Mufg Securities Americas Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Mufg Securities Americas Inc. reported 503 stock positions worth $860.5 million. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Nvidia (NVDA, 5.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 495 and reduced 1. The biggest buy was a new position in Vanguard Long-Term Corp. Bond (VCLT) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000867626
Portfolio Value
$860.5M (Q1 2025)
SEC Filing
0000867626-25-000009 ↗ filed May 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q4 2024: $758.0M Q4 2024 Q1 2025: $860.5M $860.5M Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 503 stocks · $860.5M
AAPL Apple Inc. 6.86% 265,914 $59.1M Add +19.2%
MSFT Microsoft Corp. 5.74% 131,593 $49.4M Add +19.9%
NVDA Nvidia Corp. 5.46% 433,511 $47.0M Add +19.7%
AMZN Amazon.com Inc. 3.69% 166,961 $31.8M Add +20.9%
META Meta Platforms Inc. Class A 2.60% 38,765 $22.3M Add +20.5%
BRK.B Berkshire Hathaway Inc. Class B 2.01% 32,445 $17.3M Add +19.9%
GOOGL Alphabet Inc. Class A 1.86% 103,253 $16.0M Add +19.7%
AVGO Broadcom Inc. 1.61% 82,973 $13.9M Add +20.4%
JPM JPMorgan Chase & Co. 1.57% 55,207 $13.5M Add +18.4%
GOOG Alphabet Inc. Class C 1.52% 83,683 $13.1M Add +19.1%
TSLA Tesla Inc. 1.49% 49,534 $12.8M Add +20.1%
LLY Eli Lilly & Co. 1.34% 13,947 $11.5M Add +19.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 1.26% 100,000 $10.9M No change
V Visa Inc. Class A 1.24% 30,505 $10.7M Add +19.6%
XOM Exxon Mobil Corp. 1.06% 77,055 $9.2M Add +18.8%
UNH Unitedhealth Group Inc. 0.99% 16,290 $8.5M Add +19.9%
MA Mastercard Inc. Class A 0.92% 14,416 $7.9M Add +19.1%
VCLT Vanguard Long-Term Corp. Bond 0.88% 100,000 $7.6M New
COST Costco Wholesale Corp. 0.86% 7,857 $7.4M Add +20.1%
PG The Procter & Gamble Co. 0.82% 41,508 $7.1M Add +19.4%
JNJ Johnson & Johnson 0.82% 42,619 $7.1M Add +19.9%
NFLX Netflix Inc. 0.82% 7,572 $7.1M Add +20.0%
WMT Walmart Inc. 0.78% 76,790 $6.7M Add +19.8%
ABBV Abbvie Inc. 0.76% 31,249 $6.5M Add +19.8%
HD Home Depot Inc. 0.75% 17,584 $6.4M Add +19.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.63% 130,736 $5.5M Add +18.2%
CVX Chevron Corp. 0.58% 29,584 $4.9M Add +19.9%
KO The Coca-Cola Co. 0.57% 68,537 $4.9M Add +19.8%
WFC Wells Fargo & Co. 0.54% 64,937 $4.7M Add +17.7%
CRM Salesforce Inc. 0.53% 16,940 $4.5M Add +20.0%
PM Philip Morris International 0.51% 27,523 $4.4M Add +19.9%
CSCO Cisco Systems Inc. 0.51% 70,501 $4.4M Add +19.8%
ABT Abbott Laboratories 0.47% 30,702 $4.1M Add +19.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.47% 16,367 $4.1M Add +19.9%
