MUFG

MUFG

MUFG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 9, 2025	ClearBridge Investments International Growth ADR Strategy	-	-	8035.T, AEM, AIR.PA, ARGX, AZN, BAESY, CFRUY, CRH, EONGY, LVMUY, MHVYF, MUFG, NRI, NVO, PUBGY, SAF.PA, SMEGF, TCEHY, TKOMY, TSCDY, TSM	AI, defense, energy, Europe, growth, international, Japan	NATO members pledged to increase defense spending to 5% of GDP, with Germany, France and the U.K. committing to raise defense outlays as the U.S. pulls back from its lead military role. Companies tied to increasing defense spending in Europe and Japan were among the Strategy's leading contributors including Mitsubishi Heavy Industries, Safran, Airbus, and BAE Systems.	MC FP AEM CN EOAN GR TSCO LN 7011 JP	View
2024 Q2	Jul 30, 2024	Artemis Global Select Fund	0.5%	-	7911.T, 7958.T, AAL.L, CPRI.MI, DG.PA, EICHERMOT.NS, EL, FUJIFILM, GFNORTEO.MX, HDB, ICE, META, MTX.DE, MUFG, NKE, RIO, RVTY, RYAAY, TCOM, TMO, TSM	AI, China, consumer, global, healthcare, India, semiconductors, technology	The fund benefited from strong returns across semiconductor holdings as the generative AI demand boom feeds through to the supporting hardware supply chain. Taiwan Semiconductor Manufacturing Company saw meaningful sales and profit growth as clients attempt to meet surging demand for AI chips.	GFNORTEO.MX RYA.L 9928 JP\|ANX LN\|CAF AU\|DSW LN\|ELIX LN\|FSA AU\|MLMCA FP\|SEQ AU\|WRK AU EICHERMOT.NS HDB AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM	View
2025 Q1	Mar 31, 2025	Platinum International Fund	0.2%	0.2%	ABBV, AZN, BABA, BYD, FANUY, GOOGL, JD, KYCCF, MRK, MUFG, NESN.SW, NTDOY, NVS, SONY, TCEHY, TM, TSM, UBS	China, defensives, Europe, Overweight, Pharmaceuticals, Quality, tariffs, volatility	The Fund maintained an overweight position in Chinese stocks throughout the quarter, benefiting from strong performance in February and early March. Good returns from Chinese holdings led to some profit-taking while retaining strong overweight positioning based on continued economic recovery.		View
2024 Q4	Dec 31, 2024	ClearBridge Investments International Growth ADR Strategy	-	-	ACN, ARGX, ASML, AZN, CHKP, EDP.LS, ICON, ITX.MC, LSEG.L, MUFG, NVO, RMS.PA, SAP.DE, SE, SHOP.TO, SONY, SPOT, TSM	Europe, growth, international, Japan, Luxury, tariffs, Valuations	Added French accessories maker Hermes which limits supply of ultra-premium handcrafted leather goods despite huge consumer demand. This creates waitlists but underpins brand desirability and exclusivity. Opportunities exist through increased volume, pricing power and product categories like ready to wear, jewelry, watches and beauty still in early growth stages.		View
2024 Q4	Dec 31, 2024	Prosper Global Macro	0.6%	4.0%	ADBE, AM.PA, C, CBK.DE, DHI, DIS, FCX, GOOGL, MUFG, NFLX, V	Europe, inflation, Macro, Multi-Asset, oil, technology, value	The strategy is over-allocating to value equities which have been out of favour in recent months. The strategy owns equities which are trading 20% below the market estimated P/E ratio, but the market has rotated away from this type of stock.		View
2025 Q3	Oct 14, 2025	Aristotle Value Equity Fund	3.8%	8.7%	ADBE, AIG, ALC, AMP, ANSYS, CTVA, GD, MLM, MUFG, SNPS, SONY, WFC, XEL	Energy Transition, financials, materials, technology, Trade Policy, Utilities, value	The Trump Administration implemented various tariff measures including 25% on Indian imports due to Russian oil purchases and 40% on Brazil over data censorship concerns. However, trade tensions eased with EU and Japan agreements establishing 15% baseline tariffs and significant U.S. investment commitments. China relations stabilized with extended tariff suspension.	WFC US SNPS US	View
2024 Q4	Jan 30, 2025	Aristotle Value Equity Fund	-4.4%	7.2%	ADBE, AMGN, AMP, ANSYS, ATO, BX, CFR, COF, CTVA, LEN, MCHP, MLM, MSFT, MUFG, PH, SONY	Asset Management, financials, Homebuilders, semiconductors, technology, value	The fund follows a quality-oriented approach to intrinsic value investing focused on fundamentals and unfolding catalysts measured in years, not quarters. The manager believes value investors often seek to invest in companies that are not in vogue with investors, and their approach is best measured over a full market cycle of three to five years.	MCHP 3769 JP\|4194 CN\|4733 JP\|APG\|CROX\|FIX\|FLUT\|GLEN LN\|JD/ LN\|MTX GR\|PSI CN\|TKO\|WISE LN\|ZETA AMP COF	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of MUFG

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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