Mufg Securities (canada), LTD.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Mufg Securities (canada), LTD. reported 42 stock positions worth $2.8 billion. Its top holding was TC Energy (TRP) at 10.4% of the portfolio, followed by Royal Bank of Canada (RY, 9.4%) and Shopify Class A (SHOP, 7.1%). Compared with Q3 2024, it added to 39 and reduced 3. The biggest buy was TC Energy (TRP, shares +572%) and the biggest sale Toronto-Dominion Bank (TD, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001656187
- Portfolio Value
- $2.8B (Q4 2024)
- SEC Filing
- 0001656187-25-000007 ↗ filed Feb 12, 2025
Holdings Value
Holdings 42 stocks · $2.8B
| TRP TC Energy Corp. | 10.40% | 6,184,832 | $288.0M | Add +571.7% |
| RY Royal Bank of Canada | 9.40% | 2,160,865 | $260.4M | Add +72.0% |
| SHOP Shopify Inc. Class A | 7.11% | 1,852,031 | $197.0M | Add +72.4% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 5.35% | 2,342,427 | $148.1M | Reduce -35.6% |
| TD Toronto-Dominion Bank | 5.13% | 2,669,721 | $142.0M | Reduce -71.6% |
| ENB Enbridge Inc. | 5.09% | 3,325,954 | $141.1M | Add +72.1% |
| BN Brookfield Corp. | 4.54% | 2,189,967 | $125.8M | Add +71.4% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 3.90% | 1,114,100 | $108.1M | Add +72.1% |
| CP Canadian Pacific Kansas City | 3.72% | 1,425,248 | $103.1M | Add +72.1% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 3.68% | 1,900,294 | $102.0M | Add +25.7% |
| CNQ Canadian Natural Resources | 3.59% | 3,222,661 | $99.4M | Add +70.6% |
| CNI Canadian Natl Railway Co. | 3.10% | 844,974 | $85.7M | Add +71.9% |
| MFC Manulife Financial Corp. | 2.97% | 2,675,176 | $82.1M | Add +69.5% |
| SU Suncor Energy Inc. | 2.47% | 1,919,654 | $68.5M | Add +70.3% |
| WCN Waste Connections Inc. | 2.44% | 394,071 | $67.6M | Add +72.1% |
| AEM Agnico Eagle Mines Ltd. | 2.16% | 765,833 | $59.9M | Add +72.3% |
| SLF Sun Life Financial Inc. | 1.88% | 879,349 | $52.2M | Add +71.5% |
| B Barrick Gold Corp. | 1.49% | 2,669,327 | $41.4M | Add +71.6% |
| WPM Wheaton Precious Metals Corp. | 1.41% | 692,766 | $39.0M | Add +72.1% |
| FNV Franco-Nevada Corp. | 1.25% | 293,943 | $34.5M | Add +72.1% |
| CCJ Cameco Corp. | 1.23% | 664,548 | $34.1M | Add +72.1% |
| GIB Cgi Inc. | 1.23% | 311,295 | $34.0M | Add +72.1% |
| NTR Nutrien Ltd. | 1.22% | 753,487 | $33.7M | Add +71.6% |
| TRI Thomson Reuters Corp. | 1.19% | 206,104 | $33.1M | Add +72.2% |
| PBA Pembina Pipeline Corp. | 1.18% | 886,490 | $32.7M | Reduce -43.4% |
| BCE Bce Inc. | 1.17% | 1,393,086 | $32.3M | Add +72.0% |
| QSR Restaurant Brands Intern | 1.16% | 494,313 | $32.2M | Add +75.7% |
| FTS Fortis Inc. | 1.14% | 759,384 | $31.5M | Add +72.8% |
| BAM Brookfield Asset Mgmt-A | 1.11% | 568,179 | $30.8M | Add +71.7% |
| TU Telus Corp. | 1.09% | 2,236,163 | $30.3M | Add +68.9% |
| CVE Cenovus Energy Inc. | 1.07% | 1,952,419 | $29.6M | Add +69.3% |
| TECK Teck Resources Ltd.-CLS B | 1.01% | 691,422 | $28.0M | Add +69.2% |
| BIP Brookfield Infrastructure Pa | 0.81% | 704,968 | $22.4M | Add +72.0% |
| RCI Rogers Communications Inc. Class B | 0.64% | 576,975 | $17.7M | Add +71.3% |
| KGC Kinross Gold Corp. | 0.63% | 1,876,875 | $17.4M | Add +72.1% |
| MGA Magna International Inc. | 0.62% | 412,454 | $17.2M | Add +72.1% |
