Mufg Securities (canada), LTD.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Mufg Securities (canada), LTD. reported 43 stock positions worth $3.3 billion. Its top holding was Royal Bank of Canada (RY) at 9.6% of the portfolio, followed by Shopify Class A (SHOP, 7.2%) and TC Energy (TRP, 7.1%). Compared with Q1 2025, it opened 1 new position, added to 39 and reduced 3. The biggest buy was Royal Bank of Canada (RY, shares +11%) and the biggest sale TC Energy (TRP, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001656187
- Portfolio Value
- $3.3B (Q2 2025)
- SEC Filing
- 0001656187-25-000009 ↗ filed Aug 14, 2025
Holdings Value
Holdings 43 stocks · $3.3B
| RY Royal Bank of Canada | 9.60% | 2,397,795 | $315.6M | Add +11.1% |
| SHOP Shopify Inc. Class A | 7.23% | 2,065,126 | $237.8M | Add +11.3% |
| TRP TC Energy Corp. | 7.06% | 4,762,450 | $232.2M | Reduce -39.8% |
| TD Toronto-Dominion Bank | 6.52% | 2,920,074 | $214.5M | Reduce -17.1% |
| ENB Enbridge Inc. | 5.09% | 3,695,760 | $167.3M | Add +11.2% |
| BN Brookfield Corp. | 4.57% | 2,431,272 | $150.3M | Add +11.1% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 4.13% | 1,227,479 | $135.8M | Add +10.4% |
| CP Canadian Pacific Kansas City | 3.81% | 1,577,031 | $125.1M | Add +10.7% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 3.55% | 2,111,548 | $116.6M | Reduce -1.8% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 3.44% | 1,593,802 | $113.0M | Add +10.8% |
| CNQ Canadian Natural Resources | 3.39% | 3,551,072 | $111.4M | Add +10.7% |
| AEM Agnico Eagle Mines Ltd. | 3.09% | 853,174 | $101.5M | Add +11.2% |
| CNI Canadian Natl Railway Co. | 2.97% | 937,638 | $97.6M | Add +11.2% |
| MFC Manulife Financial Corp. | 2.82% | 2,903,516 | $92.7M | Add +10.4% |
| WCN Waste Connections Inc. | 2.49% | 437,998 | $81.7M | Add +11.2% |
| SU Suncor Energy Inc. | 2.37% | 2,081,087 | $77.8M | Add +9.6% |
| WPM Wheaton Precious Metals Corp. | 2.10% | 769,377 | $69.1M | Add +11.2% |
| SLF Sun Life Financial Inc. | 1.94% | 958,510 | $63.7M | Add +9.5% |
| B Barrick Mining Corp. | 1.84% | 2,914,954 | $60.6M | Add +10.6% |
| CCJ Cameco Corp. | 1.66% | 737,982 | $54.7M | Add +11.1% |
| FNV Franco-Nevada Corp. | 1.63% | 326,430 | $53.5M | Add +11.1% |
| NTR Nutrien Ltd. | 1.47% | 827,725 | $48.2M | Add +10.8% |
| TRI Thomson Reuters Corp. | 1.40% | 229,105 | $46.0M | Add +11.2% |
| TU Telus Corp. | 1.25% | 2,566,917 | $41.2M | Add +13.4% |
| FTS Fortis Inc. | 1.23% | 850,402 | $40.5M | Add +11.6% |
| PBA Pembina Pipeline Corp. | 1.12% | 984,790 | $36.9M | Add +11.2% |
| QSR Restaurant Brands Intern | 1.12% | 555,421 | $36.8M | Add +12.2% |
| GIB Cgi Inc. | 1.08% | 339,511 | $35.6M | Add +9.8% |
| BAM Brookfield Asset Mgmt-A | 1.07% | 638,413 | $35.3M | Add +11.1% |
| BCE Bce Inc. | 1.06% | 1,580,888 | $35.0M | Add +13.6% |
| KGC Kinross Gold Corp. | 0.99% | 2,085,941 | $32.5M | Add +11.2% |
| TECK Teck Resources Ltd.-CLS B | 0.92% | 748,227 | $30.2M | Add +9.3% |
| CVE Cenovus Energy Inc. | 0.89% | 2,162,829 | $29.4M | Add +11.0% |
