MUFG SECURITIES AMERICAS INC.

NEW YORK, NY · CIK 867626 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityMUFG SECURITIES AMERICAS INC. (US)
Part of 株式会社三菱ＵＦＪフィナンシャル・グループ (JP)

Other 13F filers in this group: Mitsubishi UFJ Asset Management Co., Ltd. $180.4bn, MITSUBISHI UFJ FINANCIAL GROUP INC $78.8bn, Mitsubishi UFJ Trust & Banking Corp $45.7bn, MUFG Securities EMEA plc $9.5bn, MUFG BANK, LTD. $3.6bn, Mitsubishi UFJ Asset Management (UK) Ltd. $215.2m, Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. $32.7m, First Sentier Investors (Australia) IM Ltd files a notice, First Sentier Investors (Australia) RE Ltd files a notice, First Sentier Investors (Hong Kong) Ltd files a notice

3 more

First Sentier Investors RQI Pty Ltd files a notice, Mitsubishi UFJ Securities Holdings Co., Ltd. files a notice, MUFG Americas Holdings Corp last filed Q3 2023

$1.9bn reported value +25.4% vs Q1 2026

506positions

36.3%in top 10

11 new 491 added 3 reduced 9 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

MUFG BANK, LTD. – files its own report too; $5.2m of shares are in both
MITSUBISHI UFJ FINANCIAL GROUP INC – files its own report too