| IMO Imperial Oil Ltd. | 0.55% | 247,769 | $15.3M | Add +68.9% |
| CAE Cae Inc. | 0.45% | 486,839 | $12.4M | Add +72.1% |
| OTEX Open Text Corp. | 0.41% | 406,007 | $11.5M | Add +70.6% |
| FSV Firstservice Corp. | 0.41% | 63,405 | $11.5M | Add +72.6% |
| GIL Gildan Activewear Inc. | 0.37% | 219,301 | $10.3M | Add +63.4% |
| AQN Algonquin Power & Utilities | 0.19% | 1,171,588 | $5.2M | Add +72.1% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| TRP TC Energy Corp. | Add +571.7% | 10.40% | +8.44 |
| SHOP Shopify Inc. Class A | Add +72.4% | 7.11% | +3.26 |
| RY Royal Bank of Canada | Add +72.0% | 9.40% | +2.39 |
| ENB Enbridge Inc. | Add +72.1% | 5.09% | +1.58 |
| BN Brookfield Corp. | Add +71.4% | 4.54% | +1.50 |
| BMO Bank of Montreal | Add +72.1% | 3.90% | +1.29 |
| MFC Manulife Financial Corp. | Add +69.5% | 2.97% | +0.88 |
| CNQ Canadian Natural Resources | Add +70.6% | 3.59% | +0.78 |
| SU Suncor Energy Inc. | Add +70.3% | 2.47% | +0.61 |
| WCN Waste Connections Inc. | Add +72.1% | 2.44% | +0.61 |
| AEM Agnico Eagle Mines Ltd. | Add +72.3% | 2.16% | +0.56 |
| CP Canadian Pacific Kansas City | Add +72.1% | 3.72% | +0.55 |
| SLF Sun Life Financial Inc. | Add +71.5% | 1.88% | +0.55 |
| CNI Canadian Natl Railway Co. | Add +71.9% | 3.10% | +0.52 |
| BAM Brookfield Asset Mgmt-A | Add +71.7% | 1.11% | +0.41 |
| CCJ Cameco Corp. | Add +72.1% | 1.23% | +0.41 |
| WPM Wheaton Precious Metals Corp. | Add +72.1% | 1.41% | +0.31 |
| GIB Cgi Inc. | Add +72.1% | 1.23% | +0.30 |
| FNV Franco-Nevada Corp. | Add +72.1% | 1.25% | +0.30 |
| TRI Thomson Reuters Corp. | Add +72.2% | 1.19% | +0.28 |
| NTR Nutrien Ltd. | Add +71.6% | 1.22% | +0.27 |
| QSR Restaurant Brands Intern | Add +75.7% | 1.16% | +0.25 |
| FTS Fortis Inc. | Add +72.8% | 1.14% | +0.24 |
| CAE Cae Inc. | Add +72.1% | 0.45% | +0.21 |
| CVE Cenovus Energy Inc. | Add +69.3% | 1.07% | +0.20 |
| MGA Magna International Inc. | Add +72.1% | 0.62% | +0.18 |
| KGC Kinross Gold Corp. | Add +72.1% | 0.63% | +0.17 |
| BIP Brookfield Infrastructure Pa | Add +72.0% | 0.81% | +0.16 |
| FSV Firstservice Corp. | Add +72.6% | 0.41% | +0.11 |
| B Barrick Gold Corp. | Add +71.6% | 1.49% | +0.11 |
| TU Telus Corp. | Add +68.9% | 1.09% | +0.10 |
| GIL Gildan Activewear Inc. | Add +63.4% | 0.37% | +0.09 |
| IMO Imperial Oil Ltd. | Add +68.9% | 0.55% | +0.09 |
| OTEX Open Text Corp. | Add +70.6% | 0.41% | +0.06 |
| TECK Teck Resources Ltd.-CLS B | Add +69.2% | 1.01% | +0.06 |
| RCI Rogers Communications Inc. Class B | Add +71.3% | 0.64% | +0.03 |
| AQN Algonquin Power & Utilities | Add +72.1% | 0.19% | +0.02 |
| BNS Bank of Nova Scotia | Add +25.7% | 3.68% | −0.00 |
| BCE Bce Inc. | Add +72.0% | 1.17% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $3.7B | RY, TRP, TD, CNQ, SHOP |
| Q1 2026 | 43 | $3.5B | RY, TD, SHOP, TRP, ENB |
| Q4 2025 | 43 | $3.6B | RY, SHOP, TRP, TD, ENB |
| Q3 2025 | 43 | $3.6B | RY, SHOP, TRP, TD, ENB |
| Q2 2025 | 43 | $3.3B | RY, SHOP, TRP, TD, ENB |
| Q1 2025 | 42 | $2.9B | TRP, RY, TD, SHOP, ENB |
| Q4 2024 | 42 | $2.8B | TRP, RY, SHOP, CM, TD |
| Q3 2024 | 42 | $2.2B | TD, CM, RY, SHOP, BNS |
| Q2 2024 | 42 | $1.5B | TRP, CM, RY, BNS, NTR |
| Q1 2024 | 42 | $790.7M | TRP, BNS, CM, TD, RY |