Q2 2026 13F · SEC CIK 867626

Mufg Securities Americas Inc.

Broker-dealerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.9B
Reported positions: 502
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.7 yrs

Mufg Securities Americas Inc. is a broker-dealer that reported 502 positions worth $1.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 7.5%), Apple Inc (AAPL, 6.6%), Microsoft Corp (MSFT, 4.3%).

Mufg Securities Americas Inc. holdings largest 50 of 502 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mufg Securities Americas Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.5%	7.6%	729,489	+8.5%	$146.0M
AAPLApple Inc	6.6%	6.7%	442,363	+8.9%	$128.0M
MSFTMicrosoft Corp	4.3%	4.9%	223,734	+8.9%	$83.5M
AMZNAmazon Com Inc	3.6%	3.6%	294,830	+9.1%	$70.3M
GOOGLAlphabet Inc	3.3%	3.0%	176,606	+9.6%	$63.1M
AVGOBroadcom Inc	2.8%	2.6%	142,602	+8.7%	$53.9M
GOOGAlphabet Inc	2.6%	2.4%	142,353	+10.0%	$50.3M
MUMicron Technology Inc	2.0%	0.7%	33,966	+9.1%	$39.2M
METAMeta Platforms Inc	1.9%	2.2%	66,142	+9.3%	$37.3M
TSLATesla Inc	1.8%	1.9%	84,793	+9.0%	$35.7M
JPMJpmorgan Chase & Co	1.5%	1.5%	88,605	+9.2%	$29.0M
LLYEli Lilly & Co	1.5%	1.3%	23,826	+8.7%	$28.6M
AMDAdvanced Micro Devices Inc	1.5%	0.6%	49,111	+8.9%	$28.5M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.6%	55,217	+8.8%	$27.6M
INTCIntel Corp	1.0%	0.4%	142,294	+9.5%	$19.9M
JNJJohnson & Johnson	0.9%	1.1%	72,502	+8.7%	$18.4M
AMATApplied Matls Inc	0.9%	0.5%	23,902	+8.9%	$17.3M
VVisa Inc	0.9%	0.9%	49,988	+7.5%	$17.2M
XOMExxon Mobil Corp	0.9%	1.3%	124,840	+8.0%	$17.1M
LRCXLam Research Corp	0.8%	0.5%	37,665	+9.0%	$16.3M
WMTWalmart Inc	0.8%	1.0%	132,041	+8.9%	$15.0M
CATCaterpillar Inc	0.8%	0.6%	13,873	+7.8%	$14.8M
CSCOCisco Sys Inc	0.7%	0.5%	118,965	+8.8%	$14.0M
ABBVAbbvie Inc	0.7%	0.7%	53,213	+8.8%	$13.4M
COSTCostco Wholesale Corporation	0.6%	0.8%	13,363	+8.8%	$12.5M
MAMastercard Incorporated	0.6%	0.7%	24,302	+7.9%	$12.5M
BACBank of Amer Corp	0.6%	0.6%	215,893	+8.1%	$12.3M
KLACKla Corp	0.6%	—	39,343	—	$11.9M
GEGe Aerospace	0.6%	0.5%	31,424	+8.3%	$11.7M
UNHUnitedhealth Group Inc	0.6%	0.4%	27,352	+9.1%	$11.4M
HDHome Depot Inc	0.5%	0.6%	29,999	+8.9%	$10.6M
PGProcter & Gamble Co	0.5%	0.6%	70,134	+9.1%	$10.3M
SNDKSandisk Corp	0.5%	—	4,461	—	$10.1M
GSGoldman Sachs Group Inc	0.5%	0.5%	9,755	+8.1%	$9.9M
MRKMerck & Co Inc	0.5%	0.5%	74,388	+8.3%	$9.6M
GEVGe Vernova Inc	0.5%	0.4%	8,094	+8.6%	$9.5M
KOCoca Cola Co	0.5%	0.5%	116,626	+8.9%	$9.5M
CVXChevron Corporation	0.5%	0.7%	56,385	+8.7%	$9.3M
NFLXNetflix Inc.	0.5%	0.7%	126,824	+8.6%	$9.1M
PMPhilip Morris Intl Inc	0.4%	0.5%	46,942	+9.0%	$8.5M
WFCWells Fargo & Co	0.4%	0.5%	101,193	+8.8%	$8.4M
PANWPalo Alto Networks Inc	0.4%	—	24,426	—	$8.3M
TXNTexas Instrs Inc	0.4%	—	27,411	—	$8.2M
PLTRPalantir Technologies Inc	0.4%	0.6%	69,155	+9.4%	$8.1M
IBMInternational Business Machs	0.4%	0.4%	28,308	+9.5%	$8.0M
CCitigroup Inc	0.4%	0.4%	56,399	+7.3%	$7.9M
MRVLMarvell Technology Inc	0.4%	—	26,370	—	$7.9M
RTXRtx Corporation	0.4%	0.5%	40,560	+9.2%	$7.7M
ORCLOracle Corp	0.4%	0.4%	51,107	+8.9%	$7.5M
LINLinde PLC	0.4%	0.4%	13,926	+7.8%	$7.2M

What Mufg Securities Americas Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GOOG Alphabet Inc+10.0% shares
GOOGL Alphabet Inc+9.6% shares
INTC Intel Corp+9.5% shares
IBM International Business Machs+9.5% shares
PLTR Palantir Technologies Inc+9.4% shares
META Meta Platforms Inc+9.3% shares
JPM Jpmorgan Chase & Co+9.2% shares
RTX Rtx Corporation+9.2% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +4.1% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.9B	502
Q1 2026	$1.5B	502
Q4 2025	$1.6B	504
Q3 2025	$1.5B	503
Q2 2025	$1.2B	502
Q1 2025	$860.5M	503
Q4 2024	$758.0M	503

Questions about Mufg Securities Americas Inc.'s portfolio

What stocks does Mufg Securities Americas Inc. own?

Mufg Securities Americas Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 502 positions worth $1.9B. The largest are Nvidia Corporation (NVDA) at 7.5%, Apple Inc (AAPL) at 6.6%, Microsoft Corp (MSFT) at 4.3%, Amazon Com Inc (AMZN) at 3.6% and Alphabet Inc (GOOGL) at 3.3%.

What did Mufg Securities Americas Inc. buy last quarter?

In Q2 2026, Mufg Securities Americas Inc. added Alphabet Inc (GOOG) (+10.0% shares), Alphabet Inc (GOOGL) (+9.6% shares) and Intel Corp (INTC) (+9.5% shares), compared with its Q1 2026 filing.

What did Mufg Securities Americas Inc. sell last quarter?

In Q2 2026, Mufg Securities Americas Inc. cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Verizon Communications Inc (VZ), cut from its top 50 At&t Inc (T) and cut from its top 50 Nextera Energy Inc (NEE), compared with its Q1 2026 filing.

When is Mufg Securities Americas Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Mufg Securities Americas Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.