MRK Merck & Co. Inc. 0.47% 44,777 $4.0M Add +19.9%
ORCL Oracle Corp. 0.47% 28,715 $4.0M Add +21.0%
MCD McDonald's Corp. 0.46% 12,685 $4.0M Add +19.9%
LIN Linde PLC 0.46% 8,428 $3.9M Add +19.9%
GE General Electric filed as GE AEROSPACE 0.44% 18,998 $3.8M Add +18.9%
PEP Pepsico Inc. 0.42% 24,277 $3.6M Add +19.9%
T AT&T Inc. 0.42% 127,065 $3.6M Add +20.0%
ACN Accenture PLC Class A 0.40% 11,072 $3.5M Add +20.0%
VZ Verizon Communications Inc. 0.39% 74,518 $3.4M Add +19.9%
TMO Thermo Fisher Scientific Inc. 0.39% 6,771 $3.4M Add +19.9%
GS Goldman Sachs Group Inc. 0.39% 6,161 $3.4M Add +18.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.37% 32,000 $3.2M Add +19.7%
ISRG Intuitive Surgical Inc. 0.36% 6,313 $3.1M Add +20.0%
RTX RTX Corp. 0.36% 23,580 $3.1M Add +20.0%
PLTR Palantir Technologies Inc. Class A 0.36% 36,284 $3.1M Add +19.9%
INTU Intuit Inc. 0.35% 4,955 $3.0M Add +19.7%
QCOM Qualcomm Inc. 0.35% 19,577 $3.0M Add +19.4%
AMGN Amgen Inc. 0.34% 9,509 $3.0M Add +19.8%
ADBE Adobe Inc. 0.34% 7,705 $3.0M Add +18.6%
AMD Advanced Micro Devices 0.34% 28,684 $2.9M Add +19.7%
PGR Progressive Corp. 0.34% 10,369 $2.9M Add +19.9%
NOW ServiceNow Inc. 0.34% 3,647 $2.9M Add +19.9%
TXN Texas Instruments Inc. 0.34% 16,114 $2.9M Add +19.7%
SPGI S&P Global Inc. 0.33% 5,576 $2.8M Add +18.9%
CAT Caterpillar Inc. 0.32% 8,460 $2.8M Add +18.7%
BKNG Booking Holdings Inc. 0.31% 586 $2.7M Add +19.8%
UBER Uber Technologies Inc. 0.31% 36,978 $2.7M Add +19.0%
AXP American Express Co. 0.31% 9,824 $2.6M Add +19.6%
BSX Boston Scientific Corp. 0.31% 26,088 $2.6M Add +19.9%
C Citigroup Inc. 0.31% 37,062 $2.6M Add +18.3%
NEE Nextera Energy Inc. 0.30% 36,402 $2.6M Add +19.9%
PFE Pfizer Inc. 0.30% 100,315 $2.5M Add +19.9%
UNP Union Pacific Corp. 0.29% 10,696 $2.5M Add +19.5%
GILD Gilead Sciences Inc. 0.29% 22,060 $2.5M Add +19.9%
CMCSA Comcast Corp. Class A 0.29% 66,763 $2.5M Add +18.5%
BLK BlackRock Inc. 0.28% 2,578 $2.4M Add +20.0%
HON Honeywell International Inc. 0.28% 11,510 $2.4M Add +19.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.28% 19,899 $2.4M Add +19.5%
COP Conocophillips 0.28% 22,584 $2.4M Add +18.3%
SCHW Schwab (charles) Corp. 0.27% 30,165 $2.4M Add +36.7%
LOW Lowe's Cos Inc. 0.27% 9,995 $2.3M Add +19.4%
DHR Danaher Corp. 0.27% 11,329 $2.3M Add +19.4%
BA The Boeing Co. 0.26% 13,277 $2.3M Add +20.3%
TMUS T-Mobile US Inc. 0.26% 8,488 $2.3M Add +17.9%
SYK Stryker Corp. 0.26% 6,079 $2.3M Add +20.0%
FISV Fiserv Inc. 0.26% 10,070 $2.2M Add +19.9%
VRTX Vertex Pharmaceuticals Inc. 0.26% 4,545 $2.2M Add +19.5%
ADP Automatic Data Processing 0.26% 7,202 $2.2M Add +19.7%
BMY Bristol-Myers Squibb Co. 0.25% 35,921 $2.2M Add +20.0%
