%
Page 4 of 5  ·  90 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%