MUFG SECURITIES AMERICAS INC.

CIK: 0000867626SEC EDGAR →

Portfolio Value

$1.6T

Holdings

508

As of

Q4 2025

New Positions

9

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA Corp

654,648$122.0B
7.60%
2

Apple Inc

398,079$108.0B
6.72%
3

Microsoft Corp

200,230$96.0B
5.98%
4

Amazon.com Inc

262,077$60.0B
3.74%
5

Alphabet Inc

156,738$49.0B
3.05%
6

Broadcom Inc

127,222$44.0B
2.74%
7

Alphabet Inc

125,273$39.0B
2.43%
8

Meta Platforms Inc

58,673$38.0B
2.37%
9

Tesla Inc

75,701$34.0B
2.12%
10

JPMorgan Chase & Co

79,682$25.0B
1.56%

Quarterly Changes

Top Buys

LQDNEW
$11.0B
META↑ Increased
$5.0B
ORCL↑ Increased
$4.6B
NFLX↑ Increased
$3.7B

Top Sells

GOOGL↓ Decreased
$10.9B
GOOG↓ Decreased
$8.3B
MSFT↓ Decreased
$7.8B
AAPL↓ Decreased
$6.1B
LLY↓ Decreased
$5.6B

New Positions (9)

$11.0B · 100K shares
$3.0B · 3.0M shares
$3.0B · 3.0M shares
$2.0B · 18K shares
$1.0B · 4K shares
$0 · 948 shares
$0 · 4K shares
$0 · 6K shares
$0 · 6K shares

Closed Positions (6)

$594.6M · 7K shares
$275.7M · 10K shares
$211.9M · 7K shares
$195.3M · 3K shares
$181.6M · 4K shares
$181.5M · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Technology80$510.0B37.5%
Financial Services67$164.0B12.1%
Communication Services21$154.0B11.3%
Consumer Cyclical52$141.0B10.4%
Healthcare54$121.0B8.9%
Industrials74$77.0B5.7%
Unknown29$57.0B4.2%
Consumer Defensive32$51.0B3.8%
Energy23$33.0B2.4%
Utilities29$21.0B1.5%
Basic Materials19$16.0B1.2%
Real Estate28$14.0B1.0%