MUFG Securities EMEA plc
SEC Form 13F institutional filer · CIK 0001597694
13F-HR · 492 reported holdings · 2026-03-31
Securities firm.
Reported long-US-equity value
$5.75B
Top-10 concentration
42.2%
MUFG Securities EMEA plc — $5.75B AUM allocation strategy
MUFG Securities EMEA plc files SEC Form 13F and reports $5.75B of long US equity value across 492 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 31.2%, followed by Communication Services 8.1% and Consumer Staples 6.2%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MUFG Securities EMEA plc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$5.75B
total across 492 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BAC +1.13M sh · +$53.2M+$PCG +540K sh · +$9.62M+$WMT +500K sh · +$70.2M
Biggest trims (shares)
−$BKR −2.33M sh · −$106M−$HPE −1.47M sh · −$35.6M−$KVUE −1.44M sh · −$24.8M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors20.8%—
- Interactive Media & Services8.1%—
- Technology Hardware, Storage & Peripherals5.6%—
- Consumer Staples Merchandise Retail4.7%—
- Diversified Banks4.1%—
- Systems Software3.1%—
- Biotechnology2.9%—
- Industrial Conglomerates2.2%—
- Other holdings48.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 3.4M | $593M | -485K | 10.3% |
| $AAPL | Apple Inc | 1.26M | $319M | -317K | 5.6% |
| $AVGO | Broadcom Inc | 996K | $308M | +175K | 5.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 845K | $243M | +176K | 4.2% |
| $MU | Micron Technology Inc | 637K | $215M | -166K | 3.7% |
| $MSFT | Microsoft Corporation | 487K | $180M | -266K | 3.1% |
| $JPM | JP Morgan Chase & Co | 566K | $166M | -48.9K | 2.9% |
| $WMT | Walmart Inc | 1.13M | $140M | +500K | 2.4% |
| $COST | Costco Wholesale Corporation | 131K | $130M | +90.5K | 2.3% |
| $HON | Honeywell International Inc | 566K | $128M | +357K | 2.2% |
…and 482 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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