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	729,489	$146.0m7.50%	7.50%	Added +57.2k	+57,236 8.5%
2	APPLE INC COM AAPL	AAPL	442,363	$128.0m6.57%	6.57%	Added +36.2k	+36,213 8.9%
3	MICROSOFT CORP COM MSFT	MSFT	223,734	$83.5m4.29%	4.29%	Added +18.3k	+18,306 8.9%
4	AMAZON COM INC COM AMZN	AMZN	294,830	$70.3m3.61%	3.61%	Added +24.6k	+24,579 9.1%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	176,606	$63.1m3.24%	3.24%	Added +15.5k	+15,542 9.7%
6	BROADCOM INC COM AVGO	AVGO	142,602	$53.9m2.77%	2.77%	Added +11.4k	+11,436 8.7%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	142,353	$50.3m2.58%	2.58%	Added +13.0k	+12,974 10.0%
8	MICRON TECHNOLOGY INC COM MU	MU	33,966	$39.2m2.01%	2.01%	Added +2.8k	+2,829 9.1%
9	META PLATFORMS INC CL A META	META	66,142	$37.3m1.91%	1.91%	Added +5.6k	+5,634 9.3%
10	TESLA INC COM TSLA	TSLA	84,793	$35.7m1.83%	1.83%	Added +7.0k	+6,988 9.0%
11	JPMORGAN CHASE & CO COM JPM	JPM	88,605	$29.0m1.49%	1.49%	Added +7.5k	+7,488 9.2%
12	ELI LILLY & CO COM LLY	LLY	23,826	$28.6m1.47%	1.47%	Added +1.9k	+1,904 8.7%
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	49,111	$28.5m1.46%	1.46%	Added +4.0k	+4,006 8.9%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	55,217	$27.6m1.42%	1.42%	Added +4.5k	+4,487 8.8%
15	INTEL CORP COM INTC	INTC	142,294	$19.9m1.02%	1.02%	Added +12.4k	+12,400 9.6%
16	JOHNSON & JOHNSON COM JNJ	JNJ	72,502	$18.4m0.95%	0.95%	Added +5.8k	+5,833 8.8%
17	APPLIED MATLS INC COM AMAT	AMAT	23,902	$17.3m0.89%	0.89%	Added +1.9k	+1,944 8.8%
18	VISA INC COM CL A V	V	49,988	$17.2m0.88%	0.88%	Added +3.5k	+3,481 7.5%
19	EXXON MOBIL CORP COM XOM	XOM	124,840	$17.1m0.88%	0.88%	Added +9.2k	+9,229 8.0%
20	LAM RESEARCH CORP COM NEW LRCX	LRCX	37,665	$16.3m0.84%	0.84%	Added +3.1k	+3,118 9.0%
21	WALMART INC COM WMT	WMT	132,041	$15.0m0.77%	0.77%	Added +10.8k	+10,770 8.9%
22	CATERPILLAR INC COM CAT	CAT	13,873	$14.8m0.76%	0.76%	Added +1.0k	+1,001 7.8%
23	CISCO SYS INC COM CSCO	CSCO	118,965	$14.0m0.72%	0.72%	Added +9.7k	+9,659 8.8%
24	ABBVIE INC COM ABBV	ABBV	53,213	$13.4m0.69%	0.69%	Added +4.3k	+4,319 8.8%
25	COSTCO WHSL CORP NEW COM COST	COST	13,363	$12.5m0.64%	0.64%	Added +1.1k	+1,083 8.8%
26	MASTERCARD INCORPORATED CL A MA	MA	24,302	$12.5m0.64%	0.64%	Added +1.8k	+1,772 7.9%
27	BANK AMERICA CORP COM BAC	BAC	215,893	$12.3m0.63%	0.63%	Added +16.3k	+16,260 8.1%
28	KLA CORP COM NEW KLAC	KLAC	39,343	$11.9m0.61%	0.61%	Added +3.1k	+3,073 8.5%
29	GE AEROSPACE COM NEW GE	GE	31,424	$11.7m0.60%	0.60%	Added +2.4k	+2,409 8.3%
30	UNITEDHEALTH GROUP INC COM UNH	UNH	27,352	$11.4m0.58%	0.58%	Added +2.3k	+2,292 9.2%
31	HOME DEPOT INC COM HD	HD	29,999	$10.6m0.54%	0.54%	Added +2.5k	+2,458 8.9%
32	PROCTER AND GAMBLE CO COM PG	PG	70,134	$10.3m0.53%	0.53%	Added +5.8k	+5,841 9.1%
33	SANDISK CORP COM SNDK	SNDK	4,461	$10.1m0.52%	0.52%	Added +377	+377 9.2%
34	GOLDMAN SACHS GROUP INC COM GS	GS	9,755	$9.9m0.51%	0.51%	Added +731	+731 8.1%
35	MERCK & CO INC COM MRK	MRK	74,388	$9.6m0.49%	0.49%	Added +5.7k	+5,723 8.3%
