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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 73 of 83  ·  1,659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 CE CELANESE CORP DEL Basic Materials 233.0 $11K $46.00 +0.3%
1442 SLAB SILICON LABORATORIES INC Technology 49.0 $11K $218.55 +0.1%
1443 KN KNOWLES CORP Technology 256.0 $11K $41.48 -15.4%
1444 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 617.0 $11K -979.0 -61.3% $17.20 -2.5%
1445 FIVN FIVE9 INC Technology 491.0 $10K $21.32 +51.6%
1446 HLI HOULIHAN LOKEY INC Financial Services 78.0 $10K $134.13 -2.9%
1447 GFF GRIFFON CORP Industrials 107.0 $10K $97.53 +4.9%
1448 PFBC PREFERRED BK LOS ANGELES CA Financial Services 98.0 $10K $106.26 -2.1%
1449 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 205.0 $10K $50.53 -1.8%
1450 LNTH LANTHEUS HLDGS INC Healthcare 93.0 $10K $110.94 -9.4%
1451 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 218.0 $10K $47.27 +10.3%
1452 WAL WESTERN ALLIANCE BANCORP Financial Services 125.0 $10K $82.20 -3.2%
1453 KMT KENNAMETAL INC Industrials 289.0 $10K $35.05 -12.5%
1454 OGE OGE ENERGY CORP Utilities 207.0 $10K $48.66 -3.5%
1455 GBCI GLACIER BANCORP INC NEW Financial Services 194.0 $10K $51.58 -7.0%
1456 RITM RITHM CAPITAL CORP Real Estate 1,065.0 $10K $9.39 +10.3%
1457 OCFC OCEANFIRST FINL CORP Financial Services 512.0 $10K $19.53 -1.4%
1458 GATX GATX CORP Industrials 56.0 $10K $177.20 -0.6%
1459 MTH MERITAGE HOMES CORP Consumer Cyclical 118.0 $10K $83.85 -11.4%
1460 ADMA ADMA BIOLOGICS INC Healthcare 1,162.0 $10K $8.37 +19.5%
Page 73 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%