Go Pro

Mufg Securities Americas Inc. Top Holdings and 13F Report (2026)

About Mufg Securities Americas Inc.

Investment Activity

  • Mufg Securities Americas Inc. has $1.95 billion in total holdings as of June 30, 2026.
  • Mufg Securities Americas Inc. owns shares of 506 different stocks, but just 133 companies or ETFs make up 80% of its holdings.
  • Approximately 9.77% of the portfolio was purchased this quarter.
  • About 0.51% of the portfolio was sold this quarter.
  • This quarter, Mufg Securities Americas Inc. has purchased 504 new stocks and bought additional shares in 491 stocks.
  • Mufg Securities Americas Inc. sold shares of 3 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

NVIDIA
$145,963,454
Apple
$128,002,158
Microsoft
$83,457,257
Amazon.com
$70,269,782
Alphabet
$63,113,686

Largest New Holdings this Quarter

573874104 - Marvell Technology
$7,855,359 Holding
438516205 - Honeywell International Inc
$2,136,678 Holding
43849R105 - Honeywell Aerospace Inc
$2,109,766 Holding
Y2573F102 - Flex
$1,794,763 Holding
337932AV9 - FirstEnergy Corp
$1,446,912 Holding

Largest Purchases this Quarter

NVIDIA
57,236 shares (about $11.45M)
KLA
35,716 shares (about $10.78M)
Apple
36,213 shares (about $10.48M)
Marvell Technology
26,370 shares (about $7.86M)
Microsoft
18,306 shares (about $6.83M)

