Mufg Securities Emea Plc Top Holdings and 13F Report (2025) About Mufg Securities Emea PlcInvestment ActivityMufg Securities Emea Plc has $2.66 billion in total holdings as of June 30, 2025.Mufg Securities Emea Plc owns shares of 528 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 43.98% of the portfolio was purchased this quarter.About 120.43% of the portfolio was sold this quarter.This quarter, Mufg Securities Emea Plc has purchased 111 new stocks and bought additional shares in 36 stocks.Mufg Securities Emea Plc sold shares of 61 stocks and completely divested from 13 stocks this quarter.Largest Holdings Microsoft $308,823,465Meta Platforms $272,662,255NVIDIA $272,340,160Manulife Financial $204,533,225Honeywell International $130,389,279 Largest New Holdings this Quarter 20030N101 - Comcast $75,341,768 Holding053015103 - Automatic Data Processing $69,759,772 Holding706327103 - Pembina Pipeline $52,541,116 Holding17275R102 - Cisco Systems $36,546,331 Holding94106L109 - Waste Management $34,570,583 Holding Largest Purchases this Quarter Manulife Financial 5,700,000 shares (about $182.16M)Comcast 2,111,005 shares (about $75.34M)Automatic Data Processing 226,199 shares (about $69.76M)Pembina Pipeline 1,400,000 shares (about $52.54M)Mastercard 92,498 shares (about $51.98M) Largest Sales this Quarter NVIDIA 4,710,677 shares (about $744.24M)Amazon.com 1,884,830 shares (about $413.51M)Meta Platforms 557,516 shares (about $411.50M)Visa 1,059,943 shares (about $376.33M)Apple 1,361,028 shares (about $279.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMufg Securities Emea Plc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$308,823,465$215,675,981 ▼-41.1%620,86311.6%Computer and TechnologyMETAMeta Platforms$272,662,255$411,496,984 ▼-60.1%369,41610.3%Computer and TechnologyNVDANVIDIA$272,340,160$744,239,859 ▼-73.2%1,723,78110.2%Computer and TechnologyMFCManulife Financial$204,533,225$182,162,404 ▲814.3%6,400,0007.7%FinanceHONHoneywell International$130,389,279$23,730,239 ▲22.2%559,8994.9%Multi-Sector ConglomeratesMAMastercard$90,189,684$51,978,326 ▲136.0%160,4973.4%Business ServicesCMCSAComcast$75,341,768$75,341,768 ▲New Holding2,111,0052.8%Consumer DiscretionaryAAPLApple$75,119,918$279,242,115 ▼-78.8%366,1352.8%Computer and TechnologyADPAutomatic Data Processing$69,759,772$69,759,772 ▲New Holding226,1992.6%Computer and TechnologyTSLATesla$62,290,902$27,447,730 ▼-30.6%196,0932.3%Auto/Tires/TrucksPBAPembina Pipeline$52,541,116$52,541,116 ▲New Holding1,400,0002.0%EnergyGOOGLAlphabet$46,207,154$40,920,254 ▲774.0%262,1981.7%Computer and TechnologyAVGOBroadcom$44,626,081$30,843,581 ▲223.8%161,8941.7%Computer and TechnologyLMTLockheed Martin$38,355,865$33,724,465 ▲728.2%82,8171.4%AerospaceCSCOCisco Systems$36,546,331$36,546,331 ▲New Holding526,7561.4%Computer and TechnologyWMWaste Management$34,570,583$34,570,583 ▲New Holding151,0821.3%Business ServicesTRGPTarga Resources$33,796,239$33,796,239 ▲New Holding194,1421.3%EnergyAMZNAmazon.com$31,616,951$413,512,853 ▼-92.9%144,1131.2%Retail/WholesaleMCDMcDonald's$29,833,771$29,833,771 ▲New Holding102,1111.1%Retail/WholesalePGRProgressive$28,669,304$18,528,891 ▲182.7%107,4321.1%FinanceHDHome Depot$28,574,822$28,574,822 ▲New Holding77,9371.1%Retail/WholesaleQQQInvesco QQQ$26,202,900$17,928,300 ▼-40.6%47,5001.0%FinanceCOFCapital One Financial$26,010,974$26,010,974 ▲New Holding122,2551.0%FinanceHPEHewlett Packard Enterprise$23,044,471$10,304,121 ▲80.9%1,126,8690.9%Computer and TechnologyBHCBausch Health Cos$22,644,000$22,644,000 ▲New Holding3,400,0000.9%MedicalICEIntercontinental Exchange$22,437,097$11,795,837 ▲110.9%122,2930.8%FinanceTSMTaiwan Semiconductor Manufacturing$21,529,850$21,396,138 ▲16,001.7%95,0000.8%Computer and TechnologyTAT&T$20,873,351$14,998,560 ▲255.3%721,2630.8%Computer and TechnologyCBChubb$20,598,513$20,598,513 ▲New Holding71,0980.8%FinanceNEPNextera Energy Partners$16,400,000$16,400,000 ▲New Holding2,000,0000.6%EnergyAPHAmphenol$15,559,840$352,439 ▲2.3%157,5680.6%Computer and TechnologySPGIS&P Global$14,726,155$14,726,155 ▲New Holding27,9280.6%FinanceARM HOLDINGS PLC$14,556,600$7,149,231 ▲96.5%90,0000.5%SPONSORED ADSNKENIKE$13,034,419$11,973,721 ▼-47.9%183,4800.5%Consumer DiscretionaryCCLCarnival$12,740,806$10,466,939 ▼-45.1%453,0870.5%Consumer DiscretionaryAMATApplied Materials$12,705,241$439,551 ▲3.6%69,4010.5%Computer and TechnologyBACBank of America$12,036,457$916,304 ▲8.2%254,3630.5%FinanceDNBDun & Bradstreet$11,135,250$11,135,250 ▲New Holding1,225,0000.4%Business ServicesCSXCSX$10,949,029$10,949,029 ▲New Holding335,5510.4%TransportationCHKChesapeake Energy$10,833,322$10,833,322 ▲New Holding92,6400.4%EnergyUNPUnion Pacific$10,759,921$10,759,921 ▲New Holding46,7660.4%TransportationPMPhilip Morris International$10,672,636$10,672,636 ▲New Holding58,5990.4%Consumer StaplesHESHess$10,641,812$1,082,690 ▲11.3%76,8140.4%EnergySPRSpirit Aerosystems$10,376,800$7,630,038 ▲277.8%272,0000.4%AerospaceMSIMotorola Solutions$10,297,906$10,297,906 ▲New Holding24,4920.4%Computer and TechnologyNSCNorfolk Southern$10,153,562$170,732 ▲1.7%39,6670.4%TransportationANSSANSYS$9,924,775$90,966 ▲0.9%28,2580.4%Computer and TechnologyGPCGenuine Parts$9,754,537$49,737 ▲0.5%80,4100.4%Retail/WholesaleORLYO'Reilly Automotive$9,691,318$9,691,318 ▲New Holding107,5260.4%Retail/WholesaleKKellanova$9,606,588$9,606,588 ▲New Holding120,7920.4%Consumer DiscretionaryCMICummins$9,302,638$132,965 ▲1.5%28,4050.4%Auto/Tires/TrucksWMBWilliams Companies$9,082,828$8,015,121 ▲750.7%144,6080.3%EnergyENPHEnphase Energy$9,071,920$7,089,420 ▲357.6%228,8000.3%EnergyIPGInterpublic Group of Companies$9,059,975$26,879 ▲0.3%370,0970.3%Business ServicesKVUEKenvue$8,971,603$8,971,603 ▲New Holding428,6480.3%Consumer StaplesDHRDanaher$8,866,583$372,560 ▲4.4%44,8850.3%MedicalFOXFOX$8,745,554$1,270,666 ▼-12.7%169,3890.3%Consumer DiscretionaryMNROMonro Muffler Brake$8,200,500$8,200,500 ▲New Holding550,0000.3%Consumer DiscretionaryLIBERTY GLOBAL LTD$8,098,090$8,098,090 ▲New Holding809,0000.3%COM