MRSH Marsh & McLennan Cos 0.25% 8,694 $2.1M Add +19.9%
DE Deere & Co. 0.24% 4,483 $2.1M Add +19.3%
AMAT Applied Materials Inc. 0.24% 14,386 $2.1M Add +18.2%
MDT Medtronic PLC 0.24% 22,698 $2.0M Add +19.9%
PANW Palo Alto Networks Inc. 0.23% 11,720 $2.0M Add +21.3%
CB Chubb Ltd. 0.23% 6,596 $2.0M Add +19.2%
SBUX Starbucks Corp. 0.23% 20,107 $2.0M Add +20.2%
SO The Southern Co. 0.23% 21,157 $1.9M Add +30.8%
ETN Eaton Corp. PLC 0.22% 6,995 $1.9M Add +19.9%
PLD Prologis Inc. 0.21% 16,406 $1.8M Add +20.0%
BX Blackstone Inc. 0.21% 12,956 $1.8M Add +21.6%
MO Altria Group Inc. 0.21% 30,000 $1.8M Add +19.9%
AMT American Tower Corp. 0.21% 8,271 $1.8M Add +19.9%
ELV Elevance Health Inc. 0.21% 4,106 $1.8M Add +19.9%
ADI Analog Devices Inc. 0.21% 8,782 $1.8M Add +19.8%
ICE Intercontinental Exchange Inc. 0.20% 10,170 $1.8M Add +20.0%
INTC Intel Corp. 0.20% 76,648 $1.7M Add +20.4%

Show all 503 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $619K (not counted above)
SecurityClassShares / PrincipalValueChange
ALLIANT ENERGY CORP (LNT 3.875 03/15/26) NOTE 3.875% 3/1 · principal 583,000$619KReduce -63.6%

Total filed on the 13F, all lines: $861.1M.

Portfolio Sells Q4 2024 → Q1 2025
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −1.55
ON On Semiconductor Reduce -36.5% 0.04% −0.06
BILL Bill Holdings Inc. Sold out 0.00% −0.04
TFX Teleflex Inc. Sold out 0.00% −0.02
CE Celanese Corp. Sold out 0.00% −0.01
BWA Borgwarner Inc. Sold out 0.00% −0.01
FMC FMC Corp. Sold out 0.00% −0.01

Portfolio Buys Q4 2024 → Q1 2025
VCLT Vanguard Long-Term Corp. Bond New 0.88% +0.88
BRK.B Berkshire Hathaway Inc. Class B Add +19.9% 2.01% +0.39
V Visa Inc. Class A Add +19.6% 1.24% +0.18
LLY Eli Lilly & Co. Add +19.9% 1.34% +0.15
ABBV Abbvie Inc. Add +19.8% 0.76% +0.15
XOM Exxon Mobil Corp. Add +18.8% 1.06% +0.14
JNJ Johnson & Johnson Add +19.9% 0.82% +0.14
PM Philip Morris International Add +19.9% 0.51% +0.14
DASH DoorDash Inc. Class A New 0.13% +0.13
META Meta Platforms Inc. Class A Add +20.5% 2.60% +0.11
CVX Chevron Corp. Add +19.9% 0.58% +0.10
KO The Coca-Cola Co. Add +19.8% 0.57% +0.10
T AT&T Inc. Add +20.0% 0.42% +0.10
JPM JPMorgan Chase & Co. Add +18.4% 1.57% +0.10
ABT Abbott Laboratories Add +19.9% 0.47% +0.09
GE General Electric Add +18.9% 0.44% +0.09
UNH Unitedhealth Group Inc. Add +19.9% 0.99% +0.08
NFLX Netflix Inc. Add +20.0% 0.82% +0.08
MA Mastercard Inc. Class A Add +19.1% 0.92% +0.08
IBM Intl Business Machines Corp. Add +19.9% 0.47% +0.08
COST Costco Wholesale Corp. Add +20.1% 0.86% +0.07
AMGN Amgen Inc. Add +19.8% 0.34% +0.07
LIN Linde PLC Add +19.9% 0.46% +0.07
