StockDriftsStockDriftsTop 50 Mufg Securities Americas INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 7.5% | 729.5K | $146.0M | +8.51%(+57.24K) | $140.78(+60.03%) | 2026-06-30 | |
| AAPL | Apple Inc | 6.57% | 442.4K | $128.0M | +8.92%(+36.21K) | $233.46(+30.76%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 4.29% | 223.7K | $83.5M | +8.91%(+18.31K) | $433.19(+14.70%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 3.61% | 294.8K | $70.3M | +9.09%(+24.58K) | $208.35(+27.25%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 3.24% | 176.6K | $63.1M | +9.65%(+15.54K) | $195.44(+77.22%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 2.77% | 142.6K | $53.9M | +8.72%(+11.44K) | $236.63(+76.57%) | 2026-06-30 | |
| GOOG | Alphabet Inc | 2.58% | 142.4K | $50.3M | +10.03%(+12.97K) | $197.18(+74.43%) | 2026-06-30 | |
| MU | Micron Technology Inc | 2.01% | 34.0K | $39.2M | +9.09%(+2.83K) | $162.69(+483.84%) | 2026-06-30 | |
| META | Meta Platforms Inc | 1.91% | 66.1K | $37.3M | +9.31%(+5.63K) | $613.80(-3.07%) | 2026-06-30 | |
| TSLA | Tesla Inc | 1.83% | 84.8K | $35.7M | +8.98%(+6.99K) | $324.96(+4.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.46% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.45% |
Mufg Securities Americas INC reports $1.95B in US-listed equity holdings across 506 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.5%), AAPL (6.6%) and MSFT (4.3%). The top 20 holdings account for 47.61% of reported assets. Its disclosed equity book has returned +21.46% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mufg Securities Americas INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mufg Securities Americas INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 867626). View Mufg Securities Americas INC’s 13F filings on SEC