36	GE VERNOVA INC COM GEV	GEV	8,094	$9.5m0.49%	0.49%	Added +638	+638 8.6%
37	COCA COLA CO COM KO	KO	116,626	$9.5m0.49%	0.49%	Added +9.5k	+9,523 8.9%
38	CHEVRON CORP NEW COM CVX	CVX	56,385	$9.3m0.48%	0.48%	Added +4.5k	+4,527 8.7%
39	NETFLIX INC COM NFLX	NFLX	126,824	$9.1m0.46%	0.46%	Added +10.0k	+10,019 8.6%
40	PHILIP MORRIS INTL INC COM PM	PM	46,942	$8.5m0.44%	0.44%	Added +3.9k	+3,877 9.0%
41	WELLS FARGO CO NEW COM WFC	WFC	101,193	$8.4m0.43%	0.43%	Added +8.2k	+8,150 8.8%
42	PALO ALTO NETWORKS INC COM PANW	PANW	24,426	$8.3m0.43%	0.43%	Added +2.1k	+2,066 9.2%
43	TEXAS INSTRS INC COM TXN	TXN	27,411	$8.2m0.42%	0.42%	Added +2.3k	+2,299 9.2%
44	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	69,155	$8.1m0.41%	0.41%	Added +6.0k	+5,959 9.4%
45	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	28,308	$8.0m0.41%	0.41%	Added +2.4k	+2,449 9.5%
46	CITIGROUP INC COM NEW C	C	56,399	$7.9m0.41%	0.41%	Added +3.8k	+3,824 7.3%
47	MARVELL TECHNOLOGY INC COM MRVL	MRVL	26,370	$7.9m0.40%	0.40%	New
48	RTX CORPORATION COM RTX	RTX	40,560	$7.7m0.40%	0.40%	Added +3.4k	+3,426 9.2%
49	ORACLE CORP COM ORCL	ORCL	51,107	$7.5m0.38%	0.38%	Added +4.2k	+4,196 8.9%
50	LINDE PLC SHS LIN	LIN	13,926	$7.2m0.37%	0.37%	Added +1.0k	+1,008 7.8%
51	WESTERN DIGITAL CORP COM WDC	WDC	10,382	$6.6m0.34%	0.34%	Added +1.0k	+1,001 10.7%
52	AMPHENOL CORP CL A APH	APH	37,053	$6.5m0.34%	0.34%	Added +3.0k	+3,040 8.9%
53	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	6,754	$6.5m0.33%	0.33%	Added +720	+720 11.9%
54	CORNING INC COM GLW	GLW	23,588	$6.0m0.31%	0.31%	Added +2.0k	+1,985 9.2%
55	AMGEN INC COM AMGN	AMGN	16,256	$5.9m0.30%	0.30%	Added +1.4k	+1,359 9.1%
56	QUALCOMM INC COM QCOM	QCOM	31,745	$5.9m0.30%	0.30%	Added +2.2k	+2,221 7.5%
57	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	7,667	$5.9m0.30%	0.30%	Added +691	+691 9.9%
58	ANALOG DEVICES INC COM ADI	ADI	14,705	$5.8m0.30%	0.30%	Added +1.2k	+1,184 8.8%
59	MCDONALDS CORP COM MCD	MCD	21,399	$5.8m0.30%	0.30%	Added +1.7k	+1,697 8.6%
60	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	11,193	$5.6m0.29%	0.29%	Added +797	+797 7.7%
61	PEPSICO INC COM PEP	PEP	41,165	$5.6m0.29%	0.29%	Added +3.4k	+3,357 8.9%
62	NEXTERA ENERGY INC COM NEE	NEE	62,808	$5.5m0.28%	0.28%	Added +5.2k	+5,193 9.0%
63	AMERICAN EXPRESS CO COM AXP	AXP	16,030	$5.4m0.28%	0.28%	Added +1.2k	+1,211 8.2%
64	VERIZON COMMUNICATIONS INC COM VZ	VZ	125,762	$5.3m0.27%	0.27%	Added +9.1k	+9,100 7.8%
65	ARISTA NETWORKS INC COM SHS ANET	ANET	31,099	$5.3m0.27%	0.27%	Added +2.5k	+2,526 8.8%
66	BOEING CO COM BA	BA	23,743	$5.1m0.26%	0.26%	Added +2.0k	+2,012 9.3%
67	TJX COS INC NEW COM TJX	TJX	33,306	$5.0m0.26%	0.26%	Added +2.6k	+2,579 8.4%
68	DISNEY WALT CO COM DIS	DIS	52,301	$5.0m0.26%	0.26%	Added +3.3k	+3,282 6.7%
69	EATON CORP PLC SHS ETN	ETN	11,696	$5.0m0.26%	0.26%	Added +949	+949 8.8%
70	UNION PAC CORP COM UNP	UNP	17,882	$4.9m0.25%	0.25%	Added +1.5k	+1,463 8.9%