CL AAMDAdvanced Micro Devices$7,774,843$3,577,157 ▼-31.5%54,7910.3%Computer and TechnologyZBRAZebra Technologies$7,755,562$46,871 ▲0.6%25,1510.3%IndustrialsFTVFortive$7,298,461$730,081 ▲11.1%140,0050.3%Computer and TechnologySSDSimpson Manufacturing$6,833,640$6,833,640 ▲New Holding44,0000.3%ConstructionJJacobs Solutions$6,619,953$6,619,953 ▲New Holding50,3610.2%Business ServicesJNPRJuniper Networks$6,387,802$6,387,802 ▲New Holding159,9750.2%Computer and TechnologyAALAmerican Airlines Group$6,171,0000.0%550,0000.2%TransportationJPMJPMorgan Chase & Co.$6,149,571$2,381,031 ▲63.2%21,2120.2%FinanceAMEDAmedisys$5,214,670$2,066,190 ▲65.6%53,0000.2%MedicalROKURoku$4,306,610$4,306,610 ▲New Holding49,0000.2%Consumer DiscretionaryUNHUnitedHealth Group$3,956,092$524,734 ▲15.3%12,6810.1%MedicalIACIAC$3,771,340$3,771,340 ▲New Holding101,0000.1%Multi-Sector ConglomeratesHOUSAnywhere Real Estate$3,620,000$3,620,000 ▲New Holding1,000,0000.1%FinanceNWSANews$3,183,428$3,183,428 ▲New Holding107,1140.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$3,118,158$2,632,874 ▲542.5%6,4190.1%FinanceGCOGenesco$2,953,500$2,953,500 ▲New Holding150,0000.1%Retail/WholesaleGOOGAlphabet$2,460,931$2,460,931 ▲New Holding13,8730.1%Computer and TechnologyFTREFortrea$2,405,780$2,405,780 ▲New Holding487,0000.1%MedicalINTUIntuit$2,382,581$2,382,581 ▲New Holding3,0250.1%Computer and TechnologyCOSTCostco Wholesale$2,287,751$7,611,648 ▼-76.9%2,3110.1%Retail/WholesaleRALLIANT CORP$2,246,687$2,246,687 ▲New Holding46,3330.1%COMHIIHuntington Ingalls Industries$1,959,448$1,959,448 ▲New Holding8,1150.1%AerospaceLLYEli Lilly and Company$1,811,628$1,811,628 ▲New Holding2,3240.1%MedicalVVisa$1,795,488$376,332,794 ▼-99.5%5,0570.1%Business ServicesNFLXNetflix$1,684,626$1,684,626 ▲New Holding1,2580.1%Consumer DiscretionaryIBKRInteractive Brokers Group$1,573,644$1,573,644 ▲New Holding28,4000.1%FinanceXOMExxon Mobil$1,372,941$1,372,941 ▲New Holding12,7360.1%EnergyGDGeneral Dynamics$1,354,469$217,287 ▲19.1%4,6440.1%AerospaceWMTWalmart$1,248,357$1,248,357 ▲New Holding12,7670.0%Retail/WholesaleAIZAssurant$1,234,510$1,234,510 ▲New Holding6,2510.0%FinancePGProcter & Gamble$1,103,769$1,103,769 ▲New Holding6,9280.0%Consumer StaplesJNJJohnson & Johnson$1,086,053$1,086,053 ▲New Holding7,1100.0%MedicalORCLOracle$1,050,736$1,050,736 ▲New Holding4,8060.0%Computer and TechnologyABBVAbbVie$968,936$968,936 ▲New Holding5,2200.0%MedicalPALANTIR TECHNOLOGIES INC$856,908$55,034,187 ▼-98.5%6,2860.0%CL AGEGE Aerospace$811,036$11,543,686 ▼-93.4%3,1510.0%AerospaceKOCocaCola$809,805$31,027,715 ▼-97.5%11,4460.0%Consumer StaplesIBMInternational Business Machines$809,466$809,466 ▲New Holding2,7460.0%Computer and TechnologyCRMSalesforce$773,076$61,399,959 ▼-98.8%2,8350.0%Computer and TechnologyWFCWells Fargo & Company$770,434$770,434 ▲New Holding9,6160.0%FinanceABTAbbott Laboratories$699,227$699,227 ▲New Holding5,1410.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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