MUFG Americas Holdings Corp recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1251 AVENUE OF THE AMERICAS NEW YORK, NY 10020
As of the latest 13F report, the guru’s equity portfolio contained 913 stocks valued at a total of $4.04Bil. The top holdings were AAPL(4.84%), MSFT(4.30%), and KO(3.08%).
According to GuruFocus data, these were MUFG Americas Holdings Corp’s top five trades of the quarter.
Forge Global Holdings Inc
The guru established a new position worth 4,651,655 shares in NYSE:FRGE, giving the stock a 0.2% weight in the equity portfolio. Shares traded for an average price of $4.58 during the quarter.
On 12/01/2022, Forge Global Holdings Inc traded for a price of $1.335 per share and a market cap of $230.34Mil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Forge Global Holdings Inc has a price-book ratio of 0.69, a EV-to-Ebitda ratio of -0.43 and a price-sales ratio of 2.77.
Vanguard Small Cap ETF
MUFG Americas Holdings Corp reduced their investment in ARCA:VB by 48,747 shares. The trade had a 0.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $188.16.
On 12/01/2022, Vanguard Small Cap ETF traded for a price of $196.13 per share and a market cap of $43.26Bil. The stock has returned -7.54% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Small Cap ETF has a price-earnings ratio of 12.49 and a price-book ratio of 2.15.
Procter & Gamble Co
MUFG Americas Holdings Corp reduced their investment in NYSE:PG by 57,759 shares. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.05.
On 12/01/2022, Procter & Gamble Co traded for a price of $149.55 per share and a market cap of $353.96Bil. The stock has returned 4.49% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Procter & Gamble Co has a price-earnings ratio of 25.89, a price-book ratio of 8.18, a price-earnings-to-growth (PEG) ratio of 2.85, a EV-to-Ebitda ratio of 17.99 and a price-sales ratio of 4.69.
The price-to-GF Value ratio is 0.98, earning the stock a GF Value rank of 6.
Vanguard S&P 500 ETF
MUFG Americas Holdings Corp reduced their investment in ARCA:VOO by 24,437 shares. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $363.71.
On 12/01/2022, Vanguard S&P 500 ETF traded for a price of $374.56 per share and a market cap of $278.09Bil. The stock has returned -8.30% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P 500 ETF has a price-earnings ratio of 19.47 and a price-book ratio of 3.61.
Vanguard Value ETF
MUFG Americas Holdings Corp reduced their investment in ARCA:VTV by 50,660 shares. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $134.34.
On 12/01/2022, Vanguard Value ETF traded for a price of $146.055 per share and a market cap of $103.69Bil. The stock has returned 8.76% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Value ETF has a price-earnings ratio of 15.78 and a price-book ratio of 2.55.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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