MUFG SECURITIES AMERICAS INC. — 13F Holdings & Portfolio

CIK 867626 · latest 13F-HR filed 2026-05-11

MUFG SECURITIES AMERICAS INC. manages $1.55B in 13F-reported U.S. long-equity assets across 504 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.55%), AAPL (6.64%), MSFT (4.90%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 11, added to 193, and trimmed 187.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.55B

Long-equity book

Holdings

504

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+7 / −11 / ↑193 / ↓187

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Exxon Mobil Corp$5.9M +43.5%
  • Chevron Corp$3.0M +38.1%
  • Johnson & Johnson$2.9M +21.3%
  • Applied Materials Inc$2.0M +36.1%
  • Costco Wholesale Corp$1.9M +18.8%
Show all 193

Top Trims

  • Microsoft Corp-$20.8M -21.5%
  • Tesla Inc-$5.1M -15.0%
  • Amazon.com Inc-$4.2M -7.0%
  • Meta Platforms Inc-$4.1M -10.6%
  • Broadcom Inc-$3.4M -7.8%
Show all 187

New Positions

  • Vertiv Holdings Co$2.7M
  • PPL Capital Funding Inc$2.4M
  • Ciena Corp$1.5M
  • Lumentum Holdings Inc$1.4M
  • Coherent Corp$1.2M
Show all 7

Exited Positions

  • iShares iBoxx $ Investment Grade Corporate Bond ETF$11.0M
  • SPDR S&P 500 ETF Trust$8.1M
  • Southern Co/The$3.9M
  • Evergy Inc$3.7M
  • WEC Energy Group Inc$2.4M
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corp NVDA 67066G104 $117.2M 7.55% 672,253 SH
2 Apple Inc AAPL 037833100 $103.1M 6.64% 406,150 SH
3 Microsoft Corp MSFT 594918104 $76.0M 4.90% 205,428 SH
4 Amazon.com Inc AMZN 023135106 $56.3M 3.63% 270,251 SH
5 Alphabet Inc GOOGL 02079K305 $46.3M 2.98% 161,064 SH
6 Broadcom Inc AVGO 11135F101 $40.6M 2.62% 131,166 SH
7 Alphabet Inc GOOG 02079K107 $37.1M 2.39% 129,379 SH
8 Meta Platforms Inc META 30303M102 $34.6M 2.23% 60,508 SH
9 Tesla Inc TSLA 88160R101 $28.9M 1.86% 77,805 SH
10 Berkshire Hathaway Inc BRK.B 084670702 $24.3M 1.57% 50,730 SH
11 JPMorgan Chase & Co JPM 46625H100 $23.9M 1.54% 81,117 SH
12 Eli Lilly & Co LLY 532457108 $20.2M 1.30% 21,922 SH
13 Exxon Mobil Corp XOM 30231G102 $19.6M 1.26% 115,611 SH
14 Johnson & Johnson JNJ 478160104 $16.3M 1.05% 66,669 SH
15 Walmart Inc WMT 931142103 $15.1M 0.97% 121,271 SH
16 Visa Inc V 92826C839 $14.1M 0.91% 46,507 SH
17 Costco Wholesale Corp COST 22160K105 $12.2M 0.79% 12,280 SH
18 Mastercard Inc MA 57636Q104 $11.3M 0.73% 22,530 SH
19 Netflix Inc NFLX 64110L106 $11.2M 0.72% 116,805 SH
20 Chevron Corp CVX 166764100 $10.7M 0.69% 51,858 SH
21 AbbVie Inc ABBV 00287Y109 $10.6M 0.68% 48,894 SH
22 Micron Technology Inc MU 595112103 $10.5M 0.68% 31,137 SH
23 Bank of America Corp BAC 060505104 $9.7M 0.63% 199,633 SH
24 Procter & Gamble Co/The PG 742718109 $9.3M 0.60% 64,293 SH
25 Palantir Technologies Inc PLTR 69608A108 $9.2M 0.60% 63,196 SH
26 Advanced Micro Devices Inc AMD 007903107 $9.2M 0.59% 45,105 SH
27 Caterpillar Inc CAT 149123101 $9.1M 0.59% 12,872 SH
28 Home Depot Inc/The HD 437076102 $9.1M 0.58% 27,541 SH
29 Cisco Systems Inc CSCO 17275R102 $8.5M 0.55% 109,306 SH
30 Merck & Co Inc MRK 58933Y105 $8.3M 0.53% 68,665 SH
31 General Electric Co GE 369604301 $8.2M 0.53% 29,015 SH
32 Coca-Cola Co/The KO 191216100 $8.1M 0.52% 107,103 SH
33 Goldman Sachs Group Inc/The GS 38141G104 $7.6M 0.49% 9,024 SH
34 Applied Materials Inc AMAT 038222105 $7.5M 0.48% 21,958 SH
35 Wells Fargo & Co WFC 949746101 $7.4M 0.48% 93,043 SH
36 Lam Research Corp LRCX 512807306 $7.4M 0.48% 34,547 SH
37 RTX Corp RTX 75513E101 $7.2M 0.46% 37,134 SH
38 Philip Morris International Inc PM 718172109 $7.1M 0.46% 43,065 SH
39 Oracle Corp ORCL 68389X105 $6.9M 0.44% 46,911 SH
40 UnitedHealth Group Inc UNH 91324P102 $6.8M 0.44% 25,060 SH
41 GE Vernova Inc GEV 36828A101 $6.5M 0.42% 7,456 SH
42 Linde PLC LIN G54950103 $6.4M 0.41% 12,918 SH
43 International Business Machines Corp IBM 459200101 $6.3M 0.40% 25,859 SH
44 McDonald's Corp MCD 580135101 $6.1M 0.39% 19,702 SH
45 Citigroup Inc C 172967424 $6.0M 0.38% 52,575 SH
46 PepsiCo Inc PEP 713448108 $5.9M 0.38% 37,808 SH
47 Verizon Communications Inc VZ 92343V104 $5.9M 0.38% 116,662 SH
48 Intel Corp INTC 458140100 $5.7M 0.37% 129,894 SH
49 AT&T Inc T 00206R102 $5.6M 0.36% 193,669 SH
50 NextEra Energy Inc NEE 65339F101 $5.4M 0.34% 57,615 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $1.55B 504 0000867626-26-000014
2025-12-31 2026-02-13 $1.61B 508 0000867626-26-000009
2025-09-30 2025-11-10 $1.55B 505 0000867626-25-000019