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CIK: 0001656187
Total reported value
$3.7B
$3.7B
42 檔
30.8%
As reported in its official Q3 2024 Form 13F filing, Mufg Securities's tracked investment portfolio stood at $3.7B with 42 total positions.
During Q3 2024, Mufg Securities's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TD, CM, RY) accounted for 30.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | Stock-Financials | 26.60% | +1.07% | +902.16% | |
| 2 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 9.99% | +0.28% | -40.83% | |
| 3 | RY | Royal Bank Of Canada | Stock-Financials | 7.02% | +1.40% | +67.72% | |
| 4 | SHOP | Shopify Inc - Class A | Stock-Tech | 3.85% | -0.88% | +67.83% | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.69% | +0.43% | -8.45% | |
| 6 | ENB | Enbridge Inc | Stock-Energy | 3.51% | -0.53% | +71.74% | |
| 7 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.17% | -0.08% | +67.73% | |
| 8 | BN | Brookfield CORP | Stock-Financials | 3.04% | -0.33% | +68.99% | |
| 9 | PBA | Pembina Pipeline CORP | Stock-Energy | 2.89% | -0.09% | +410.19% | |
| 10 | CNQ | Canadian Natural Resources | Stock-Energy | 2.81% | +2.44% | +66.40% | |
| 11 | BMO | Bank Of Montreal | Stock-Financials | 2.61% | +0.65% | +67.71% | |
| 12 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.58% | +0.07% | +62.21% | |
| 13 | MFC | Manulife Financial CORP | Stock-Financials | 2.09% | +0.12% | +66.05% | |
| 14 | TRP | Tc Energy CORP | Stock-Energy | 1.96% | +2.14% | -90.28% | |
| 15 | SU | Suncor Energy Inc | Stock-Energy | 1.86% | -0.93% | +65.67% | |
| 16 | WCN | Waste Connections Inc | Stock-Industrials | 1.83% | -0.15% | +67.68% | |
| 17 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.60% | -1.32% | +68.15% | |
| 18 | ABX | Barrick Gold CORP | Stock-Financials | 1.38% | — | +67.40% | |
| 19 | SLF | Sun Life Financial Inc | Stock-Financials | 1.33% | +0.18% | +66.72% | |
| 20 | BCE | Bce Inc | Stock-Comm Services | 1.26% | -0.24% | +67.69% | |
| 21 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.10% | -0.60% | +67.78% | |
| 22 | TU | Telus CORP | Stock-Other | 0.99% | -0.16% | +69.41% | |
| 23 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.96% | +0.03% | +67.74% | |
| 24 | FNV | Franco-nevada CORP | Stock-Materials | 0.95% | -0.50% | +67.76% | |
| 25 | NTR | Nutrien LTD | Stock-Materials | 0.94% | -0.40% | -67.75% | |
| 26 | GIB | Cgi Inc | Stock-Tech | 0.93% | -0.13% | +66.13% | |
| 27 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.91% | -0.51% | EXIT | |
| 28 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.91% | -0.13% | +67.96% | |
| 29 | FTS | Fortis Inc | Stock-Utilities | 0.89% | -0.10% | +68.42% | |
| 30 | CVE | Cenovus Energy Inc | Stock-Energy | 0.86% | -0.25% | +65.25% | |
| 31 | CCJ | Cameco CORP | Stock-Energy | 0.83% | -0.33% | +67.87% | |
| 32 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.70% | -0.07% | +68.37% | |
| 33 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.64% | -0.07% | +67.74% | |
| 34 | RCI | Rogers Communications Inc-b | Stock-Other | 0.61% | -0.15% | +70.19% | |
| 35 | IMO | Imperial Oil LTD | Stock-Energy | 0.46% | -0.20% | +72.43% | |
| 36 | KGC | Kinross Gold CORP | Stock-Materials | 0.46% | -0.49% | +67.84% | |
| 37 | MGA | Magna International Inc | Stock-Consumer Disc | 0.44% | +0.02% | +69.50% | |
| 38 | OTEX | Open Text CORP | Stock-Other | 0.35% | -0.04% | +64.81% | |
| 39 | FSV | Firstservice CORP | Stock-Other | 0.30% | -0.02% | -62.92% | |
| 40 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.28% | -0.08% | +50.44% | |
| 41 | CAE | Cae Inc | Stock-Other | 0.24% | -0.05% | +67.88% | |
| 42 | AQN | Algonquin Power & Utilities | Stock-Other | 0.17% | — | +86.50% |
According to official SEC Form 13F filings, Mufg Securities reported a total U.S. public equity portfolio value of $3.7B across 42 disclosed positions in Q3 2024.
During Q3 2024, Mufg Securities's top holdings by market value included TD (26.6%)、CM (10.0%)、RY (7.0%). The largest single position, TD, represented 26.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q3 2024, Mufg Securities made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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