マネジャーを比較

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運用会社 A 運用会社 B

Amundi ⇄ Mitsubishi UFJ Asset Management Co., Ltd.

60共通ポジション

59.1%銘柄の重複（ジャッカード）

15+のみ Amundi

15+のみ Mitsubishi…

共通保有銘柄 · Q2 2026

有価証券	Amundi ウェイト	Mitsubishi UFJ… ウェイト
NVDA NVIDIA Corporation	6.3%	6.6%
AAPL Apple Inc.	5.0%	5.9%
MSFT Microsoft Corporation	4.2%	4.2%
AMZN Amazon.com, Inc.	3.7%	3.7%
GOOGL Alphabet Inc.	2.9%	3.5%
AVGO Broadcom Inc.	2.5%	2.5%
GOOG Alphabet Inc.	1.8%	2.3%
TSLA Tesla, Inc.	2.0%	1.7%
META Meta Platforms, Inc.	1.5%	1.7%
MU Micron Technology, Inc.	1.2%	1.8%
AMD Advanced Micro Devices…	1.6%	1.3%
LLY Eli Lilly and Company	1.4%	1.3%
AMAT Applied Materials, Inc.	1.4%	0.8%
V Visa Inc.	0.6%	1.3%
INTC Intel Corp.	1.0%	0.9%
JPM JPMorgan Chase & Co.	0.6%	1.2%
LRCX Lam Research Corporation	1.0%	0.8%
BRK-B Berkshire Hathaway Inc.	0.6%	1.1%
JNJ Johnson & Johnson	0.8%	0.9%
CAT Caterpillar Inc.	0.5%	0.8%
TXN Texas Instruments…	0.6%	0.7%
WMT Walmart Inc.	0.6%	0.7%
NFLX Netflix, Inc.	0.4%	0.8%
KLAC KLA Corporation	0.7%	0.6%
ABBV AbbVie Inc.	0.6%	0.6%
PG The Procter & Gamble…	0.4%	0.8%
CSCO Cisco Systems, Inc.	0.5%	0.7%
KO The Coca-Cola Company	0.3%	0.9%
COST Costco Wholesale…	0.6%	0.6%
HD The Home Depot, Inc.	0.6%	0.5%
UNH UnitedHealth Group…	0.5%	0.6%
BAC Bank of America…	0.5%	0.5%
MA Mastercard Incorporated	0.5%	0.6%
CVX Chevron Corporation	0.6%	0.4%
MRVL Marvell Technology, Inc.	0.6%	0.4%
GS The Goldman Sachs Group…	0.4%	0.5%
PLTR Palantir Technologies Inc.	0.5%	0.4%
GEV GE Vernova Inc.	0.4%	0.4%
PANW Palo Alto Networks, Inc.	0.4%	0.4%
MRK Merck & Co., Inc.	0.4%	0.4%
TMO Thermo Fisher Scientific…	0.2%	0.6%
AZN AstraZeneca PLC	0.8%	0.0%
GE GE Aerospace	0.2%	0.5%
IBM International Business…	0.4%	0.4%
QCOM QUALCOMM Incorporated	0.5%	0.3%
C Citigroup Inc.	0.4%	0.3%
RTX RTX Corporation	0.4%	0.4%
ORCL Oracle Corporation	0.4%	0.3%
PM Philip Morris…	0.0%	0.6%
SNDK Sandisk Corporation	0.4%	0.3%
MS Morgan Stanley	0.3%	0.3%
LIN Linde plc	0.3%	0.3%
AMGN Amgen Inc.	0.3%	0.3%
APH Amphenol Corporation	0.3%	0.3%
ADI Analog Devices, Inc.	0.3%	0.3%
WFC Wells Fargo & Company	0.3%	0.3%
STX Seagate Technology…	0.3%	0.3%
SNPS Synopsys, Inc.	0.2%	0.4%
SPGI S&P Global Inc.	0.1%	0.5%
UBER Uber Technologies, Inc.	0.2%	0.4%

際立って Amundi

TTE TotalEnergies SE	3.9%
DB Deutsche Bank AG	0.5%
UBS UBS Group AG	0.3%
ENB Enbridge Inc.	0.2%
RY Royal Bank of Canada	0.1%
AEM Agnico Eagle Mines…	0.1%
ALC Alcon Inc.	0.1%
CM Canadian Imperial…	0.1%
TRP TC Energy Corporation	0.1%
CNQ Canadian Natural…	0.1%
CCJ Cameco Corporation	0.1%
B Barrick Mining…	0.1%
SUNB Sunbelt Rentals…	0.1%
BNS The Bank of Nova…	0.1%
WPM Wheaton Precious…	0.1%

際立って Mitsubishi UFJ Asset…

XONA.DE Exxon Mobil…	0.8%
LQD iShares iBoxx $…	0.2%
JNK State Street SPDR…	0.1%
JGLO JPMorgan Global…	0.1%
PDD PDD Holdings Inc.	0.0%
SE Sea Limited	0.0%
VCIT Vanguard…	0.0%
ARM Arm Holdings plc…	0.0%
EMB iShares J.P. Morgan…	0.0%
VMBS Vanguard…	0.0%
VGIT Vanguard…	0.0%
DCO Ducommun Incorporated	0.0%
VOYG Voyager Technologies…	0.0%
FLY Firefly Aerospace Inc.	0.0%
APA APA Corporation	0.0%

出典: 両マネージャーの解析済み普通株ポジションからリアルタイムで算出されたオーバーラップ（対象期間： Q2 2026. 報告済みロングのみ — ヘッジおよび非13F資産は表示されません。方法論