| BIP Brookfield Infrastructure Pa | 0.80% | 783,254 | $26.2M | Add +11.1% |
| EMA Emera Inc. | 0.70% | 504,753 | $23.1M | New |
| IMO Imperial Oil Ltd. | 0.65% | 267,521 | $21.2M | Add +11.1% |
| RCI Rogers Communications Inc. Class B | 0.59% | 651,329 | $19.3M | Add +11.6% |
| MGA Magna International Inc. | 0.53% | 448,963 | $17.3M | Add +11.0% |
| CAE Cae Inc. | 0.48% | 542,942 | $15.9M | Add +11.3% |
| OTEX Open Text Corp. | 0.39% | 439,317 | $12.8M | Add +9.1% |
| FSV Firstservice Corp. | 0.38% | 70,877 | $12.4M | Add +11.5% |
| GIL Gildan Activewear Inc. | 0.36% | 238,288 | $11.7M | Add +10.4% |
| AQN Algonquin Power & Utilities | 0.23% | 1,301,544 | $7.4M | Add +11.2% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| RY Royal Bank of Canada | Add +11.1% | 9.60% | +1.13 |
| SHOP Shopify Inc. Class A | Add +11.3% | 7.23% | +1.09 |
| CCJ Cameco Corp. | Add +11.1% | 1.66% | +0.71 |
| EMA Emera Inc. | New | 0.70% | +0.70 |
| CM Can Imperial BK of Commerce | Add +10.8% | 3.44% | +0.62 |
| BN Brookfield Corp. | Add +11.1% | 4.57% | +0.58 |
| BMO Bank of Montreal | Add +10.4% | 4.13% | +0.43 |
| CP Canadian Pacific Kansas City | Add +10.7% | 3.81% | +0.32 |
| WPM Wheaton Precious Metals Corp. | Add +11.2% | 2.10% | +0.23 |
| SLF Sun Life Financial Inc. | Add +9.5% | 1.94% | +0.19 |
| AEM Agnico Eagle Mines Ltd. | Add +11.2% | 3.09% | +0.19 |
| NTR Nutrien Ltd. | Add +10.8% | 1.47% | +0.17 |
| KGC Kinross Gold Corp. | Add +11.2% | 0.99% | +0.17 |
| TRI Thomson Reuters Corp. | Add +11.2% | 1.40% | +0.16 |
| TU Telus Corp. | Add +13.4% | 1.25% | +0.12 |
| CNI Canadian Natl Railway Co. | Add +11.2% | 2.97% | +0.11 |
| BAM Brookfield Asset Mgmt-A | Add +11.1% | 1.07% | +0.10 |
| BIP Brookfield Infrastructure Pa | Add +11.1% | 0.80% | +0.07 |
| CAE Cae Inc. | Add +11.3% | 0.48% | +0.07 |
| B Barrick Mining Corp. | Add +10.6% | 1.84% | +0.06 |
| TECK Teck Resources Ltd.-CLS B | Add +9.3% | 0.92% | +0.05 |
| MGA Magna International Inc. | Add +11.0% | 0.53% | +0.05 |
| RCI Rogers Communications Inc. Class B | Add +11.6% | 0.59% | +0.04 |
| IMO Imperial Oil Ltd. | Add +11.1% | 0.65% | +0.04 |
| OTEX Open Text Corp. | Add +9.1% | 0.39% | +0.04 |
| GIL Gildan Activewear Inc. | Add +10.4% | 0.36% | +0.02 |
| FTS Fortis Inc. | Add +11.6% | 1.23% | +0.02 |
| FNV Franco-Nevada Corp. | Add +11.1% | 1.63% | +0.02 |
| AQN Algonquin Power & Utilities | Add +11.2% | 0.23% | +0.02 |
| FSV Firstservice Corp. | Add +11.5% | 0.38% | +0.01 |
| GIB Cgi Inc. | Add +9.8% | 1.08% | +0.01 |
| QSR Restaurant Brands Intern | Add +12.2% | 1.12% | −0.03 |
| MFC Manulife Financial Corp. | Add +10.4% | 2.82% | −0.04 |
| ENB Enbridge Inc. | Add +11.2% | 5.09% | −0.04 |
| BCE Bce Inc. | Add +13.6% | 1.06% | −0.05 |
| CNQ Canadian Natural Resources | Add +10.7% | 3.39% | −0.05 |
| CVE Cenovus Energy Inc. | Add +11.0% | 0.89% | −0.05 |
| PBA Pembina Pipeline Corp. | Add +11.2% | 1.12% | −0.11 |
| WCN Waste Connections Inc. | Add +11.2% | 2.49% | −0.19 |
| SU Suncor Energy Inc. | Add +9.6% | 2.37% | −0.19 |
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 |