PGR Progressive Corp. Add +19.9% 0.34% +0.07
UBER Uber Technologies Inc. Add +19.0% 0.31% +0.07
CVS CVS Health Corp. Add +20.1% 0.18% +0.07
VZ Verizon Communications Inc. Add +19.9% 0.39% +0.07
GILD Gilead Sciences Inc. Add +19.9% 0.29% +0.06
RTX RTX Corp. Add +20.0% 0.36% +0.06
SCHW Schwab (charles) Corp. Add +36.7% 0.27% +0.06
IP International Paper Co. New 0.06% +0.06
MCD McDonald's Corp. Add +19.9% 0.46% +0.06
VRTX Vertex Pharmaceuticals Inc. Add +19.5% 0.26% +0.05
PLTR Palantir Technologies Inc. Class A Add +19.9% 0.36% +0.05
TMUS T-Mobile US Inc. Add +17.9% 0.26% +0.05
PG The Procter & Gamble Co. Add +19.4% 0.82% +0.05
SO The Southern Co. Add +30.8% 0.23% +0.05
BSX Boston Scientific Corp. Add +19.9% 0.31% +0.05
EXE Expand Energy Corp. New 0.05% +0.05
WELL Welltower Inc. Add +23.5% 0.19% +0.05
CSCO Cisco Systems Inc. Add +19.8% 0.51% +0.05
MRSH Marsh & McLennan Cos Add +19.9% 0.25% +0.04
AJG Arthur J Gallagher & Co. Add +22.1% 0.18% +0.04
AMT American Tower Corp. Add +19.9% 0.21% +0.04
ELV Elevance Health Inc. Add +19.9% 0.21% +0.04
WSM Williams-Sonoma Inc. New 0.04% +0.04
MDT Medtronic PLC Add +19.9% 0.24% +0.04
ICE Intercontinental Exchange Inc. Add +20.0% 0.20% +0.04
MO Altria Group Inc. Add +19.9% 0.21% +0.04
ORLY O'reilly Automotive Inc. Add +19.4% 0.17% +0.04

Notes & Other Activity Q4 2024 → Q1 2025
PPL CAPITAL FUNDING INC (PPL 2.875 03/15/28) NOTE 2.875% 3/1 · principal Sold out 6,660,000 $7.0Mbefore exit
DUKE ENERGY CORP (DUK 4.125 04/15/26) NOTE 4.125% 4/1 · principal Sold out 6,700,000 $6.8Mbefore exit
PG&E CORP (PCG 4.25 12/01/27) NOTE 4.250%12/0 · principal Sold out 4,500,000 $4.8Mbefore exit
FIRSTENERGY CORP (FE 4 05/01/26) NOTE 4.000% 5/0 · principal Sold out 3,705,000 $3.7Mbefore exit
CMS ENERGY CORP (CMS 3.375 05/01/28) NOTE 3.375% 5/0 · principal Sold out 2,968,000 $3.0Mbefore exit
AMERICAN WATER CAPITAL C (AWK 3.625 06/15/26) NOTE 3.625% 6/1 · principal Sold out 2,695,000 $2.7Mbefore exit
CENTERPOINT ENERGY INC (CNP 4.25 08/15/26) NOTE 4.250% 8/1 · principal Sold out 1,100,000 $1.1Mbefore exit
ALLIANT ENERGY CORP (LNT 3.875 03/15/26) NOTE 3.875% 3/1 · principal Reduce -63.6% 583,000 $619K
LIVE NATION ENTERTAINMEN (LYV 2 02/15/25) NOTE 2.000% 2/1 · principal Sold out 125,000 $149Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 502$1.9BNVDA, AAPL, MSFT, AMZN, GOOGL
Q1 2026 502$1.5BNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 504$1.6BNVDA, AAPL, MSFT, AMZN, GOOGL
Q3 2025 503$1.5BNVDA, MSFT, AAPL, AMZN, META
Q2 2025 502$1.2BNVDA, MSFT, AAPL, AMZN, META
Q1 2025 503$860.5MAAPL, MSFT, NVDA, AMZN, META
Q4 2024 503$758.0MAAPL, NVDA, MSFT, AMZN, META