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MUFG SECURITIES AMERICAS INC. — 13F Holdings & Portfolio

CIK 867626 · latest 13F-HR filed 2026-08-14

Backtest portfolio

MUFG SECURITIES AMERICAS INC. manages $1.95B in 13F-reported U.S. long-equity assets across 506 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.50%), AAPL (6.57%), MSFT (4.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions and exited 9; 358 existing positions rose in reported value and 74 fell.

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
$1.95B

Long-equity book

Holdings
506

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+11 / −9 / ↑358 / ↓74

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA7.5% · +8%AAPL6.6% · +9%MSFT4.3% · +9%AMZN3.6% · +9%GOOGL3.2% · +10%AVGO2.8% · +9%GOOG2.6% · +10%MU2.0% · +9%META1.9% · +9%TSLA1.8% · +9%JPM1.5% · +9%LLY1.5% · +9%AMD1.5% · +9%BRK.B1.4% · +9%INTC1.0% · +10%JNJ0.9% · +9%AMAT0.9% · +9%V0.9% · +8%XOM0.9% · +8%LRCX0.8% · +9%WMT0.8% · +9%CAT0.8% · +8%CSCO0.7% · +9%ABBV0.7% · +9%COST0.6% · +9%MA0.6% · +8%BAC0.6% · +8%KLAC0.6% · +985%GE0.6% · +8%UNH0.6% · +9%HD0.5% · +9%PG0.5% · +9%SNDK0.5% · +9%GS0.5% · +8%MRK0.5% · +8%GEV0.5% · +9%KO0.5% · +9%CVX0.5% · +9%NFLX0.5% · +9%PM0.4% · +9%WFC0.4% · +9%PANW0.4% · +9%TXN0.4% · +9%PLTR0.4% · +9%IBM0.4% · +10%C0.4% · +7%MRVL0.4% · newRTX0.4% · +9%ORCL0.4% · +9%LIN0.4% · +8%WDC0.3% · +11%APH0.3% · +9%STX0.3% · +12%GLW0.3% · +9%AMGN0.3% · +9%QCOM0.3% · +8%CRWD0.3% · +10%ADI0.3% · +9%MCD0.3% · +9%TMO0.3% · +8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 358 →

Top Trims

Show all 74 →

New Positions

Show all 11 →

Exited Positions

Show all 9 →

MUFG SECURITIES AMERICAS INC. Holdings (2026-06-30)

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 $146.0M 7.50% 729,489 SH
2 Apple Inc AAPL 037833100 $128.0M 6.57% 442,363 SH
3 Microsoft Corp MSFT 594918104 $83.5M 4.29% 223,734 SH
4 Amazon.com Inc AMZN 023135106 $70.3M 3.61% 294,830 SH
5 Alphabet Inc GOOGL 02079K305 $63.1M 3.24% 176,606 SH
6 Broadcom Inc AVGO 11135F101 $53.9M 2.77% 142,602 SH
7 Alphabet Inc GOOG 02079K107 $50.3M 2.58% 142,353 SH
8 Micron Technology Inc MU 595112103 $39.2M 2.01% 33,966 SH
9 Meta Platforms Inc META 30303M102 $37.3M 1.91% 66,142 SH
10 Tesla Inc TSLA 88160R101 $35.7M 1.83% 84,793 SH
11 JPMorgan Chase & Co JPM 46625H100 $29.0M 1.49% 88,605 SH
12 Eli Lilly & Co LLY 532457108 $28.6M 1.47% 23,826 SH
13 Advanced Micro Devices Inc AMD 007903107 $28.5M 1.46% 49,111 SH
14 Berkshire Hathaway Inc BRK.B 084670702 $27.6M 1.42% 55,217 SH
15 Intel Corp INTC 458140100 $19.9M 1.02% 142,294 SH
16 Johnson & Johnson JNJ 478160104 $18.4M 0.95% 72,502 SH
17 Applied Materials Inc AMAT 038222105 $17.3M 0.89% 23,902 SH
18 Visa Inc V 92826C839 $17.2M 0.88% 49,988 SH
19 Exxon Mobil Corp XOM 30231G102 $17.1M 0.88% 124,840 SH
20 Lam Research Corp LRCX 512807306 $16.3M 0.84% 37,665 SH
21 Walmart Inc WMT 931142103 $15.0M 0.77% 132,041 SH
22 Caterpillar Inc CAT 149123101 $14.8M 0.76% 13,873 SH
23 Cisco Systems Inc CSCO 17275R102 $14.0M 0.72% 118,965 SH
24 AbbVie Inc ABBV 00287Y109 $13.4M 0.69% 53,213 SH
25 Costco Wholesale Corp COST 22160K105 $12.5M 0.64% 13,363 SH
26 Mastercard Inc MA 57636Q104 $12.5M 0.64% 24,302 SH
27 Bank of America Corp BAC 060505104 $12.3M 0.63% 215,893 SH
28 KLA Corp KLAC 482480100 $11.9M 0.61% 39,343 SH
29 General Electric Co GE 369604301 $11.7M 0.60% 31,424 SH
30 UnitedHealth Group Inc UNH 91324P102 $11.4M 0.58% 27,352 SH
31 Home Depot Inc/The HD 437076102 $10.6M 0.54% 29,999 SH
32 Procter & Gamble Co/The PG 742718109 $10.3M 0.53% 70,134 SH
33 Sandisk Corp SNDK 80004C200 $10.1M 0.52% 4,461 SH
34 Goldman Sachs Group Inc/The GS 38141G104 $9.9M 0.51% 9,755 SH
35 Merck & Co Inc MRK 58933Y105 $9.6M 0.49% 74,388 SH
36 GE Vernova Inc GEV 36828A101 $9.5M 0.49% 8,094 SH
37 Coca-Cola Co/The KO 191216100 $9.5M 0.49% 116,626 SH
38 Chevron Corp CVX 166764100 $9.3M 0.48% 56,385 SH
39 Netflix Inc NFLX 64110L106 $9.1M 0.46% 126,824 SH
40 Philip Morris International Inc PM 718172109 $8.5M 0.44% 46,942 SH
41 Wells Fargo & Co WFC 949746101 $8.4M 0.43% 101,193 SH
42 Palo Alto Networks Inc PANW 697435105 $8.3M 0.43% 24,426 SH
43 Texas Instruments Inc TXN 882508104 $8.2M 0.42% 27,411 SH
44 Palantir Technologies Inc PLTR 69608A108 $8.1M 0.41% 69,155 SH
45 International Business Machines Corp IBM 459200101 $8.0M 0.41% 28,308 SH
46 Citigroup Inc C 172967424 $7.9M 0.41% 56,399 SH
47 Marvell Technology Inc MRVL 573874104 $7.9M 0.40% 26,370 SH
48 RTX Corp RTX 75513E101 $7.7M 0.40% 40,560 SH
49 Oracle Corp ORCL 68389X105 $7.5M 0.38% 51,107 SH
50 Linde PLC LIN G54950103 $7.2M 0.37% 13,926 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.95B 506 0000867626-26-000017
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
Filer Information
Address
1221 AVENUE OF THE AMERICAS
6TH FLOOR
NEW YORK, NY 10020-1001
Phone
(212) 405-6885
Filing Manager
MUFG SECURITIES AMERICAS INC.
NEW YORK, NY
Signatory
Tiffany Chen
Director