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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 20 of 83  ·  1,659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DRI DARDEN RESTAURANTS INC Consumer Cyclical 281,713.0 $58.0M 0.03% +22K +8.7% $206.01 +6.2%
382 EXPD EXPEDITORS INTL WASH INC Industrials 354,930.0 $57.8M 0.03% +22K +6.7% $162.98 +14.1%
383 FFIV F5 INC Technology 138,827.0 $57.7M 0.03% +6K +4.2% $415.96 -5.4%
384 ARES ARES MANAGEMENT CORPORATION Financial Services 514,924.0 $57.3M 0.03% +31K +6.4% $111.31 +26.1%
385 VRSK VERISK ANALYTICS INC Industrials 318,032.0 $57.1M 0.03% -13K -3.9% $179.53 -0.4%
386 DGX QUEST DIAGNOSTICS INC Healthcare 268,354.0 $56.9M 0.03% +17K +6.7% $211.95 +11.5%
387 KIM KIMCO REALTY CORP Real Estate 2,239,258.0 $56.8M 0.03% +136K +6.5% $25.35 -4.5%
388 LH LABCORP HOLDINGS INC Healthcare 199,962.0 $56.0M 0.03% +15K +8.2% $280.00 +15.1%
389 NI NISOURCE INC Utilities 1,157,807.0 $55.1M 0.03% +54K +4.8% $47.55 -11.4%
390 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 503,256.0 $54.2M 0.03% +23K +4.8% $107.78 +5.0%
391 AMCOR PLC 1,250,010.0 $54.2M 0.03% +123K +10.9% $43.35
392 DLTR DOLLAR TREE INC Consumer Defensive 446,589.0 $54.0M 0.03% +20K +4.6% $120.95 +7.9%
393 MAA MID-AMER APT CMNTYS INC Real Estate 386,210.0 $53.7M 0.03% +29K +8.2% $138.94 -6.3%
394 INVH INVITATION HOMES INC Real Estate 1,771,512.0 $53.5M 0.03% +19K +1.1% $30.21 -1.6%
395 VLTO VERALTO CORP Industrials 602,400.0 $53.4M 0.03% +50K +9.1% $88.68 +8.3%
396 JBHT HUNT J B TRANS SVCS INC Industrials 183,583.0 $53.1M 0.03% +11K +6.2% $289.43 -5.3%
397 KEY KEYCORP Financial Services 2,248,752.0 $51.8M 0.03% +116K +5.4% $23.05 -1.1%
398 CORPAY INC 155,026.0 $51.7M 0.03% $333.27
399 SNA SNAP ON INC Industrials 128,048.0 $51.5M 0.03% +10K +8.9% $402.40 -1.7%
400 KHC KRAFT HEINZ CO Consumer Defensive 2,175,789.0 $51.4M 0.03% -161K -6.9% $23.62 +5.1%
Page 20 of 83  ·  1,659 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%