71	WELLTOWER INC COM WELL	WELL	21,261	$4.8m0.25%	0.25%	Added +2.0k	+1,954 10.1%
72	DEERE & CO COM DE	DE	7,566	$4.8m0.25%	0.25%	Added +592	+592 8.5%
73	ABBOTT LABS COM ABT	ABT	52,461	$4.8m0.24%	0.24%	Added +4.4k	+4,356 9.1%
74	GILEAD SCIENCES INC COM GILD	GILD	37,394	$4.7m0.24%	0.24%	Added +3.1k	+3,064 8.9%
75	SCHWAB CHARLES CORP COM SCHW	SCHW	49,238	$4.5m0.23%	0.23%	Added +3.0k	+3,020 6.5%
76	UBER TECHNOLOGIES INC COM UBER	UBER	61,309	$4.4m0.23%	0.23%	Added +4.4k	+4,360 7.7%
77	AT&T INC COM T	T	209,275	$4.3m0.22%	0.22%	Added +15.6k	+15,606 8.1%
78	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	10,667	$4.2m0.22%	0.22%	Added +840	+840 8.6%
79	BLACKROCK INC COM BLK	BLK	4,348	$4.2m0.21%	0.21%	Added +355	+355 8.9%
80	APPLOVIN CORP COM CL A APP	APP	8,104	$4.2m0.21%	0.21%	Added +605	+605 8.1%
81	BOOKING HOLDINGS INC COM BKNG	BKNG	23,338	$4.2m0.21%	0.21%	Added +1.0k	+1,038 4.7%
82	PFIZER INC COM PFE	PFE	171,660	$4.1m0.21%	0.21%	Added +14.3k	+14,334 9.1%
83	CVS HEALTH CORP COM CVS	CVS	38,429	$4.0m0.20%	0.20%	Added +3.2k	+3,226 9.2%
84	VERTIV HOLDINGS CO COM CL A VRT	VRT	11,569	$3.9m0.20%	0.20%	Added +984	+984 9.3%
85	SALESFORCE INC COM CRM	CRM	24,639	$3.9m0.20%	0.20%	Reduced -1.3k	-1,288 -5.0%
86	PROGRESSIVE CORP COM PGR	PGR	17,599	$3.8m0.20%	0.20%	Added +1.4k	+1,381 8.5%
87	CONOCOPHILLIPS COM COP	COP	36,693	$3.8m0.20%	0.20%	Added +2.8k	+2,792 8.2%
88	PROLOGIS INC. COM PLD	PLD	28,083	$3.8m0.20%	0.20%	Added +2.4k	+2,362 9.2%
89	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	7,645	$3.8m0.19%	0.19%	Added +617	+617 8.8%
90	CAPITAL ONE FINL CORP COM COF	COF	18,743	$3.8m0.19%	0.19%	Added +1.4k	+1,446 8.4%
91	DELL TECHNOLOGIES INC CL C DELL	DELL	8,713	$3.8m0.19%	0.19%	Added +490	+490 6.0%
92	LOWES COS INC COM LOW	LOW	16,868	$3.7m0.19%	0.19%	Added +1.3k	+1,346 8.7%
93	S&P GLOBAL INC COM SPGI	SPGI	9,132	$3.7m0.19%	0.19%	Added +665	+665 7.8%
94	PARKER-HANNIFIN CORP COM PH	PH	3,798	$3.7m0.19%	0.19%	Added +306	+306 8.8%
95	CHUBB LIMITED COM CB	CB	10,865	$3.7m0.19%	0.19%	Added +801	+801 8.0%
96	ALTRIA GROUP INC COM MO	MO	50,295	$3.6m0.19%	0.19%	Added +3.8k	+3,845 8.3%
97	DANAHER CORPORATION COM DHR	DHR	18,972	$3.6m0.19%	0.19%	Added +1.6k	+1,563 9.0%
98	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	61,504	$3.5m0.18%	0.18%	Added +5.2k	+5,154 9.2%
99	STARBUCKS CORP COM SBUX	SBUX	34,326	$3.5m0.18%	0.18%	Added +2.8k	+2,801 8.9%
100	BANK NEW YORK MELLON CORP COM BNY	BNY	22,697	$3.3m0.17%	0.17%	Added +2.0k	+1,991 9.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		8,784	$4.0m8.8k shares
CARNIVAL CORP		31,825	$823.6k31.8k shares
COTERRA ENERGY INC CTRA	CTRA	20,992	$737.7k21.0k shares
DUPONT DE NEMOURS INC DWDP	DWDP	3,774	$518.6k3.8k shares
HOLOGIC INC HOLX	HOLX	6,159	$465.6k6.2k shares
CONAGRA BRANDS INC CAG	CAG	13,237	$208.1k13.2k shares
EPAM SYS INC EPAM	EPAM	1,529	$207.0k1.5k shares
POOL CORP POOL	POOL	907	$183.5k907 shares
CAMPBELL SOUP CO CPB	CPB	5,445	$121.3k5.4k shares