Largest Sales this Quarter

Pinnacle West Capital Corp
2,000,000 shares (about $2.43M)
Salesforce
1,288 shares (about $201.78K)
Omnicom Group
121 shares (about $8.81K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMufg Securities Americas Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$145,963,454$11,452,351 â–²8.5%729,4897.5%Technology
Apple Inc. stock logo
AAPL
Apple
$128,002,158$10,478,594 â–²8.9%442,3636.6%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$83,457,257$6,828,504 â–²8.9%223,7344.3%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$70,269,782$5,858,159 â–²9.1%294,8303.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$63,113,686$5,554,245 â–²9.6%176,6063.2%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$53,867,906$4,319,949 â–²8.7%142,6022.8%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$50,297,585$4,584,103 â–²10.0%142,3532.6%Communication Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$39,206,614$3,265,486 â–²9.1%33,9662.0%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$37,257,127$3,173,576 â–²9.3%66,1421.9%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$35,663,936$2,939,153 â–²9.0%84,7931.8%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$29,003,075$2,451,047 â–²9.2%88,6051.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$28,577,619$2,283,715 â–²8.7%23,8261.5%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$28,529,071$2,327,125 â–²8.9%49,1111.5%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$27,630,035$2,245,250 â–²8.8%55,2171.4%Finance
Intel Corporation stock logo
INTC
Intel
$19,868,511$1,731,412 â–²9.5%142,2941.0%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$18,413,333$1,481,407 â–²8.7%72,5020.9%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$17,281,146$1,405,512 â–²8.9%23,9020.9%Technology
Visa Inc. stock logo
V
Visa
$17,150,383$1,194,296 â–²7.5%49,9880.9%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$17,068,125$1,261,789 â–²8.0%124,8400.9%Energy
Lam Research Corp
$16,321,374$1,351,123 â–²9.0%37,6650.8%COM
Walmart Inc
$14,954,964$1,219,810 â–²8.9%132,0410.8%COM
Caterpillar Inc. stock logo
CAT
Caterpillar
$14,773,358$1,065,965 â–²7.8%13,8730.8%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$13,973,629$1,134,546 â–²8.8%118,9650.7%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$13,390,519$1,086,833 â–²8.8%53,2130.7%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$12,500,686$1,013,114 â–²8.8%13,3630.6%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$12,481,507$910,099 â–²7.9%24,3020.6%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$12,301,583$926,495 â–²8.1%215,8930.6%Finance
KLA Corporation stock logo
KLAC
KLA
$11,870,177$10,775,875 â–²984.7%39,3430.6%Technology
GE Aerospace stock logo
GE
GE Aerospace
$11,744,092$900,316 â–²8.3%31,4240.6%Industrials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$11,368,312$952,624 â–²9.1%27,3520.6%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$10,580,047$866,887 â–²8.9%29,9990.5%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$10,284,450$856,524 â–²9.1%70,1340.5%Consumer Staples
Sandisk Corp
$10,143,110$857,196 â–²9.2%4,4610.5%COM
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$9,865,914$739,311 â–²8.1%9,7550.5%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$9,558,858$735,406 â–²8.3%74,3880.5%Healthcare
GE Vernova Inc
$9,509,317$749,561 â–²8.6%8,0940.5%COM
CocaCola Company (The) stock logo
KO
CocaCola
$9,478,195$773,934 â–²8.9%116,6260.5%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$9,346,378$750,396 â–²8.7%56,3850.5%Energy
Netflix, Inc. stock logo
NFLX
Netflix
$9,055,234$715,357 â–²8.6%126,8240.5%Communication Services
Philip Morris International Inc. stock logo
PM
Philip Morris International
$8,492,277$701,388 â–²9.0%46,9420.4%Consumer Staples
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$8,362,590$673,516 â–²8.8%101,1930.4%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$8,329,755$704,547 â–²9.2%24,4260.4%Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$8,170,397$685,263 â–²9.2%27,4110.4%Technology
Palantir Technologies Inc
$8,068,314$695,237 â–²9.4%69,1550.4%Class A
International Business Machines Corporation stock logo
IBM
International Business Machines
$7,960,493$688,683 â–²9.5%28,3080.4%Technology
Citigroup Inc. stock logo
C
Citigroup
$7,893,604$535,207 â–²7.3%56,3990.4%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$7,855,359$7,855,359 â–²New Holding26,3700.4%Technology
RTX Corporation stock logo
RTX
RTX
$7,695,449$650,015 â–²9.2%40,5600.4%Industrials
Oracle Corporation stock logo
ORCL
Oracle
$7,489,731$614,924 â–²8.9%51,1070.4%Technology
Linde PLC
$7,226,758$523,091 â–²7.8%13,9260.4%SHS
Western Digital Corporation stock logo
WDC
Western Digital
$6,631,191$639,359 â–²10.7%10,3820.3%Technology
Amphenol Corporation stock logo
APH
Amphenol
$6,533,185$536,013 â–²8.9%37,0530.3%Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$6,517,610$694,800 â–²11.9%6,7540.3%Technology
Corning Incorporated stock logo
GLW
Corning
$6,025,083$507,029 â–²9.2%23,5880.3%Technology
Amgen Inc. stock logo
AMGN
Amgen
$5,886,623$492,121 â–²9.1%16,2560.3%Healthcare
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$5,866,159$410,419 â–²7.5%31,7450.3%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$5,850,994$527,330 â–²9.9%7,6670.3%Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$5,840,385$470,249 â–²8.8%14,7050.3%Technology
McDonald's Corporation stock logo
MCD
McDonald's
$5,784,364$458,716 â–²8.6%21,3990.3%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,611,722$399,584 â–²7.7%11,1930.3%Healthcare
PepsiCo, Inc. stock logo
PEP
PepsiCo
$5,573,741$454,538 â–²8.9%41,1650.3%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$5,512,658$455,790 â–²9.0%62,8080.3%Utilities
American Express Company stock logo
AXP
American Express
$5,422,148$409,621 â–²8.2%16,0300.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,324,763$385,294 â–²7.8%125,7620.3%Communication Services
Arista Networks Inc
$5,283,098$429,117 â–²8.8%31,0990.3%SHS
The Boeing Company stock logo
BA
Boeing
$5,139,647$435,538 â–²9.3%23,7430.3%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,045,859$390,719 â–²8.4%33,3060.3%Consumer Discretionary
The Walt Disney Company stock logo
DIS
Walt Disney
$5,033,971$315,892 â–²6.7%52,3010.3%Communication Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$4,983,900$404,388 â–²8.8%11,6960.3%Industrials
Union Pacific Corporation stock logo
UNP
Union Pacific
$4,863,904$397,936 â–²8.9%17,8820.2%Industrials
Welltower Inc. stock logo
WELL
Welltower
$4,825,609$443,499 â–²10.1%21,2610.2%Real Estate
Deere & Company stock logo
DE
Deere & Company
$4,799,341$375,523 â–²8.5%7,5660.2%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,760,311$395,263 â–²9.1%52,4610.2%Healthcare
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$4,724,358$387,106 â–²8.9%37,3940.2%Healthcare
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$4,543,190$278,655 â–²6.5%49,2380.2%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,424,057$314,618 â–²7.7%61,3090.2%Industrials
AT&T Inc. stock logo
T
AT&T
$4,331,993$323,044 â–²8.1%209,2750.2%Communication Services
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,242,053$334,051 â–²8.5%10,6670.2%Healthcare
Blackrock Inc
$4,180,863$341,354 â–²8.9%4,3480.2%COM
AppLovin Corp
$4,175,424$311,714 â–²8.1%8,1040.2%CLASS A
Booking Holdings Inc. stock logo
BKNG
Booking
$4,159,765$4,000,775 â–²2,516.4%23,3380.2%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$4,133,573$345,163 â–²9.1%171,6600.2%Healthcare
CVS Health Corporation stock logo
CVS
CVS Health
$3,975,480$333,730 â–²9.2%38,4290.2%Healthcare
Vertiv Holdings Co. stock logo
VRT
Vertiv
$3,873,533$329,463 â–²9.3%11,5690.2%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$3,859,946$201,778 â–¼-5.0%24,6390.2%Technology
The Progressive Corporation stock logo
PGR
Progressive
$3,844,502$301,679 â–²8.5%17,5990.2%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$3,814,604$290,256 â–²8.2%36,6930.2%Energy
Prologis, Inc. stock logo
PLD
Prologis
$3,804,404$319,980 â–²9.2%28,0830.2%Real Estate
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$3,797,501$306,482 â–²8.8%7,6450.2%Healthcare
Capital One Financial Corporation stock logo
COF
Capital One Financial
$3,760,221$290,097 â–²8.4%18,7430.2%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$3,759,311$211,415 â–²6.0%8,7130.2%Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$3,719,225$296,780 â–²8.7%16,8680.2%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$3,719,098$270,828 â–²7.9%9,1320.2%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$3,714,900$299,305 â–²8.8%3,7980.2%Industrials
Chubb Limited stock logo
CB
Chubb
$3,702,140$272,933 â–²8.0%10,8650.2%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$3,618,725$276,648 â–²8.3%50,2950.2%Consumer Staples
Danaher Corporation stock logo
DHR
Danaher
$3,613,787$297,720 â–²9.0%18,9720.2%Healthcare
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$3,543,860$296,973 â–²9.1%61,5040.2%Healthcare
Starbucks Corporation stock logo
SBUX
Starbucks
$3,507,774$286,234 â–²8.9%34,3260.2%Consumer Discretionary
Bank of New York Mellon Corp/The
$3,282,213$287,918 â–²9.6%22,6970.2%COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data